Adams® Tax Forms Helper® allows you to generate a summary report for each type of tax form.
On the menu bar, select the tab for the summary type you’d like to generate, in this case, a 1098 form.
From the records table, click “Select All” or check or uncheck payers as required.
Click “Summary Report for Selected” above the records table.
Tax Forms Helper will show a list of the records you’ve selected for your report.
Click “Proceed” to create the report or “Cancel” to return to the records table to make corrections.
Your report will appear in a new window for you to view, print, or save as PDF.
For more help, see our 60-second tutorial of the Summary Report process.