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1098 Compliance

Take the complexity out of 1098 reporting with automation that works behind the scenes. Gutenburg streamlines the creation of 1098 forms by pulling accurate financial and student data directly from your system, eliminating manual preparation and reducing the risk of errors. Forms can be generated in bulk, formatted consistently, and delivered on time without the usual administrative burden. The result: a smoother tax reporting process, improved compliance, and a more efficient experience for both your team and your students.

Step 1: Build a Template

Point. Click. Done. The Gutenburg editor is built for ease of use. It is end-user friendly and removes the headache from template building.

Screenshot of the Gutenburg template builder.

Step 2: Click a Button

One click and a PDF is created. No more copy-paste, no more leaving Salesforce. Gutenburg eliminates the manual effort from the equation.

Screenshot of a Salesforce record containing a Gutenburg button.

Step 3: Deliver Form

Send the form via email. Gutenburg is compatible with Salesforce email templates, ensuring end-to-end branding.

Screenshot of the Salesforce email widget with a Gutenburg PDF attached.

Optional Enhancement:

Generate forms hundreds at once. Simply select a batch of students or employees, click a button, and the forms are produced and routed. This saves countless hours by automating manual tasks.

Screenshot of a list view that allows batches of documents to be created at one time.

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