2018 1098t Process New 1098t System.

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Presentation transcript:

2018 1098t Process New 1098t System

The New, easy process

1098.UASNorthStar.com 1098.UASConnect.com Log IN The URL for clients will be: 1098.UASNorthStar.com The URL for students will be: 1098.UASConnect.com Log IN

UPLOAD On the left hand menu, you will see an option for BULK IMPORTS. Click on the drop down and you will see the 1098t Upload Area. Click on that link.

Under Upload Data Type, select 1098t from the menu Under Upload Data Type, select 1098t from the menu. Select the file from your computer. Select your email notification preferences. Then, click UPLOAD.

Field Definitions In The Spreadsheet The field definitions have not changed since last year. We will make sure that the correct information ends up in the correct places on the forms in the back end, with no extra work to you.

Getting the 1098t to the students Connect For Students Getting the 1098t to the students

1098.UASConnect.Com The process for the student, or their parent, to log in and access their file is very simple, and uses only information the student already has.

What The Students See When the students hit the link that says “My Documents” they will see this screen with an option to download the file.

Any student who does not view the portal… Any student who does not view their tax documents online will get a paper copy of their tax information in the mail by 1/31/19