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How to Import 1098-T Data

This tutorial shows users how to use the 1098-T importing feature. Importing can be useful to all users small and large but it becomes essential to large universities and colleges. Imagine manually entering all 1098-T recipient and form data, this will become cumbersome. W2 Mate® saves you time with a few easy steps your information will be imported and forms ready to be issued.

Step by Step Instructions

Make sure you have the correct Company open inside W2 Mate

Note: In order to use this feature you must purchase and enable W2 Mate Option #3 to import

1. Click "Import Data" from the top menu

2. Select "Other Forms (CSV-Excel)"

3. Select 1098-T Forms

This will open the Import 1098-T Forms wizard

4. Click "Browse" to select the correct CSV data file to import

5. Map your fields

6. Click "Import"

7. Click "OK" on the Data import complete message

8. Click "Close"

Import 1098-T Data into W2 Mate®

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