Transform your 1098-T Compliance Process
Managing 1098-T compliance shouldn’t be an administrative burden. Tab Service Company can help streamline the operation with our comprehensive outsourcing solution that handles every step. the TAB1098-T platform is a full-service cloud-based solution built exclusively for higher education institutions to manage, distribute, and e-file IRS Form 1098-T with ease.
We provide the necessary tools to meet the ever-changing IRS reporting requirements. We distribute well-organized financial information to tax payers that they use to maximize their tax credits and deductions.
Our SOC2-compliant organization ensures your data and forms are secure, because data protection is integral to our operations.
3 Easy Steps:
1. Upload Your Data
Securely submit your student data files through our cloud-based platform with no software to install or maintain.
2. Review Forms When Ready
Your dedicated analyst processes your file, generates forms, and notifies you when ready for review.
3. We Do the Rest
Once approved, we manage electronic distribution to your student portal, print and mail paper forms, and e-file directly with the IRS.
Service & Processing Features
- End-to-End 1098-T Fulfillment – Complete processing from data to distribution – rework this point
- Dedicated Data Analyst Review – Each file reviewed by designated analyst who catches errors – rework this point
- 24-Hour Response Guarantee – Quick answers from your personalized team member when you need them
- U.S.-Based Student Call Center – Wait times less than 1 minute for student support
- Extended Peak Season Coverage – Weekend and extended hours support
Platform and Compliance Features
- ADA-Compliant Student Portal – 24/7 secure access to digital forms
- Unlimited Post-filing Corrections– No additional costs for changes or fixes
- Cloud-based Platform – No software to install, maintain, or purchase
- Complete Audit Trails -Version control on corrections for each individual forms
- SSAE 18 SOC 2 Type 2 Audited – Enterprise-grade security and data protection
- IRS-authorized E-file Provider – Direct IRS-compliant electronic filing capabilities
- Unlimited User Accounts – no additional cost or limit for multiple administrative accounts
Tax Forms
Bundle your 1098-T services with 1099, 1095, and W-2 processing to simplify your tax season, reduce management time, and improve accuracy across all forms.
Benefits of bundling with Tab:
- One account manager for all tax forms
- Consistent quality across every form type
- Volume discounts when you process multiple forms
- Unified reporting consolidation
- Single IRS e-file provider handling all your electronic filing requirements
- Streamlined data management with one secure platform for all tax compliance
Many of our higher education clients started with 1098-T processing and expanded to include 1099 forms for contractors and vendors, 1095 forms for ACA compliance, and W-2 processing for student employees.
What Makes Tab Different
Smarter Processing with Higher Education Experts Behind Every File
- Proactive IRS compliance monitoring and updates
- Always compliant with the latest tax rules and regulations
- Custom-fit solutions built exclusively for higher education
- Hands-on problem-solving support with direct access to experienced solutions experts
Proven ROI & Measurable Results
Reduce paper waste and mailing costs through electronic presentment
Improved student experience with 24/7 portal access
Reduce postage costs with electronic delivery options and never pay retail postage rates
Consent Tracking
Eliminate manual processes and reduce compliance risks
Presort your mail and obtain a lower rates from USPS
No licensing or subscription fees – a complete solution with one trusted partner
Check processing and payment handling

