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.

Our SOC2-compliant organization ensures your data and forms are secure, because data protection is integral to our operations.

  • End-to-End 1098-T Fulfillment – We handle everything from data validation and form generation to IRS e-filing and student delivery
  • Dedicated Data Analyst Review – Every file is reviewed by your assigned analyst before processing
  • 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
  • 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.

Tab Service began processing 1098Ts for Temple University for tax year 2017. During the course of the implementation, Tab Service demonstrated their commitment to a customer centric solution by meeting all of our customer needs. Tab Service delivered on our three project requests: to build a process to suppress mailing 1098Ts for international students, to develop a mechanism for loading previously obtained electronic consents, and to create a self-service solution for students who forgot their username or school site ID.

Temple University

“Tab Service has been our 1098-T service provider for 6 tax seasons, and we have found them to be extremely responsive to our inquiries and business needs. The single sign on process has been a great service for our students who can access the 1098T form directly from our student portal.”

Multi-Campus College District

Many companies provide an out-of-the box solution that forces schools to adapt business process changes in order to utilize their product. Tab Service, on the other hand, recognizes the importance of developing their product to meet the many needs of varying customer bases. They have been a joy to work with and I look forward to furthering our business partnership with continued product enhancements, which include the creation of a test site and a single sign-on solution with Nelnet’s QuikPAY product. I highly recommend utilizing Tab Service for your 1098T processing.

Large Public University

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