Maintain Student Year Reporting Data

From this window, you can view and manually edit 1098-T data for students before generating the 1098-T forms. If you make any changes to the data, you will need to click Save before clicking Continue and generating the 1098-T forms. Example

If you validate or review your forms and the audit reports, and you see any issues needing attention, you can edit the student's data from this window. Any changes made will be stored in the Student Year Reporting table and will not affect the source tables.

How To

1. Click the Export to Excel button.

2. An Export to Microsoft Excel window will pop up to show the progress of the export.

3. Once the export is complete, the data opens in Excel and the Export to Microsoft Excel window automatically closes.

When the option to add rows exists: if the number of Excel rows is greater than the number of rows in the grid, the additional rows are automatically added to the grid. To keep from pasting over existing row(s), add a new row before pasting.

1. Access the Excel spreadsheet that contains the cells you want to copy and paste into J1 Desktop.

2. Select the cells you want to copy.

To select multiple rows, press the Ctrl key and click each row.

3. Right-click and select Copy or press the Ctrl + C keys.

4. In the grid, click where you want to paste.

5. Click the Paste from Excel button or press the Ctrl + V keys. The information is pasted into the grid.

6. Click the Save button.

Maintain Student Year Reporting Data Window

How To

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