1098T: W9S Form

W9S Form

A: Under Navigation go to "Finance"

B: Click on "Settings"

C: Click on "IRS W9S Form Release"

D: The following tags must be in your custom forms: SSN... ITIN...noSNN...refuseSSN

- For help adding custom forms see this article

https://www.oasissis.com/hesk/admin/manage_knowledgebase.php?a=edit_article&id=136

E: If you have the custom field it will say "found"

If you do not have the custom field it will say "not found"

- You then need to go to custom forms to create it

F: Click on check box

G: Type in the number of days you wish the student to verify their information

H: When it is time for the student to verify their information this screen will appear as soon as they log in

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1098T: W9S Form

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