Student Financials: 1098-Ts Training Agenda
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Campus Cafe cannot legally provide accounting or tax advice on how to classify transactions. The training is limited to technical training that explains how the Campus Cafe 109-T function works. |
Estimated Time: 1 hour
Audience: Individual(s) responsible for generating and verifying 1098-Ts
Prerequisites:
Topics:
Overview
No printed forms; reports and ECSI file only
Limits of advice (The IRS provides guidance including topics such as Payments Exceeding Billed Tuition and Future Payments)
Undergraduate vs Graduate (Admin > Major Maintenance; Credential Level; 0-3 is undergraduate; 4+ graduate)
Transaction Codes (Student Financials > Transaction Codes)
Report Code 1098T
Payment Code 1098
Run 1098-T Process (Students Financials > 1098T Select)
Reports (Faculty/Staff > Base Reports)
Review Report
ECSI File