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1098T: Pre-Prossessing

Solution

Pre-Processing

All institutions are responsible to submit a report to the IRS for the 1098T. The following document

will explain how to generate a pre-proccessed 1098T form for a single student, or all students. 

 

AUnder Navigation go to "Finance"

       - This can also be accomplished under "Registrar"

B: Click on "System Reports"

CClick on "1098T (USA)"

 

For a Single Pre-Process

D: Type in the year

F: (For Single Pre-Process only) Type in the Students ID

G: Click on "Sinlge: Pre-Proccess"

       *Be sure to check the form is fully completed

 

For a Batch Pre-Process

D: Type in the year

H: Click on "Sinlge: Pre-Proccess"

       *Be sure to check the form is fully completed

 

 


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Category: 1098T Tax Form
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