The 1098-T Report is an Accounts Receivable tool used to review all processed 1098-Ts. This report can be filtered for specific results in looking at specific schools, students, etc.
1. From the Accounts Receivable menu, click 1098-T Report.
From the 1098-T Report tab, there are a few items that must be completed.
2. The 1098-T Report generates based on a specific Year and School(s). Select each from the pull-down.
For a quick search, use the Filter text box to begin typing the name or number of the information displayed in the pull-down.
Click Check all visible to quickly select all possible options. Click Clear selected to quickly clear all selected check boxes.
3. Once the Year and the School(s) have been selected, click Run Report.
You have the ability to save your report before or after running the report.
- Click the floppy disk Save icon to name and save your report.
- You can also click the Trash Can icon to delete saved reports.
- To edit a Report Name after saving, select the report, then click the Blue Arrow next to the Trash Can.
- In order to generate a saved report, from the 1098-T Report screen, select the saved report from the pull-down; your report will generate automatically.
The 1098-T Report generates several columns including Student ID, Student name, the corresponding School, and Payments Received as shown in the image.
Payments Received refers to any payments made and received against all 1098-T specified items, such as tuition, items from the product list, etc. For more information see documentation on how to Print 1098-T’s, which contains a set up section.
The 1098-T Report also includes a column indicating whether the Student Is Enrolled At Least Halftime, and will also include a column named Contains an Amount for Upcoming Year.
Notice that if the student listed is enrolled at least part-time, an X will appear in the corresponding column next to the student.
If the student Contains an Amount for [the] Upcoming Year, as in a balance for the next enrolled year, an X will appear in in this column as well. Note: You may not see any information displayed in this column due to district set up.
If you would like to see whether the student Contains an Amount for [the] Upcoming Year, see Setup > Settings > 1098-T tab. Select the check box that Includes amounts for the upcoming academic period.
At the bottom of the page, the Current Totals is listed. The totals here will change as you sift through pages. In the image shown, the Current Totals is just for page 1. Note: The Grand Totals will remain the same regardless of what page is displayed; this is showing the Grand Totals for all data generated. All totals shown here are calculated for the amount of Payments Received.
If you use any of the filters to change the data, the Current Totals and Grand Totals will change. See Additional Features for more information on how to use filters.
To navigate through the listed pages, click the Prev and Next buttons. To jump to a specific numbered page, type the number in the page text box and press Enter.
Click the Excel icon in the Export section allows you to export the report to an Excel spreadsheet.
To print the report, click the Printer icon in the Export section as shown in the image above. Depending on browser settings, this will generate a print preview where you will have the ability to change the layout, print two-sided, etc.
Click Filters to further breakdown your report without having to change the report criteria and rerun the report.
a. To add more than one filter to a column, click the green plus sign.
b. To delete an additional filter, click the red minus sign.
c. For additional filtering options, click the gray arrow for a filter pull-down.
See Filters for more information.
You can also sort data by clicking on any of the headers that contain the black double arrows. Click once for ascending results; click twice for descending results.