Retrieving a Student's 1098-T Tax Form

Owned by Anthony Novak
Feb 03, 2020
2 min read

Summary

Label

Description

Business ProcessTaxes
ModuleStudent Financials
BP ID
PrerequisitesStudent should be eligible for the 1098-T Tax form for the year requested.
DescriptionThis Job Aid illustrates how to look up a student’s 1098-T information / tax form.

Introduction Info


Instructions:


STEP

Instructions

1)

Click [] and [] then navigate to Student Financials -> Taxes -> Review 1098-T Data…

            






STEP

Instructions

2)

Enter the Student ID into the “ID” field, then click “Search”.

[Note: If the student is not eligible for a 1098-T, the message “No matching values were found.” will display.]






STEP

Instructions

3)

Click the “View 1098-T” link.  .






STEP

Instructions

4

A separate web page will display the student’s 1098-T.  If you want a hard copy, click the Printer Icon or type “CTRL” + “P” to print the form.

End of Procedure