1098-T Determining Electronic Consent

Business Process

Tax Forms 1098-T

Module

Student Financials

BP ID

Prerequisites

Staff have security access to Query Viewer and/or Revoke 1098-T Consent.

Description

This Job Aid illustrates how to confirm if a student has consented to receive his/her 1098-T form electronically.

STEP

Instructions

1)

Click on [] then [] and navigate to Campus Solutions -> Reporting Tools -> Query -> Query Viewer …

STEP

Instructions

2)

In the field after “begins with”, enter the name of the Query: X_SF_1098T_STUDENT_CONSENT.

Click “Search”.

STEP

Instructions

3)

In the “Run to HTML” column, click the “HTML” link.

STEP

Instructions

4)

In the “ID” field, enter the student’s ID#, then click “View Results”.

STEP

Instructions

5)

Below are the two possible results:

For Student A, all the fields after the “Name” field are blank; the student did not consent.

For Student X, the fields (“Type”, “Status”, “Agreement Date”) are filled out.

·         “Type” = 1098-T Consent

·         “Status” = Accepted

·         “Agreement Date” = 08/06/2015

Student X did consent.

Instructions

This is the end of the procedure IF you have access to “Query Viewer” or “Query Manager”.  If not, go to STEP 1A.

STEP

Instructions

1A)

Click on [] then [] and navigate to Student Financials -> Taxes -> Revoke 1098-T Consent…

STEP

Instructions

2A)

Enter the student’s ID number into the “ID” field.

Click the “Search” button [].

STEP

Instructions

3A)

If the student never consented, then “No matching values were found.” will be the result; i.e. The student never consented to receive their 1098-T Tax Form electronically online.

STEP

Instructions

4A)

If the student did consent, then the “1098-T Consent Revocation” option will appear; i.e. The “1098-T Revocation” screen verifies that the student did consent.

Important: The Revoke Consent and Date Revoked fields must also be blank.

End of Procedure