Setting Up 1098-T Reporting

Applies To:    Enterprise    Plus     Basic

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Overview

The 1098-T is a federal IRS report for eligible tax credit payments and billings.  See IRS publications for details.

 

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To Tag Records as Tax Credit Eligible
Courses and Revenue Items must be tagged to display on tax credit eligible reports.

• Main Menu > Courses > Course Info
• Main Menu > Selects > Revenue Items

To Print Tax Credit Eligible Transactions

• InSight Menu > Financial > Revenue-Expenses
• Report displays transaction records that match both Course and Revenue Items that are tagged as Tax Credit Eligible = Yes.

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