Applies To: Enterprise Plus Basic
Overview
The 1098-T is a federal IRS report for eligible tax credit payments and billings. See IRS publications for details.
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.