Session Information
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1098-T Processing Made Simple (1368)
Track: Student Financial Services

Educatsional Expertise   Focus: Banner Accounts Receivable
Program Code: 1368
LEAD PRESENTER / PANEL ORGANIZER / BOF LEADER :
Kimberly Bendickson, Associate Controller, New College of Florida
Description
During this session, the attendee will learn what it takes to set up INB Banner for 1098-T processing using a qualified charges billed perspective. We will review how to set up the tax rules on TTVREPT and we will build the rules on TSATAXR that are needed to populate box 2 (qualified charges), and box 5 (grants and scholarships) on the 1098-T form and to provide supplemental information. The processes and error messages of TSP1098, TSA1098 and TSR 1098 will be discussed as it relates to producing a successful 1098-T and supplemental information that can be reviewed by the student on SSB. Even if you outsource the printing and mailing of your 1098-Ts or make them available strictly on-line, the steps are the same to generate the file. This session is taught using Banner vanilla. This session is intended for the functional or technical user that is the individual responsible for producing the 1098-T. Knowledge of detail codes & categories is assumed. New College of Florida did not use any special programming or modifications to produce the 1098-Ts other than using an Evisions template (special print parameter) at the time of printing the actual 1098-T.


Screen
(Code: 1368A/1368VA/1368)
Regular Attendee:Free
Virtual Attendee:Free
Authorized NON-Attendee:$25 USD
  
This session is a part of:
Handout Online
(Code: 1368A/1368VA/1368)
Regular Attendee:Free
Virtual Attendee:Free
Authorized NON-Attendee:Free
  
This session is a part of: