1098Ts – A Panel Discussion Tom Roth - Stockton State University Diane Trainer – Lafayette University John Ginty – Drexel University

CPE Credits To receive CPE credits for this session (if eligible), complete the CPE Attendance Form on the PABUG Annual Conference website http://pabug.org/events/cpe-credits/ For additional questions please contact Lora Harper CPE - Coordinator http://pabug.org/contact-us/

External Account Detail Load?

(1)Tax Report Validation TTVREPT Looking for EXACTLY these codes Charges Billed = CB Payments Received = PR Scholarships and Grants = SG Adjustments to Charges Billed AC Adjustments to Scholarships and Grants AS

TTVREPT

(2)Tax Report Validation TTVREPT

TSATAXR – Tax Reporting Rules

Crosswalk Validation GTVSDAX

GTVSDAX - updates this box

2019 – 1098T

What codes are you tracking? CCD = Credit Card Payments CHK = Check Payments (Less Housing) CSH = Cash Payments DEP (Less Housing)   Loan moneys? Scholarships / Grant Money? VA Money?

External Account Detail Load?

External Account Detail Load?

External Account Detail Load?

External Account Detail Load?

TSP1098 01 - Run in Test Mode First 08 – SSN Hierarchy (1) SPAPERS, SPAIDEN

TSATAXN – Student Tax Notification

TSATAXN – Student Tax Notification

TSATAXN – Student Tax Notification

TSATAXN – Student Tax Notification

Open to the Floor Questions Comments

All about the BUG

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Your Accounts Receivable Track Team Roth, Thomas G. Thomas.Roth@stockton.edu Diane Trainer trainerd@lafayette.edu John Ginty jtg23@drexel.edu