1. 1098Ts – A Panel Discussion Tom Roth - Stockton State University
Diane Trainer – Lafayette University
John Ginty – Drexel University

2. CPE Credits
To receive CPE credits for this session (if eligible), complete the CPE Attendance Form on the PABUG Annual Conference website
For additional questions please contact Lora Harper CPE - Coordinator

3. External Account Detail Load?

4. (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

5. TTVREPT

6. (2)Tax Report Validation TTVREPT

7. TSATAXR – Tax Reporting Rules

8. Crosswalk Validation GTVSDAX

9. GTVSDAX - updates this box

10. 2019 – 1098T

11. 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?

12. External Account Detail Load?

14. External Account Detail Load?

15. External Account Detail Load?

16. External Account Detail Load?

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

18. TSATAXN – Student Tax Notification

19. TSATAXN – Student Tax Notification

20. TSATAXN – Student Tax Notification

21. TSATAXN – Student Tax Notification

22. Open to the Floor
Questions
Comments

23. All about the BUG

24. Thank You
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25. Your Accounts Receivable Track Team
Roth, Thomas G.
Diane Trainer
John Ginty