The Regulatory 1098-T Processing Utility gathers 1098-T tax reporting data configured, collected, and stored in the Anthology Student database. Institutions must provide 1098-T forms to students or parents of dependent students each year by January 31 so that eligible students and families can receive educational tax credits. 1098-T forms contain information used by the Federal Government to calculate these credits. The 1098-T processing utility determines which students need to be reported on the 1098-T form.
To add the Regulatory 1098-T Processing Utility to an existing Anthology Student system, download the installation files using Package Manager, click the Regulatory 1098-T Processing Utility tile on the Start screen, and proceed with the installation screens.
The functionality of the 1098-T Processing Utility has been migrated to the standard interface (web client) for Anthology Student 20.0.2 or higher. For the tax reporting year 2019 and 2020, you can use either the stand-alone 1098-T Processing Utility client, the standard interface of Anthology Student, or both.
To add the 1098-T functionality to Anthology Student, complete Regulatory 1098-T Web App install screen. To view the 1098-T utility forms once the installation is complete, in Anthology Student navigate to Processes > IRS 1098-T.
Prerequisites
The installation prerequisites for the Regulatory1098-T Processing Utility must match the installed Anthology Student system.
To use the 1098-T functionality via the Student Web App, customers must be on Anthology Student 20.0.2 or higher.
Note: Installation Manager checks for the prerequisites to be installed. It does not install them.
For information on compatibility with operating platforms and other products, see Platform Compatibility and Product Compatibility (logon required).
