1098-T IRIS Transmissions
Workday creates IRIS transmission records when you launch the
IRS 1098-T Tax Reporting (Outbound) - Generation
integration. The IRS 1098-T (Inbound) - Acknowledgement
integration retrieves IRS status updates for transmissions in Processing
or Draft
status and updates the transmission status in Workday.Document Statuses
Common document statuses for IRIS transmissions include:
Document Status | Description |
|---|---|
Draft
| Workday created the transmission record. The acknowledgment integration can also retrieve Draft transmissions so IRS status recovery can continue when a transmission hasn't advanced to Processing yet. |
Processing
| The IRS accepted the submission for processing, or Workday advanced the transmission while waiting for a Receipt ID. |
Accepted
| The IRS accepted the transmission. |
Accepted with Errors
| The IRS accepted the transmission with errors that you must review. |
Rejected
| The IRS rejected the transmission. Rejected originals can be eligible for Replacement filing. |
Schedule the acknowledgment integration until when all 1098-T filings have reached a final status of Accepted, or when your institution completes tax season filing. Access the
Scheduled Future Processes
task to edit or cancel the schedule and prevent unnecessary execution runs.Identifiers
Identifier | Description |
|---|---|
Transmission ID / Unique Transmission Identifier (UTID) | Identifies the transmission in Workday and supports recovery when a Receipt ID isn't available yet. |
Receipt ID | Identifier returned by the IRS for the transmission. Required for some correction and replacement scenarios. |
Corrections and Student Records
When you process corrections on the
View 1098-T
task, Workday updates the existing 1098-T record rather than creating a duplicate student record. A single student 1098-T record can link to multiple historical transmission filings.Security: Manage: 1098-T Processing domain in
t
he Student Financials functional area.Reporting
Use the
1098-T IRIS Transmissions
report data source and its secured report data source filter to build custom reports on transmission-level details.Security:
Reports: 1098-T
domain in the Student Financials functional area.Class report fields include:
Report fields | Security |
|---|---|
1098-T, Academic Unit, Calendar Year, 1098-T IRIS Transmission
| Reports: 1098-T domain |
Transmission ID, Receipt ID, Transmission Type, Document Status
| Public Reporting Items domain |
Legacy FIRE Filing
You can continue to use legacy file-based 1098-T processes for prior tax years. After the IRS retires the Filing Information Returns Electronically (FIRE) system, you must use IRIS to remain compliant with federal tax reporting mandates.