Steps: Generate 1098-T Forms

Administrator Guide

You can use 1098-T runs to generate 1098-T forms for students in your institution who:

Are international students or permanent residents.

Are U.S. citizens, as configured in Step 1 below.

Have reportable student financial transactions on their accounts.

(Optional) Access the

Maintain Citizenship Statuses

task.

Configure citizenship statuses to include in tax form creation.

Security: Set Up: Contact Info, IDs, and Personal Data
domain in the Contact Information functional area.

You can configure international students or permanent residents to include in tax form creation.

Access the

Create 1098-T Run

task. As you complete the task, consider:

Option	Description
Confirm you did your due diligence for TIN reporting	Use the 1098-T Audit Report report to identify students who are missing Taxpayer Identification Numbers (TINs).
Corrected	Select to mark all forms generated in the run as corrected.

Security: Manage: 1098-T Processing
domain in the Student Financials functional area.

Workday displays the count of excluded forms on the

Job Summary View

page.

You can:

Update student 1098-T data using the

Edit Student 1098-T

task.

Use the

Generate Student 1098-T

task to create:

Individual 1098-T forms for students not included in the 1098-T run.

A corrected form.

Print 1098-T forms.