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Administrator Guide
Last Updated: 2026-10-30
Submit 1098-T Forms Using IRIS

Submit 1098-T Forms Using IRIS

Generate 1098-T forms for the tax year. See Generate 1098-T Forms.
Print or deliver 1098-T forms to students before you file with the IRS. See Steps: Process 1098-T Forms.
Set up IRIS outbound and acknowledgment integration systems. See Set Up 1098-T IRIS Integrations.
Security:
  1. Integration Build
    ,
    Integration Event
    , or
    Integration Debug
     domains in the Integration functional area.
  2. Reports: 1098-T
     domain in the Student Financials functional area.
After you set up your IRIS integration systems, you can launch the
IRS 1098-T Tax Reporting (Outbound) - Generation
 integration to file Form 1098-T data with the IRS, then schedule the
IRS 1098-T (Inbound) - Acknowledgement
 integration to retrieve document statuses and update the transmission status in Workday.
Institutions typically print or deliver 1098-T forms to students in January, then file with the IRS in March.
For document statuses, identifiers, and IRIS reporting, see 1098-T IRIS Transmissions.
  1. Launch the IRS 1098-T Tax Reporting (Outbound) - Generation integration.
    Security: Integration Build, Integration Event, or Integration Debug domains in the Integration functional area.
    1. Access the
      Launch / Schedule Integration
       task.
    2. Complete the task:
      Option
      Description
      Integration
      Select the integration system created using the
      IRS 1098-T Tax Reporting (Outbound) - Generation
       integration template.
      Calendar Year
      Select the tax year for the filing.
      Institutional Academic Unit
      Select the institutional academic unit for the filing.
      Transmitter Company/AU
      Select the transmitter company or academic unit associated with your IRIS registration.
      Employee Contact
      Select the employee contact registered with the IRS for the transmission.
      User Credstore
      Select the IRIS user credential store configured for ATS testing or Production.
      Client Credstore
      Select the IRIS client credential store configured for ATS testing or Production.
      Transmission Type
      Select 1 of these:
      • Original
        : Initial Form 1098-T records for the tax year.
      • Correction
        : Updated data for previously submitted records that require correction.
      • Replacement
        : Resubmission of a batch transmission that the IRS rejected.
      Student
      (Optional) Select 1 or more students to limit the integration run.
      Prior Tax Year Data
      (Optional) Select this check box when you are filing for a calendar year earlier than the current calendar year.
    3. Click
      OK
      .
  2. Schedule the
    IRS 1098-T (Inbound) - Acknowledgement
     integration on a daily recurring cadence.
    Security:
    Integration Build, Integration Event, or Integration Debug
     domains in the Integration functional area.
    1. Access the
      Launch / Schedule Integration
       task.
      Security:
      Integration Build, Integration Event, or Integration Debug
       domains in the Integration functional area.
    2. On the initial
      Launch / Schedule Integration
       page, complete the task:
      Option
      Description
      Integration
      Select the integration system created using the
      IRS 1098-T (Inbound) - Acknowledgement
       integration template.
      Run Frequency
      Select
      Daily Recurrence
      .
    3. Click OK.
    4. On the
      Schedule an Integration
       page, select the
      Integration Criteria
       tab.
      Complete the task:
      Option
      Description
      User Credstore
      Select the credential store that authenticates the user who launches the integration.
      Client Credstore
      Select the credential store that authenticates your institution as the transmitter for the integration.
    5. Select the
      Schedule
      tab.
      Complete the task:
      Option
      Description
      Priority
      (Optional) Select a priority. The default is
      Normal
      .
      Recurrence Type
      Select
      Recurs Every Weekday
      , or select
      Recurs Every x Day(s)
       and enter the number of days.
      Start Time
      Enter the start time for each daily run.
      Time Zone
      Select the time zone for the schedule.
      Catch Up Behavior
      Select how Workday handles missed runs. Example:
      Run Once
      .
      Start Date
      Set the schedule to begin at least 24 hours after you launch the outbound transmission.
      End Date
      Specify an expiration end date for the schedule.
    6. Click OK.
  3. Build a custom report that uses the
    1098-T IRIS Transmissions
     report data source to monitor transmission document statuses.
    Security:
    Reports: 1098-T
     domain in the Student Financials functional area.
  4. 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.
Workday transmits the selected 1098-T population to IRIS, creates or updates IRIS transmission records, and updates the IRS acknowledgment statuses in Workday when the acknowledgment integration runs. A single student 1098-T record can link to multiple historical transmission filings when you process corrections.
Review transmission details. See 1098-T IRIS Transmissions.