1098T Consent Not Available If 1098T Were Printed For Prior Years
(Doc ID 2626481.1)
Last updated on JANUARY 19, 2020
Applies to:PeopleSoft Enterprise CS Student Financials - Version 9.2 to 9.2 [Release 9]
Information in this document applies to any platform.
The issue was found when testing Campus solutions 9.2. We discovered that Students who have had a printed 1098t in a prior year do not have the option to consent and view the validated current years 1098T in self service as the 'grant consent' button is not displayed.
For students who never had a 1098-T in a prior year the option to consent and view any valid but unprinted current years 1098-t in self service is available.
When turning on the "Use electronic statements' check box in our tin setup we expect the valid current year 1098t to be available to all students in self service.
The issue can be reproduced at will with the following steps:
1. Setup a tin for 2018 and 2019
Marked the "use electronic statements' N for 2018.
mark the 'use electronic statements' Y for 2019
populate the report defin and template for both calendar years.
2. Ensure the Institution set does not have 1098ts turned on.
3. Run validate and print a 2018 1098t.
4. Log in as the student and note that you can view the printed 1098t (this is correct.)
5.Run and validate but DO NOT PRINT the 2019 1098t.
6 Modify the institution set to display the electronic forms.
7 Log in as the student. Note you can still see the 2018 1098t but there is no option to view or consent to accept the 2019 1098t.
Additional optional steps:
8 Run a 2019 for a student that has never had a 1098t in any prior year. and validate but do not print.
9 Log in as the student and note that he HAS the option to consent to receive his 2019 1098t.
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