Important Change to 1098Ts in Student Information System - Review Before You Generate

Lindsey Rix

For Blackbaud Student Information System users, before you run your 1098Ts this year, we wanted to make you were aware of an important change we made in Patch 1 of 7.86.




We made an adjustment to the way we process 1098T’s for  3^rd party payments in Student Billing. Now, you don’t have to be perfect in order to make sure the right people receive a 1098T form. After the patch, with or without the include students with formal billing arrangements option selected, a 1098T form will generate. Therefore, you do not have to remember to formally add the payer relationship on the Payers tab of the student record.


We recognized that this was an impediment to the process of our users working with 1098Ts and often did not match the workflow for managing these types of payments.  By removing this requirement, we hope this saves you time and effort in the 1098T processing season!