Jenzabar Campus Portal Features Help Hub

Setting Up My 1098-T

Tip

No setup is required in J1 Desktop to support the My 1098-T feature. However, you must run the Generate 1098-T's process in J1 Desktop to populate the Student Year Reporting Table in order for students and parents to view 1098-T information.

  1. Log in as the Campus Portal administrator.

  2. From the My 1098-T feature, click the Setup menu option.

  3. In the Please enter the default 1098-T year drop-down list, choose the latest year for which 1098-T data will be available to students.

  4. In the Please enter the previous number of years you want the student to be able to view their 1098-T data drop-down list, choose the number of years prior to the default 1098-T year (see #3) for which 1098-T data will be available to the students.

  5. Select the Should users be able to view their 1098-T Information online? checkbox if students will be allowed to view their 1098-T information online.

    • If you select this checkbox, a link to their 1098-T data will be displayed.

    • If you do not select this checkbox, a configurable message will be displayed (see #6).

  6. In the No View Message text box, enter the message text that will be displayed if users are not allowed to view their 1098-T information (the Should users be able to view their 1098-T Information online? checkbox is not selected).

  7. Click the Save button.