Search Results igs_fi_1098t_sfts_pk

Overview

The IGS_FI_1098T_SFTS table is a configuration table within the Oracle E-Business Suite Student System (IGS) module. Its primary role is to support the generation of the IRS Form 1098-T, a statement used by eligible educational institutions in the United States to report qualified tuition and related expenses to students and the Internal Revenue Service. Specifically, this table defines which internal system fund types should be classified as scholarships or grants for the purpose of 1098-T reporting. By maintaining this mapping, the system can accurately segregate and report payments that reduce the amount of qualified expenses billed to a student, which is a critical component of the form's calculations.

Key Information Stored

The table stores a simple but essential mapping keyed by tax year. Its structure is defined by a composite primary key and a relationship to a parent setup table.

• TAX_YEAR_NAME: A foreign key column linking to the IGS_FI_1098T_SETUP table. It identifies the specific tax year for which the system fund type mapping is valid, allowing for historical and future-year configurations.
• SYS_FUND_TYPE: The code representing an internal system fund type that the institution has deemed reportable as a scholarship or grant on Form 1098-T. This column, together with TAX_YEAR_NAME, forms the table's primary key (IGS_FI_1098T_SFTS_PK).

Common Use Cases and Queries

The primary use case is the batch process that populates data for the 1098-T form. The process queries this table to identify all relevant financial transactions associated with the mapped system fund types for a given student and tax year. This ensures that only appropriate financial aid is reported in Box 5 (Scholarships or grants) of the form. A typical query would join this table to student charge and credit records.

Sample Query: To retrieve all configured scholarship/grant fund types for the 2023 tax year, an administrator might run:
SELECT sys_fund_type FROM igs.igs_fi_1098t_sfts WHERE tax_year_name = '2023';
For troubleshooting or audit purposes, a report joining to the setup table is common:
SELECT sfts.tax_year_name, sfts.sys_fund_type, setup.description FROM igs.igs_fi_1098t_sfts sfts, igs.igs_fi_1098t_setup setup WHERE sfts.tax_year_name = setup.tax_year_name ORDER BY 1, 2;

Related Objects

The IGS_FI_1098T_SFTS table has a direct functional dependency on the IGS_FI_1098T_SETUP table, which holds the master configuration for each tax year. Its data is ultimately referenced by the core 1098-T reporting engine, likely within packages or views that aggregate student financial data. The SYS_FUND_TYPE values stored here correspond to valid fund types defined elsewhere in the Student System's financial foundation tables (such as IGS_FI_FUND_TYP). The table is a critical link in the configuration chain that connects an institution's general ledger accounting codes (fund types) to the specific requirements of U.S. tax reporting.