FMS Job Scheduling
BAxxxxJ BMxxxxJ FMxxxxJ GAxxxxJ MMxxxxJ PMxxxxJ FGxxxx Other

BM1745J
IRS Tuition Tax Credit Extract (Formerly Hope)

This job extracts student payment information to create the IRS Tuition Tax Credit Extract File. All amounts paid by the student are validated to determine whether they qualify for the IRS Tuition Tax credit.

To use the '#' as the actual '#' character, double it up to '##'. For example, instead of using '#@' to extract all fee codes beginning with a '#'character, use '##@'.


Special Instructions None
Frequency Annually
Scheduling Restrictions None
Execution Time Anytime (O, B, P or I)
Job Completion Status JOBFAIL
Job Groups None
Job Dependency None
Operator Instructions None
Estimated Run Time 1 to 3 hours
Recovery/Restart This job is restartable.


Parameters

BM1745-EXCL-FPS A list of Fee Pay Statuses, separated by commas, indicating students that should be excluded from IRS Tuition Tax Credit reporting.
. Each Fee Pay Status may contain the wildcard character '?' to match a single character and/or '@' to match multiple characters. A range may also be specified by separating two numbers by a colon (':').
. Example: 8@,65:66
BM1745-EXCL-UA A list of Unusual Action Codes, separated by commas, indicating students that should be excluded from IRS Tuition Tax Credit reporting.
. Each Unusual Action Code may contain the wildcard character '?' to match a single character and/or '@' to match multiple characters. A range may also be specified by separating two numbers by a colon (':').
. Example: 8@,65:66
BM1745-FC-NRPTD Fee codes, separated by commas, that are included in the fee classes listed in BM1745-FCLASSES parameter that will NOT be reported.
BM1745-FCLASSES A list of Fee Classes, separated by commas, indicating charges that are eligible for the IRS Tuition Tax Credit.
. Each Fee Class may contain the wildcard character '?' to match a single character and/or '@' to match multiple characters. A range may also be specified by separating two numbers by a colon (':').
. Example: 10:20,3@,?6
BM1745-FCODES A list of Fee Codes, separated by commas, indicating charges that are eligible for the IRS Tuition Tax Credit.
. Each Fee Code may contain the wildcard character '?' to match a single character and/or '@' to match multiple characters. A range may also be specified by separating two numbers by a colon (':').
. Example: T@,S1:S8,?5,+@
BM1745-HALF-CR The number of credits that a student must be enrolled in to be considered half-time.
BM1745-HALF-HR The number of enrolled hours per quarter that a student must be enrolled in to be considered half time.
BM1745-INCL-FAPC A list of Financial Aid Program Codes (FAPC), separated by commas, that should be INCLUDED in the IRS Tuition Tax Credit reporting process. These financial aid programs will be treated as paid by the student and will NOT reduce the student's qualifying amount.
. Each FAPC may contain the wildcard '@' to match multiple characters. A range may also be specified by separating two numbers by a colon (':').
. Example: 703,750,76@,812:832
BM1745-OTHER-01 A list of 3rd Party sponsors, separated by commas, indicating charges that are eligible for the IRS Tuition Tax Credit. May enter up to six 3rd party sponsors per line. These 3rd party sponsors will be treated as paid by the student and will NOT reduce the student's qualifying amount. Examples of these; Guaranteed Education Tuition, Emergency Student Loans, Trust payments. They are specified in the parameter by listing the Customer-ID followed by a comma to separate each one. Example: GET,GET-1,GET-2,FLOR-1,FLOR-2,ESL
. Only "O" types are valid and must be active on BM1620 (Account Maintenance screen).
BM1745-OTHER-02
BM1745-OTHER-03
BM1745-OTHER-04
BM1745-OTHER-05
BM1745-OTHER-06
BM1745-OTHER-07
BM1745-OTHER-08
BM1745-OTHER-09
BM1745-OTHER-10
BM1745-YEAR The year for which the extract is to be run.

Distribution: FMS
Created: THU, APR 05, 2018, 03:13 PM