Producing T4A Tax Forms


Concept


Steps:

  1. Begin by navigating to the Request Student Job Data page.

     

    Click the Student Financials link.

    Step 1
  2. Click the Taxes link.

    Step 2
  3. Click the Create Student Job Data link.

    Step 3
  4. You can run this process by searching for an existing Run Control ID or you can add a new value. Creating a Run Control ID that is relevant to the process may help you remember it for future use.

     

    Click the Add a New Value tab.

    Step 4
  5. A Run Control ID is an identifier that, when paired with your User ID, uniquely identifies the process you are running. The Run Control ID defines parameters that are used when a process is run. This ensures that when a process runs in the background, the system does not prompt you for additional values.

     

    Enter the desired information into the Run Control ID field. Enter

     a valid value
     e.g.
     "POI01"
    .

    Step 5
  6. Click the Add button.

    Step 6
  7. Use the Request Student Job Data page to enter the request parameters. These parameters will be used to define the processing rules and data to be included when the process is run.

    Step 7
  8. Click the Processing Population list.

    Step 8
  9. Click the T4A Students list item.

    Step 9
  10. Enter a number for records committed to the database; select this option to commit a specified number of transactions during background processing.

    Step 10
  11. For example, if you enter 100 in the Commit Frequency field, when you run a batch process the system processes 100 transactions and then commits them to the database until the batch is complete.

     

    At the end of a batch process, the system commits all remaining transactions even if the number of transactions is less than the number in the Commit Frequency field.

    Step 11
  12. Select the Confirm Job Data Created check box to create a record in the message log of the process monitor for every job record created.

     

    Click the Confirm Job Data Created option.

    Step 12
  13. At this point, you would continue to run the T4A Student Data process just as you would any other PeopleSoft Enterprise Process Scheduler process.

     

    Refer to the Running Reports module for examples of running a process.

    Step 13
  14. Click the Save button.

    Step 14
  15. Next, navigate to the Generate T4A page.

     

    Click the Generate T4A link.

    Step 15
  16. You can run this process by searching for an existing Run Control ID or you can add a new value. Creating a Run Control ID that is relevant to the process may help you remember it for future use.

     

    Click the Add a New Value tab.

    Step 16
  17. A Run Control ID is an identifier that, when paired with your User ID, uniquely identifies the process you are running. The Run Control ID defines parameters that are used when a process is run. This ensures that when a process runs in the background, the system does not prompt you for additional values.

     

    Enter the desired information into the Run Control ID field. Enter

     a valid value
     e.g.
     "GENT4A01"
    .

    Step 17
  18. Click the Add button.

    Step 18
  19. Use the Generate T4A page to enter the request parameters. These parameters will be used to define the processing rules and data to be included when the process is run.

    Step 19
  20. Confirm that the system-populated parameters on this page are correct before running the process.

    Step 20
  21. At this point, you would continue to run the T4A process just as you would any other PeopleSoft Enterprise Process Scheduler process.

     

    Refer to the Running Reports module for examples of running a process.

     

    You can view and validate the student income balances resulting from the T4A process on the T4A Data page.

    Step 21

You have successfully produced a T4A tax form.

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