ILLUMIA
1098-T Solution
Payments and Tax Forms, Connected
The Illumia 1098-T solution automates tax form prep and delivery, so your bursar office isn’t buried every tax season.
Every January, your bursar office faces the same crunch:
Preparing and delivering 1098-T forms to every eligible student, accurately and on time. The Illumia 1098-T solution automates that work. Choose digital delivery, printed mail, or both, and keep the security, accuracy, and visibility your office depends on all year.
How the Illumia 1098-T Solution Helps Your Staff
- Delivery, your way. Offer digital access, print and mail, or both, so every student gets their form the way that works for them.
- Peace of mind on security. Keep student data protected on a platform built for sensitive financial records.
- Accurate records, no manual fixes. Connect directly with your student information system (SIS) and financial platforms, so records stay correct without extra data entry.
- Less administrative burden. Automate tax form preparation and distribution, so your team isn’t buried every January.
- IRS compliance, handled. File accurately and on time to meet every IRS requirement. (Full-service option)
- Fewer mailing errors. Verify addresses through PostalSoft USPS, so forms reach the right mailbox the first time. (Full-service option)
- Always know where you stand. Get filing status updates as they happen, so you’re never left guessing. (Full-service option)
How We Help Your Students
Getting a tax form shouldn’t mean waiting on the mail or guessing when it will arrive. With the Illumia 1098-T solution, students get a secure, mobile-friendly portal with instant access, plus full-service mail and print for those who want a physical copy.
Every student, parent, and authorized payer can get their form the way that works for them.
- Delivery, your way. Choose digital, print, or both.
- No waiting on the mail. See your form the moment it’s finalized.
- A copy whenever you need one. Download and print it anytime for your own records.
- Parents can help, without the holdup. FERPA-compliant access lets an authorized parent or payer retrieve the form directly, so nobody’s stuck waiting on the mail or on you.
What the Illumia 1098-T Solution Delivers for Your Team
Dual presentment options.
Give every student a choice between electronic and print, so satisfaction goes up without extra effort from your team.
Digital form presentment.
Deliver forms online in minutes through your secure student portal, no printing required.
Year-round management.
Prepare for tax season all year, so January never catches your office off guard.
Print and mail services.
Hand off printing and mailing entirely, so students who want a paper copy get one without your office lifting a finger. (Full-service option)
IRS compliance filing.
File with the IRS automatically and accurately, so your office carries less compliance risk. (Full-service option)
Address verification.
Catch bad addresses before they cost you a form in the mail, with PostalSoft USPS verification built in. (Full-service option)
Why Schools Choose the Illumia 1098-T Solution
Enhanced efficiency.
Spend less time on tax form logistics and more time on the students who need you.
Increased student satisfaction.
Give every student and authorized payer a convenient way to get their form, digital, print, or both.
Proven expertise.
Rely on a partner with deep experience in 1098-T management and IRS compliance for a smooth, reliable process every tax season.
Reduced error risk.
Catch errors before they become problems, with automated validation built into every form.
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All student-related payments, payment plan, e-refunds, and 1098-T tax form can now be handled through a single, unified platform. This integration has simplified the process and improved the overall user experience.
Assistant Bursar + Large Public University
Source: Illumia client conversation, 2025
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