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Educational Tax Credit

The 2023 1098-T form will be available through Workday by January 31, 2024. Students who separated from Santa Clara University before Fall 2023 will have their 1098-T form mailed by January 31, 2024.

The IRS form 1098-T is automatically filed with the IRS by Santa Clara University for each student who is a U.S. citizen or permanent resident and has qualified payments toward qualified tuition and related expenses billed during the calendar year (January 1 through December 31). Informational returns for non-resident alien students are filed only when requested by the student.

Your financial records serve as official supporting documentation for your federal income tax return. 

There is no IRS requirement that you must claim the education credit. Claiming education tax benefits is a voluntary decision for those who qualify. Please consult your tax preparer for advice concerning utilizing this tax-related document. 

Please note: Santa Clara University staff does not provide tax advice to individuals.

The deadline for remitting required documentation to Santa Clara University to obtain the 2023 1098-T form is March 15, 2024.

The 1098-T form is used by eligible educational institutions to report information about their students to the Internal Revenue Service (IRS) as required by the Taxpayer Relief Act of 1997.  Eligible educational institutions are required to submit general student enrollment information and financial data for the corresponding tax year. Information included is the student name, address, social security number or tax identification number, enrollment status, academic status, amounts paid for qualified tuition and related expenses (QTRE), scholarship and grant amounts, and if applicable, adjustment to prior year amounts reported. Universities are required to issue a 1098-T form for the purpose of determining a student's eligibility for educational tax credits.  

Students who registered in Fall 2023:

  • Log into Workday.
  • Click the Finances icon.
  • Click the My Account section.
  • Select the View My 1098-T. Confirm the calendar year and select OK.
  • The information for each box on the 1098-T form will be listed on the screen.
  • Select the Print My 1098 link on the right-hand side of the screen.
  • Select the calendar year and the OK button.
  • Select Done on the next page.
  • The 1098-T will be available as a PDF file in your Workday notifications. You can then print, save, or forward the form to parents or tax professionals as needed.

Students registered in Summer 2023 or prior: Your form will be mailed to your mailing address on file on or before January 31st unless you provided electronic consent. To view and print your form in Workday, please use this link. You Username is your 11-digit student ID. If you have forgotten your password, click the 'Forgot Password' link. You will be sent a one-time reset to the email address on file. If your email address has changed, please contact the SCU Technology Help Desk for further assistance. 

Students can provide electronic consent through their Workday portal.

Here is a step-by-step guide How to Update 1098-T Electronic Consent

If you did not provide consent for electronic delivery, your form will be mailed to your mailing address on file by January 31, 2024. Please allow up to two weeks for delivery. 

If you completed the required documentation and were eligible for a Form 1098-T for that year, you can obtain a copy from the following website:
You will need the following information: site ID which is 11477; your username, which is your student ID number with the leading zeros, no W; and your password which is the last 4 digits of your social security number. If you logged in to the site in a prior year and cannot remember your password, select Forgot Password and an email will be sent to your email address.

2017 Instructions
2018 to 2022 Instructions

For years prior to 2017, please send an email to or call (408) 554-4424.

Box 1 reports payments received from all sources for qualified tuition and related expenses (QTRE) for the calendar year. Qualified expenses do not include charges for housing, meal plans, health insurance, transportation, and personal expenses.

Provided you are eligible to receive a form 1098-T, the forms will be available by January 31st. You will receive an email notification from the Bursar's Office notifying you the 1098-T form is available for viewing and downloading.

Santa Clara University staff members are prohibited from providing any legal or tax advice. Please contact a qualified tax advisor for assistance on determining educational tax credits. For assistance on how to complete tax returns, please contact the IRS directly at (800) 829-1040 and/or refer to one of the links listed below:

No, the address on the Form 1098-T will not adversely affect your ability to file tax returns. The most important information on the form is your social security number or individual taxpayer identification number. However, please ensure the University has your current address. You can review and update your address on Workday. 


If you did not receive an IRS Form 1098-T, possible explanations are: 

  • We do not have a valid social security number or individual taxpayer identification number on file for you. 
  • There were no qualified charges posted during the calendar tax year.
  • You are a non-degree seeking student.
  • You were not enrolled during the calendar tax year.

Provided you are eligible to receive a Form 1098-T, please follow these instructions by March 15, 2024. No exceptions can be made to this deadline. 

Students who graduated in Summer 2023 or prior: Download and submit the completed W-9S form to the  Bursar’s Office through this secure link. You must include your eCampus ID and a U.S. mailing address. Do not mail or email the W-9S fillable form . You will receive the 1098-T form within 3 to 5 business days after submission. 

Continuing students/Fall 2023 graduates: Follow this guide to add your SSN/ITIN in Workday. You must upload documentation as an attachment or the request will not be processed. After you have submitted the task, please send an email to You will be notified when your form is ready to be viewed/printed (3-5 business days). 

Please make sure your ITIN is up-to-date in Workday each year by December 31st. If you are assigned an SSN, it is your responsibility to update this information in Workday.