Student Portal — Produce 1098-T File

Student Portal UAT — test on https://sp-dev.fly.dev. Story SP-18. Collab sync is separate from catalog Business UAT.

What you're proving

Business Office produces learner 1098-T file for a tax year..

Before you start

Who	Email	Password
Learner (applicant)	`applicant@example.com`	`TestPass123!`
Enrollment Admin	`enrollment.admin@lsu.edu`	`admin123`
Business Office	`business.admin@lsu.edu`	`admin123`
Django superuser	`admin@lsu.edu`	(ask team for sp-dev password)

Sign on: https://sp-dev.fly.dev/accounts/login/

Mailpit: https://sp-dev.fly.dev/_mail/

QA Tools: https://sp-dev.fly.dev/admin/qa_tools/seedtool/

Run the QA Tools seeds listed in each step before testing. On sp-dev, admin@lsu.edu is not admin123.

Step 1 — Produce a learner file for a tax year (Priority: P1)

Navigate: Log in as business.admin@lsu.edu / *(sp-dev superuser password)* → https://sp-dev.fly.dev/dashboard/tax-file/`
Act: Set Tax year to 2025. Click Produce tax file. Open 1098t-tax-file-2025.csv.
Navigate: Same tax file page as Business Admin
Act: Produce the file for 2025 if you do not already have it open.
Navigate: https://sp-dev.fly.dev/dashboard/tax-file/`
Act: Read the page. Do not look for a file-with-the-IRS action.


You're done when
Given a tax year with self-pay charges and completed refunds, When Business Office staff produce the file on the dashboard, Then each included learner’s charges, refunds, amount retained, and processor references are on it.
The row Partial Self shows charges 350.00, refunds 100.00, amount retained 250.00, and processor references ch_tax_file_us1 and re_tax_file_us1.
The row Grad Fee shows charges 0.00, graduation fee 35.00, refunds 35.00, and processor references ch_grad_1098t_us1 and re_grad_1098t_us1.
The page says the download is the handoff, the Bursar files the 1098-T, and D-Low does not file the form. The only action is Produce tax file.



Step 2 — Leave purchase orders, VA, and grants off the file (Priority: P1)
Navigate: Tax file page as Business Admin
Act: Produce the file for 2025.
Navigate: Same 2025 file
Act: Search the learner column.
You're done when
Given purchase orders, VA, and grants in the tax year, When the file is built, Then those are absent.
Card Charge is present with charges 100.00 and processor reference ch_self_1098t_cr04. The file has no 200.00 purchase-order amount, no 300.00 VA amount, and no 400.00 grant amount.
Purchase Order, VA Learner, and Grant Learner are not on the file.



Step 3 — Keep the amount retained honest (Priority: P2)
Navigate: Same 2025 file
Act: Find Kept Amount.
Navigate: Same 2025 file
Act: Find Pending Refund.
Navigate: Tax file page as Business Admin
Act: Set Tax year to 2019. Click Produce tax file. Open 1098t-tax-file-2019.csv.
Navigate: The 2025 file
Act: Count rows named Two Charges.
Navigate: The 2025 file
Act: Search for Failed Charge and for ch_failed_1098t.
Navigate: Produce 2025, then produce 2024.
Act: Compare the two downloads.
Navigate: The 2025 file
Act: Search for Open Grad.
Act: Read the header row.
Act: Read the page. Read the download.
Navigate: Log out. Log in as enrollment.admin@lsu.edu / *(sp-dev superuser password)* → https://sp-dev.fly.dev/dashboard/tax-file/`
Act: Read the response.

You're done when
Given a charge and a completed partial refund for the same learner in the tax year, When the file is built, Then it shows the charge, the refund, and the amount retained as the charge minus the refund.
Charges 100.00, refunds 40.00, amount retained 60.00. Processor references include ch_partial_1098t_cr06 and re_partial_1098t_cr06.
Charges 100.00, refunds 0.00, amount retained 100.00. Processor references include ch_pending_1098t_cr07 and do not include re_pending_1098t_cr07.
The header row is present. There are no learner rows.
One row. Charges 250.00, refunds 25.00, amount retained 225.00. Processor references ch_two_a_1098t, ch_two_b_1098t, and re_two_1098t.
Neither is on the file.

Select your name first

What you're proving

Before you start

Step 1 — Produce a learner file for a tax year (Priority: P1)

Step 2 — Leave purchase orders, VA, and grants off the file (Priority: P1)

Step 3 — Keep the amount retained honest (Priority: P2)

QA summary exported