The Financial Aid Platform Schools Rely On

FACTS® Financial Aid Management combines verified tax data, flexible applications, and real-time tools to help your school make timely, accurate award decisions.

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Financial Aid Management That Works for Your School and Your Families

Make awarding aid easier for your staff and simpler for families with IRS Integration, customizable applications, and connected tools for tuition and enrollment.

  • IRS Integration

    Families can transfer their 1040s and W-2s directly from the IRS, reducing turnaround time.

  • Co-Applicant Support

    If parents file separately, they can each connect to the IRS to provide a complete financial profile.

  • Most Recent Tax Year Access

    FACTS retrieves the latest tax data, ensuring decisions are based on current, verified information.

  • Customizable Applications

    Tailor your form questions and required documents to reflect your process and priorities.

  • Flexible Aid Formula

    Adjust income allowances, expenses, and contribution expectations based on your school’s needs.

  • Business Document Review

    Includes K-1s, 1120s, and 1065s at no additional cost for a deeper and more accurate assessment.

  • Real-Time Status Tracking

    Monitor application and document progress for all families.

  • Secure Data Handling

    Tax documents are transferred directly from the IRS to FACTS. No mailing or scanning required.

  • One Login Experience

    Families can apply for aid, enroll, and manage tuition through a single login.

  • Connected to Tuition and Enrollment

    Links awards to Tuition Management and Application & Enrollment reporting.

  • Expert Support from a Trusted Partner

    FACTS understands your mission and process. For 35+ years, we’ve served thousands of K-12 private schools.
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How It Works

Use FACTS Financial Aid Management to simplify every step of your process.

  1. Families Apply Online: Customize the application to reflect your school’s process and priorities. Families can complete it from any device with clear prompts and guidance.
  2. Tax Data Imported From IRS: Families can securely connect to the IRS to transfer their most recent tax return and W-2s directly into the application. This reduces upload errors and speeds up the review process.
  3. You Review and Award: With verified tax data, a complete financial profile, and customizable formulas, your team can make confident, timely award decisions that align with your school’s mission.

Want to learn more about how IRS Integration works?
View the IRS Integration Overview or Download the Applicant Guide

Get the details on FACTS Financial Aid Management

Extra Tools for Families Mean Fewer Incomplete Applications

FACTS offers optional resources to guide families through the financial aid application process, including an interactive online walkthrough and a downloadable PDF guide. These tools help applicants submit complete and accurate information the first time, reducing incomplete files and saving your staff valuable follow-up time.

View the interactive walkthrough or download the applicant guide.

Proven Commitment to Schools and Families

98 %

Of Schools

Stick with FACTS for the long term.

35 +

Years

Supporting schools with reliable solutions.

4 M

Students and Families

Served through effective technology and services.

Ready to Simplify Your Financial Aid Process?

Join thousands of schools using FACTS to simplify financial aid, reduce administrative work, and support families with accurate, reliable processes.