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Producing T2202A Tax Forms

This section lists a prerequisite and discusses:

Determine which of your item types you want to designate as T2202A- eligible tuition and offsets.

Page Name

Definition Name

Navigation

Usage

Generate T2202A

RUNCTL_SF_SFGT2202

select Student Financials, then select Taxes, then select Generate T2202A

Generate T2202A data.

T2202A Data

SF_T2202A_DATA

select Student Financials, then select Taxes, then select Edit T2202A Data, then select T2202a Data

Review and edit T2202A data, or add T2202A data manually.

Student Address

ADDREMP_SEC

Click the Student Address link on the T2202A Data page.

View and edit the address of the student whose T2202A data you are reviewing.

Print T2202A

RUNCTL_SFPR2202

select Student Financials, then select Taxes, then select Print T2202A

Print T2202A tax information on preprinted forms.

Create T2202A Extract File

RUNCTL_SF_SFJT2202

select Student Financials, then select Taxes, then select Create T2202A Extract File

Print T2202A tax information using the Extract File process.

Access the Generate T2202A page (select Student Financials, then select Taxes, then select Generate T2202A).

Image: Generate T2202A page

This example illustrates the fields and controls on the Generate T2202A page. You can find definitions for the fields and controls later on this page.

Generate T2202A page

Field or Control

Definition
Address Usage

Select the logic that the system uses to select the student address associated with each T2202A form.
Report Only

Select to create a report of the T2202A data retrieved without actually populating your Student Financials tables with T2202A data.

Note: Because the process generates effective-dated rows of data, you cannot run the Generate T2202A Data process more than once per day. However, if you select the Report Only check box before running the process, the system does not insert rows of data into your tables. Therefore, you can run the process in report only mode as many times as you want during a given day.
Citizenship Status

Select the student citizenship status for which you want to generate T2202A data. You can select from these values: Native, Naturalized, Alien Permanent, Alien Temporary, Permanent Resident, Employment Visa, Canadian Citizen, Student Visa, and Not Indicated.

The Generate T2202A process reviews the Student Enrollment table for the reporting calendar year. It summarizes all enrollment units taken by month and tabulates them to determine the academic load (full-time or part-time) for each month. The process then writes these results to the T2202A Data records, along with the financial information regarding tuition amounts.

Access the T2202A Data page (select Student Financials, then select Taxes, then select Edit T2202A Data, then select T2202A Data).

Image: T2202A Data page

This example illustrates the fields and controls on the T2202A Data page. You can find definitions for the fields and controls later on this page.

T2202A Data page

Field or Control

Definition
Student Address

Click to access the Student Address page, where you can view and edit the address information for the student whose T2202A data you are reviewing.
Printed

Indicates whether you have printed a T2202A form for this row of data. When you run the Print T2202A process, the system selects this check box for all the rows of data that it prints. Subsequent runs of the Print T2202A process do not print any rows with the Printed check box selected. The date and time that the system printed the record appears to the right of the field.

Reviewing and Entering Enrollment and Tuition Information

If you are reviewing and editing T2202A data, the fields in the lower scroll area are already populated with information. If you are adding a new row of data, you must enter values in these fields manually.

Field or Control

Definition
Acad Program (academic program)

This field displays the academic program in which the student is enrolled. The description of the selected program appears in the field to the right of this field. You can edit this description if necessary.
Term

This field displays the term during which a student was enrolled.
FROM and TO

The Month and Year fields under these headings display the starting and ending month and year of the term.
Tuition Fees

Displays the amount of tuition that the student paid for the term.
Full-Time

This field displays the number of months within the term that the student was enrolled with full-time status.
Part-Time

This field displays the number of months within the term that the student was enrolled with part-time status.

Access the Print T2202A page (select Student Financials, then select Taxes, then select Print T2202A).

Image: Print T2202A page

This example illustrates the fields and controls on the Print T2202A page. You can find definitions for the fields and controls later on this page.

Print T2202A page

Field or Control

Definition
Message Text

Enter any text that you want to appear in the comment section of the T2202A form.
Alignment Only

If you select this check box, the system prints dummy forms that enable you to align the preprinted forms properly in your printer.
Align Cnt (alignment count)

If you select the Alignment Only check box, enter the number of dummy forms that you want to print.

The process prints a T2202A tax form for all students for whom data is available except those with the Printed check box selected. The system selects the Printed check box for all students whose T2202A information it prints. If you want to reprint a T2202A tax form for a given student, you must first clear the Printed check box using the T2202A Data page and then rerun the Print T2202A process.

Access the Create T2202A Extract File page (select Student Financials, then select Taxes, then select Create T2202A Extract File).

Image: Create T2202A Extract File page

This example illustrates the fields and controls on the Create T2202A Extract File page. You can find definitions for the fields and controls later on this page.

Create T2202A Extract File page

Field or Control

Definition
Output File Directory

Enter the location where you want the system to send the extract.
Extract File

Enter the name that you want to give the extract.

Note: Unlike the Print T2202A process, this process neither recognizes nor updates the Printed check box on the T2202A Data page.