Producing T2202 Tax Forms
This section lists a prerequisite and discusses:
Determine which of your item types you want to designate as T2202–eligible tuition and offsets.
Page Name |
Definition Name |
Navigation |
Usage |
---|---|---|---|
T2202 Setup |
SSF_T2202_SETUP |
Set Up SACRProduct Related |
Define institution-level attributes. |
Generate T2202 |
RUNCTL_SF_SFGT2202 |
|
Generate T2202 data. |
T2202 Data |
SF_T2202A_DATA |
|
Review and edit T2202 data, or add T2202 data manually. |
Student Address |
ADDREMP_SEC |
Click the Student Address link on the T2202 Data page. |
View and edit the address of the student whose T2202 data you are reviewing. |
Print T2202 |
RUNCTL_SFPR2202 |
|
Print T2202 tax information on preprinted forms. |
Create T2202 Extract File |
RUNCTL_SF_SFJT2202 |
|
Print T2202 tax information using the JetForm Extract process. |
Manage T2202 XML |
RUNCTL_SF_SFXT2202 |
|
Generate the T2202 XML file, or reset records that were previously picked up by this process. |
T2202 XML Audit |
RUNCTL_SF_SFVT2202 |
|
Validate T2202 CRA XML files by converting XML data into a readable format. |
Create T2202 PDF Forms |
SSF_RUNCTL_2202PRT |
|
Creates PDF files of T2202 forms for students. |
Access the T2202 Setup page (
).Use this page to define institution-level attributes.
Transmitter Parameters
Field or Control |
Description |
---|---|
Transmitter ID |
ID assigned to you by CRA. |
Name 1, Name 2 |
Transmitter’s name. If the name is longer than 30 characters, enter the rest of the name in Name 2. |
Transmitter Type |
Select the method of transmission. |
Institution Parameters
Institution Parameters are defined by the institution and Canada Registry Agendy (CRA). After initial population of these fields, the Copy Transmitter Info button may be used to copy the information for each new Calendar Year.
Field or Control |
Description |
---|---|
CRA Account Nbr (Canada registry agency account number) |
Enter the account number assigned to file the T2202 files with the CRA School Type. |
School Type |
Select the type of educational institution:
|
Course Code |
When the School Type selected is Flying School, select a Course Code. |
Copy Transmitter Info |
Select this button to initiate the process of copying transmitter information to the filer. |
Name 1 Name 2 Name 3 |
Enter the institution contact name beginning with theName 1 field. If the institution contact name is longer than 30 characters, enter characters beyond position 30 in the Name 2 field. If institution name is longer than 60 characters, enter characters beyond position 60 in the Name 3 field. |
Institution Address |
Select this link to open a window to enter the institution’s address. |
Institution Contact |
Select this link to open a window to enter institution’s telephone number. |
Processing Parameters
Field or Control |
Description |
---|---|
Minimum Amount |
Enter the minimum amount you require the student to pay so that the student’s tuition is reported on a T2202 form. |
Address Usage |
Select the order that addresses are used to populate a student’s T2202. For example, if you select a usage of Mailing, Billing, Home, then the process populates the student’s address with the mailing address first. If a mailing address doesn't exist, then the billing address is used, and so on. |
Name Usage |
Select which name is prioritized when populating a student’s T2202. For example, if you select Preferred Name, then this is used in the student’s T2202. |
Last Submission ID |
Displays the last submission ID from the SF installation record. This value is incremented every time you run the T2202 XML generation process. |
Access the Generate T2202 page (
).Field or Control |
Description |
---|---|
Report Only |
Select to create a report of the T2202 data retrieved without actually populating your Student Financials tables with T2202 data. Note: Because the process generates effective-dated rows of data, you cannot run the Generate T2202 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. |
The Generate T2202 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 T2202 Data records, along with the financial information regarding tuition amounts.
Access the T2202 Data page (
).Field or Control |
Description |
---|---|
Amend T2202 Data |
Click to initiate the process to change the slip type code and allow for data changes on a T2202 record that has been previously sent to the CRA. |
T2202 Header
Field or Control |
Description |
---|---|
Student Address |
Click to access the Student Address page, where you can view and edit the address information for the student whose T2202 data you are reviewing. |
Social Insurance # |
This is the student’s social insurance number, derived from Campus Community. |
Program Corrected |
Select this check box to indicate the program has been manually updated by a user. |
Slip Type Code |
This is the type of slip: Original, Amendment, or Canceled. You can’t directly update this value. This value is updated when you run the Generate T2202 process, or when you click Amend T2202 Data. |
Date Time Created |
Displays the date and time that the T2202 record was initially created. |
Date Time Printed |
Displays the date and time that the T2202 record was last printed. |
Date Time Updated |
Displays the date and time that the T2202 record was updated. |
Date Time Transmitted |
Displays the date and time that the T2202 CRA XML file including this record was created. |
T2202 Data
If you are reviewing and editing T2202 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 |
Description |
---|---|
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. |
Override |
This indicates if a record was manually updated after the Generate T2202 process was initially run. |
Access the Print T2202 page (
).Field or Control |
Description |
---|---|
Message Text |
Enter any text that you want to appear in the comment section of the T2202 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 T2202 tax form for all students for whom data is available. However, it’s recommended that you use the Create T2202 PDF Form page to print a T2202 tax form.
Access the Create T2202 Extract File page (
).Field or Control |
Description |
---|---|
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. |
Access the Manage T2202 XML page (
).Use this page to generate the T2202 CRA XML file, or reset records that were previously picked up by this process.
Field or Control |
Description |
---|---|
XML Option |
Select:
|
Process Instance |
This appears only when you set XML Option to Reset XML Sent Fields. |
File Path |
Specify the directory where you want to save the output. |
Report Type Code |
Select:
|
Note |
This appears only when Report Type Code is set to Amendment. |
Access the T2202 XML Audit page (
).Run this process to analyze the XML file and print the various elements specified in the T2202 schema. This process also accumulates the total slips and fees, and compares these against the T2202 summary data that’s in the XML file.
Field or Control |
Description |
---|---|
File Path |
Enter the location where the XML file you want to validate is stored. |
File Name |
Enter the name of the XML file you want to validate. |
Access the Create T2202 PDF Form page (
).Use this page to generate unique PDF reports of each student’s T2202 form.
All generated T2202 PDF reports are sent to Report Manager. If you want to view the student’s T2202 PDF report, go to
. In the list of reports, locate the student’s ID, then click the corresponding report link. In the window that appears, select the PDF file link to open the student’s T2202 form.Population Selection
Population selection is a method for selecting the IDs to process for a specific transaction. The Population Selection group box is a standard group box that appears on run control pages when the Population Selection process is available or required for the transaction. Selection tools are available based on the selection tools that your institution selected in the setup of the Population Selection process for the application process and on your user security. Fields in the group box appear based on the selection tool that you select. The fields act the same from within the group box no matter what run control page you are on or what transaction you are processing.
Field or Control |
Description |
---|---|
Query Name |
This query is delivered: QA_CS_SF_2202_PRT. If you create your own queries, you must include the bind record SSF_2202PRT_BND. |
Parameters
Field or Control |
Description |
---|---|
Template Definition |
Select the template definition you want to use for printing. |