Producing T2202 Tax Forms

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 RelatedStudent Financials > Taxes > T2202 Setup

Define institution-level attributes.

Generate T2202

RUNCTL_SF_SFGT2202

Student Financials > Taxes > Generate T2202

Generate T2202 data.

T2202 Data

SF_T2202A_DATA

Student Financials > Taxes > Edit T2202 Data > T2202 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

Student Financials > Taxes > Print T2202

Print T2202 tax information on preprinted forms.

Create T2202 Extract File

RUNCTL_SF_SFJT2202

Student Financials > Taxes > Create T2202 Extract File

Print T2202 tax information using the JetForm Extract process.

Manage T2202 XML

RUNCTL_SF_SFXT2202

Student Financials > Taxes > Manage T2202 XML

Generate the T2202 XML file, or reset records that were previously picked up by this process.

T2202 XML Audit

RUNCTL_SF_SFVT2202

Student Financials > Taxes > T2202 XML Audit

Validate T2202 CRA XML files by converting XML data into a readable format.

Create T2202 PDF Forms

SSF_RUNCTL_2202PRT

Student Financials > Taxes > Create T2202 PDF Form

Creates PDF files of T2202 forms for students.

Access the T2202 Setup page (Setup SACR > Product Related > Student Financials > Taxes > T2202 Setup).

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:

  • 1 - University.

  • 2 - College.

  • 3 - Other.

  • 4 - Certified — ESDC (Minister of Employment and Social Development Canada).

  • 5 - Flying School.

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 (Student Financials > Taxes > Generate T2202).

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 (Student Financials > Taxes > Edit T2202 Data).

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 (Student Financials > Taxes > Print T2202).

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.

See Generate PDF Files of the T2202 Form.

Access the Create T2202 Extract File page (Student Financials > Taxes > Create T2202 Extract File).

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 (Student Financials > Taxes > ManageT2202 XML ).

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:

  • Create XML File to generate the T2202 CRA XML file for all current and active T2202 records that haven’t been transmitted.

  • Reset XML Sent Fields to reset the records that were previously selected.

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:

  • Original to generate an XML file of the initial T2202 data.

  • Amendment to generate an XML file of canceled or updated T2202 data.

Note

This appears only when Report Type Code is set to Amendment.

Access the T2202 XML Audit page (Student Financials > Taxes > T2202 XML Audit ).

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 (Student Financials > Taxes > Create T2202 PDF Form).

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 Reporting Tools > Report Manager. 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.