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Canadian Tax Forms (T2202, T11A, and T4A)

Canadian schools have two additional views in Financial Aid > Reporting: T2202 and T4A.

  • To produce these forms, Populi adheres to the CRA regulations.
  • Schools in the United States with Canadian students show the TL11A (which is virtually identical to the T2202) and T4A views.
  • Students can access their copies of these forms for a given year on January 1 of the following year by going to their Profile > Financial > Dashboard.

T2202 (and TL11A)

The T2202 lets Canadian students claim a tax benefit based on their payment of tuition, fees, and textbook purchases. Canadian schools can issue T2202's to their Canadian students; schools in the United States issue an all-but-identical form to their Canadian students—the TL11A. Both reports have identical functionality.

  • Use the calendar year drop-down to show the relevant data for particular years, or the campus drop-down to show it for students attached to particular campuses.
  • The Export options include XLS, Student copies (PDF), and College copies (PDF).
  •   lets you download a watermarked preview PDF of an unreleased form.
  •   lets you download a PDF of a released form.

If a student's form is not released, you can adjust its values:

  1. Click   next to the student whose values you wish to edit.
  2. The adjustment dialog looks like this. Even if you are only adjusting one value, you need to make entries in each field of the line you're adjusting. In the linked image, the user has copied all of the Populi-calculated values but has only adjusted the amount field.
  3. Click Clear Adjustments to erase all adjusted values and go back to the Populi-calculated values (this clears any previously-made adjustments as well).
  4. Click Save when you're finished.

After adjusting T2202 values:

  • The   symbol will appear next to the adjusted record.
  • You'll find a record of all adjustments recorded in the changelog.

T4A

  • The T4A report produces both the T4A for Canadian residents and the T4A-NR for non-residents. Use the drop-down to toggle between the two.
  • Use the calendar year drop-down to show the relevant data for particular years, or the campus drop-down to show it for students attached to particular campuses.
  • The Export options include XLS, Student copies (PDF), and Canada Revenue Agency XML. The CRA file requires you to enter the Payer's Account Number before exporting.
  •   indicates that the student does not have a valid Social Insurance Number recorded in Populi. You can enter one on the student's Profile > Info view.
  • If the form hasn't been released to a student, you can adjust the values for that student by clicking  . Adjusted forms are indicated by the   symbol.
  •   lets you download a watermarked preview PDF of an unreleased form.
  •   lets you download a PDF of a released form.
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