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Canadian T2202A Form

Canadian Tax Forms students may submit to the Canada Revenue Agency (CRA) are available in CAMS Enterprise, and in the Student Portal. The Canadian T4A Form and Canadian T2202A Form check boxes must be checked in CAMS Manager >CAMS Portal >Student Configuration >Student 3 tab in order to be made available on the Student Portal. These forms include the T2202A slip and the T4A slip. In addition, an XML export of T4A data that institutions may use to upload to CRA is available in CAMS Enterprise.

Canadian Tax Form T2202A

The Canadian Tax Form T2202A reports students’ summed eligible payments on tuition received during a calendar year, as well as summed transactions and enrollment by term. Eligible transactions are defined by checking the T2202A checkbox on the appropriate TransDocs to be included in the T2202A calculation if the term associated with the transaction is within the reported calendar year and the transactions are in the Student Ledger. Institutions may report either Debit transactions (charges) or Credit transactions (payments).

How to Generate T2202A Slip:

  1. From the CAMS Enterprise Home page, navigate to Billing >Reports Menu >T2202A Form.
  2. Enter the Calendar Year to Report, the Institution Code, the First Term in Calendar Year and the Last Term in Calendar Year, and then click Initiate. The Records tab displays.

Note: All terms that fall chronologically by Term Start Date within the First Term in Calendar Year and the Last Term in Calendar Year will be included on the T2202A Slip.

  1. The Records Present grid displays one record per term per student when the sum of T2202A marked transactions is over $100 for the term. The grid displays student Name and Address, Degree (from Registration >Academic >Degree window), Text Term and Student Load (from Registration Academic >Status), and Term Amount and Total Amount (sum of eligible T2202A TransDocs), along with number of Part Time or Full Time months based on Student Load.
  2. If desired, double-click any record in the grid to display the T2202A Detail window. You may modify the Part Time Months field, the Full Time Months field, and TransDoc Term Amount field. This change affects the T2202A record only and does NOT make changes to the actual student data. This step is not required to run the T2202A slips or to export the data to the student portal (any changes made in the detail window will be saved to the student portal).
  3. Click the Report tab and select Report Format T2202A Form, and then click Print if you wish to review the data prior to exporting to the Student Portal.
  4. Click the Export Data to Student Portal button. This allows the student to click the My Tax Forms link from the Student Portal to display and print the T2202A slip. It is not necessary to print theT2202A slips prior to generating the data when clicking the Export Data to Student Portal button.

Note: If T2202A data is exported to the Student Portal, and another data set is created by running the T2202A report again for the same calendar year, the previous data set will be overwritten if you click “Yes” when the “Overwrite Data in Student Portal T2202A Holding Table” confirmation message displays. To leave the original data set in place, click “No” when the confirmation message displays.