Taxes

You will be able to access your student tax forms for the 2024 tax year in Workday under the “Finances” app. Historical tax forms from previous years are available in the UBC Official Documents Tool (ODMT).

If you have graduated UBC and don’t have access to Workday, you can log in to the ODMT directly to access your historical tax slips. Follow the instructions to generate a historical T4A and to generate a historical T2202, starting with step 2.

Tax years and academic years

Tax forms are issued for the previous calendar year, which starts in January and ends in December. The academic year starts in September and ends in August, so your tax form may include amounts from two academic years.

For example, your tax forms for the 2024 calendar/tax year will include terms from the 2023 and 2024 academic years. See table below for reference:

2024 Calendar/Tax Year Academic Year
January to April 2024 2023 Winter Term 2
May to June 2024 2024 Summer Term 1
July to August 2024 2024 Summer Term 2
September to December 2024 2024 Winter Term 1

Tax forms

UBC will issue the T2202 and T4A tax forms for the 2024 tax year in Workday, in late February.

Historical tax forms from the previous 7 years are available in the UBC Official Documents Tool (ODMT). For example, if you access the ODMT in tax year 2024, you may see tax forms from 2017 to 2023. You can request tax slips beyond 7 years from the Canada Revenue Agency.

T2202

The tax credit amount for the tuition and fees paid in the last calendar/tax year. The T2202 was issued for the 2019 calendar year and will continue to be issued. The T2202 replaced the T2202A beginning with the 2019 calendar year.

All current students receive a T2202 for tuition and student fees for the previous tax year. You can use this in your own tax return, or transfer the amount to a family member. Get details from the Canada Revenue Agency.

ACCESSING YOUR 2024 T2202

Learn how to download your 2024 T2202 (PDF) from Workday or how to request a mailed copy of your 2024 T2202.

ACCESSING A HISTORICAL T2202

Learn how to download a historical T2202 (PDF) from the UBC Official Documents Tool, or how to request a mailed copy of a historical T2202.

T2202A

The tax credit amount for the tuition and fees paid in the calendar/tax year. The T2202A was issued for the 2018 calendar year and all prior years. The T2202A was replaced by the T2202 beginning the 2019 calendar year.

All students registered during the 2018 calendar year (and all prior years) received a T2202A for tuition and student fees for the previous tax year. You can use this in your own tax return, or transfer the amount to a family member. Get details from the Canada Revenue Agency.

ACCESSING A T2202A

Learn how to download a T2202A from the UBC Official Documents Tool by following the instructions for generating a historical T2202 (PDF). To request a mailed copy of a T2202A, follow the instructions for requesting mailed copies of your historical T2202.

T4A

If you have received a bursary, scholarship, award, Teaching Certificate, Passport to Education, or Faculty/Staff Tuition Fee Waiver as a dependant, then you will be issued a T4A. The amount on your T4A shows the total funding you received in the tax year, which may not equal the total you received for the academic year.

ACCESSING YOUR 2024 T4a

Learn how to download your 2024 T4A (PDF) from Workday or how to request a mailed copy of your 2024 T4A.

ACCESSING A HISTORICAL T4A

Learn how to download a historical T4A (PDF) from the UBC Official Documents Tool, or how to request a mailed copy of a historical T4A.

Note about T4 forms for students: if you were employed by UBC on a co-op work term, as a TA or RA, or in any other position, you’ll receive a T4 tax form in your employee account in Workday.

1098-T

If you are filing taxes in the U.S. you may be asked to produce the Form 1098-T, Tuition Statement, used for qualified tuition and related expenses paid during the tax year. UBC is an eligible educational institution because of its participation in the U.S. Direct Loan Program.

UBC does not issue the Form 1098-T, Tuition Statement. As a Canadian institution, UBC only provides Canadian federal (T2202, T2202A) tax receipts.

Claiming tuition and related expenses without a 1098-T

For the most up to date information on claiming tuition and related expenses without a 1098-T go to Public 970, Tax Benefits for Education.

GET HELP FILING TAXES

The following organizations host free income tax clinics:

ADDITIONAL RESOURCES

QUESTIONS?

  • If you have questions about how to file a tax return, please contact the Canada Revenue Agency directly.