On This Page
Generate 2024 Tax Forms Online
Generate Historical Tax Forms Online
Requesting Mailed Copies of Tax Forms
- Requesting mailed copies of your 2024 T4A
- Requesting mailed copies of your 2024 T2202
- Requesting mailed copies of your historical tax forms
How to Generate Tax Forms
Overview
The tax year begins in January and ends in December. For example, the 2024 tax year consists of amounts for the following academic periods:
- 2023-24 Winter Term 2 (Jan to Apr)
- 2024 Summer Session (May to Aug)
- 2024-25 Winter Term 1 (Sept to Dec)
UBC will issue the T2202 and T4A tax forms for the 2024 tax year in Workday in late February.
Where Students Access Tax Forms
2024 tax forms will be available in Workday, whereas historical tax forms from previous years are available in the UBC Official Documents Tool (ODMT).
If you have graduated from 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 under generating a historical T4A and generating a historical T2202, starting with step 2.
| Tax Year | Where to Access Tax Forms |
| Prior Year Tax Forms (<2024)* | UBC Official Documents Tool (ODMT) |
| 2024 Tax Forms | Workday |
*The ODMT only stores tax forms from the previous 7 years. For example, if you access the ODMT in tax year 2024, you may see tax forms from 2017 to 2023.
T4A – Statement of Pension, Retirement, Annuity, and Other Income
- This is used to report additional income. Students receive a T4A slip if they have received a
bursary, scholarship, award, Teacher Certificate, Passport to Education or Faculty/Staff Tuition
Fee Waiver as a dependent of a UBC staff or faculty member. - Tuition paid by a sponsor is considered taxable income. However, the sponsoring organizations
issue the T4A forms for this income, not UBC.
T2202 – Tuition and Enrolment Certificate
- This is used to claim a credit for income tax deductions. Students receive a T2202 slip if they
have paid tuition fees (more than $100) for qualifying courses that they are eligible to claim on
their income tax return. The T2202 also reports the months of the tax year during which the
student was engaged in full-time or part-time studies. - Exclusions apply if fees or charges are not yet paid by students, or are reimbursed and therefore
not included in the student’s income. - If the original tax slip has already been submitted to the CRA, and there is an adjustment to
totals, then an amended tax slip is required and must be submitted to the CRA. - The T2202 replaced the T2202A beginning with the 2019 calendar year. The T2202A tax form will be available for download under the “Tax Form T2202 Request” button.
Generate 2024 Tax Forms Online
1. Log into your Workday account at myworkday.ubc.ca.
2. On the right side of the page, in the “Your Top Apps” menu, click the “Finances” app.
3. In the toolbar, select “Tax Forms (T2202 and T4A)”.
Generating your 2024 T4A
1. Click on “Student T4A PDF – Student Self Print” under T4A.
2. Enter the tax year and click “OK”.
3. A new window will appear. Click “Print”.
4. A pop-up window will appear.
5. Once the tax slip is generated, click on the download button at the top right corner.
Generating your 2024 T2202
1. Click on “Student T2202 PDF – Student Self Print” under T2202.
2. Enter the tax year and click “OK”.
3. A new window will appear. Click “Print”.
4. A pop-up window will appear.
5. Once the tax slip is generated, click on the download button at the top right corner.
Generate Historical Tax Forms Online
Generating a historical T4A
1. Under the Tax Forms (T2202 and T4A) page in the Finances app, click on “UBC Official
Documents” under Historical Tax Forms to access the UBC Official Documents Tool (ODMT).
Alternatively, you can directly log in to the UBC Official Documents Tool.
2. In the ODMT, under “Order Options,” click on “Tax Form T4A”.
3. A pop-up window will appear. Under Historical Tax Form T4A drop-down menu, select the tax
year that you want to generate and click “Request Tax Form T4A”.
4. Enter and review your information under the Tax Form T4A Information boxes to ensure it is
correct and up to date.
5. The tax form is ready to be generated. Click “Generate T4A Tax Form (PDF)”.
6. Click “Download Letter (PDF)”.
7. Your tax form PDF is ready to be downloaded using the Download button at the top right corner.
Generating a historical T2202
Note: The T2202 replaced the T2202A beginning with the 2019 calendar year. To download a T2202A (PDF) from the UBC Official Documents Tool, follow the instructions for downloading a historical T2202 tax form.
1. Under the Tax Forms (T2202 and T4A) page in the Finances app, click on “UBC Official
Documents” under Historical Tax Forms to access the UBC Official Documents Tool (ODMT).
Alternatively, you can directly log in to the UBC Official Documents Tool.
2. In the ODMT under “Order Options,” click on “Tax Form T2202”.
3. A pop-up window appears. Under Historical Tax Form T2202 drop-down menu, select the tax
year that you want to generate and click “Request Tax Form T2202 (PDF)”.
4. Enter and review your information under the Tax Form T2202 Information boxes to ensure it is
correct and up to date. Once done, click “Request Tax Form T2202 (PDF)”.
5. The tax form is ready to be generated. Click “Generate T2202 Tax Form (PDF)”.
6. Click “Download Letter (PDF)”.
7. Your tax form PDF is ready to be downloaded using the Download button on the top right
corner.
Requesting Mailed Copies of Tax Forms
Requesting mailed copies of your 2024 T4A
T4As are available online by default. If you require your T4A to be mailed, please indicate your preference by the end of January for the preceding year and ensure your address in Workday is up to date. By default, your primary mailing address will be used, unless there is a specific Tax
Purposes address entered in Workday.
View the step-by-step tutorial on updating your contact information in Workday.
1. Search “Create Request” and navigate to the Create Request task.
2. Under “Request Type,” select “Request mailed copy of T4A”.
3. A new pop-up window will appear. Under “Please indicate your preference for receiving
T4A,” select “I want my T4A mailed to the address I have entered in Workday”. Click “Submit”.
Requesting mailed copies of your 2024 T2202
If you require your 2024 T2202 to be mailed, please contact Enrolment Services – Student Records & Financial Services.
Requesting mailed copies of your historical tax forms
To request a mailed copy of a T4A from a previous year, follow the instructions above to order a historical T4A, select the delivery type as “print”, and enter your mailing address.
To request a mailed copy of a T2202 from a previous year, please contact Enrolment Services – Student Records & Financial Services.
