• click the + sign next to T2202 Tuition and enrolment certificate* (TL11A and TL11C) (line 32300)
• If the student was enrolled in a part-time program (in the previous, current, or next year) and received a scholarship, follow these additional steps
  • click tuition, education, student loans in the left-side menu
  • click the + sign next to Part-time program details if you received scholarship, fellowship, and bursary income to be included at line 13010 (do not enter any information now, that is done later )
  • click T2202 - Tuition in the left-side menu

Tuition

Text version of the above image

UFile screen
Under Interview tab
Family Head sub-tab
T2202 - Tuition topic is highlighted
Current year tuition amount section is highlighted
Unused tuition and education amounts from prior years section is highlighted

Instructions for:

• Current year tuition amount
• Unused tuition and education amounts

Tuition - Transfer of current year unused amounts, Bursaries

Text version of the above image

UFile screen
Under Interview tab
Family Head sub-tab
T2202 - Tuition topic is highlighted
Bursaries
Last year/Next year – the person attended a full time post-secondary institution is highlighted with the following drop-down options:
Last year – post-secondary studies
Last year – Not post-secondary studies
Next year – post-secondary studies

Instructions for transfer of current year unused tuition amounts:

• select one of the following from the Treatment of current year unused tuition amount – federal drop-down menu:
  • Let MaxBack decide
  • Carry forward to use next year
  • Transfer to spouse
  • Transfer to parent not processed

Ufile tip

If the individual does not specify how they wish to use their unused tuition amounts, choose Let MaxBack decide.

Let MaxBack decide provides the best overall calculation for all family members, when applicable. However, this could result in the student keeping all their own amounts, with no tuition being transferred.

Note

If the individual chooses the Transfer to spouse option, you need to also prepare and submit the spouse’s tax return. However, if the individual chooses the Transfer to parent not processed option, there is no requirement to prepare the parent or grandparent’s tax return.

• enter the amount the student wants to transfer and leave blank if they want to transfer the maximum amount of $5,000

Bursaries

Instructions for individuals who received bursaries:

• Full time student
• Part time student

• click the + sign next to Interest paid on your student loans (line 31900)

Claiming interest paid on student loans

Text version of the above image

UFile screen
Under Interview tab
Family Head sub-tab
F31900 – Student loans topic is highlighted
Interest paid on a student loan in 2022 is highlighted
Unused student loan interest section is highlighted

• only enter the interest for the current tax year into the field under the Current year heading
• enter the amounts from the 5 preceding years, that have not already been claimed, into the applicable fields under the Unused student loan interest heading

The software may reduce the claim for interest paid on student loans since the amount entered may not be needed in its entirety to minimize the taxes. It is important to let the student know the unused amount that may be carried forward.

• click Next

• click the + sign next to Tuition amount transferred from a child whose return is not processed with yours (line 32400)

Tuition, education and textbook amounts from a child

Text version of the above image

UFile screen
Under Interview tab
Family Head sub-tab
F32400 – Tuition from child topic
Tuition, education and textbook amounts from a child page

• enter the amount the child is transferring to the individual into the Amount being transferred federally field
• enter the information regarding the child into the applicable fields
• click Next

• click the + sign next to Canada training credit (CTC)

Claiming the Canada training credit (CTC)

Text version of the above image

UFile screen
Under Interview tab
Family Head sub-tab
Canada training credit topic is highlighted
Canada training credit (CTC) page
Canada training credit (CTC) section is highlighted
Canada training credit limit (CTCL) for 2022
Do you want to claim the Canada training credit in the current year?
Yes is selected
Enter the Canada training credit you are claiming. Leave blank if you want to claim the maximum amount

• enter the individual’s Canada training credit limit (CTCL) for 2022
• select Yes from the Do you want to claim the Canada training credit in the current year? drop-down menu. Once you select Yes, the tax software generates an additional field
• if applicable, enter an amount in the Enter the Canada training credit you are claiming. Leave blank if you want to claim the maximum amount field
• click Next