---
title: Tax Deductions Earned
slug: tax-deductions-earned
createdAt: 2026-03-16T19:15:07.741Z
---

The **Tax Deductions Earned** section displays tax-deductible amounts earned by a student for a given tax year and is used to generate tuition tax forms.

![](https://api.archbee.com/api/optimize/dAaYdF15xm67t_NLKoQQv/r8VPF4qs4QBUP7XJsUJYH_image.png)

Eligibility for tax-deductible charges is configured in [Institution Config → Accounts → Tuition](docId\:RouIGzumxkECharSfjT-n). Only charges that meet these criteria will appear in the Tax Deductions Earned totals.

Tax deductions are recorded automatically when **payments or deposits are applied to eligible invoice items or charges**. The earned amounts are grouped by **Tax Year** and **Program or Course**, allowing you to see the total tax-deductible tuition earned for each year.

## How Tax Deductions Are Earned

Tax deductions are recorded when payments or deposits are applied to **eligible invoice items or charges**.

- **Payments** are earned based on the **date the payment is recorded**, regardless of when the invoice or charge was created. 
- **Deposits** are earned based on the **date the deposit is applied** to an eligible invoice item or charge. 

The **tax year** is determined by the earned date rather than the original invoice or charge date.

For example:

- If a charge is created in **2024** but the payment is made in **2025**, the deduction is earned in **2025**. 
- If a deposit is made in **2024** but applied to a charge in **2025**, the deduction is earned in **2025**. 

## Viewing Transaction Details

You can expand each row to view the individual transactions that contributed to the earned amount. From there, you can expand each invoice or charge to see additional details, or click the invoice or charge ID to open the full record.

![](https://api.archbee.com/api/optimize/dAaYdF15xm67t_NLKoQQv/Jb_qJg7Td2ILXYm_3-sYz_image.png)

This allows you to review how the earned deduction amount was calculated.

## Generating Tuition Tax Forms

To generate a tuition statement, click the **Generate Tuition Statement** icon next to the earned amount.

![](https://api.archbee.com/api/optimize/dAaYdF15xm67t_NLKoQQv/rEvo3-Dlr96q-WQMGMmxg_image.png)

This opens the **Generate Tuition Statement** window.

![](https://api.archbee.com/api/optimize/dAaYdF15xm67t_NLKoQQv/dhtXh2zG_mjpW-WGLce7Q_image.png)

In this window you can review the following details before generating the statement:

- **Student** – The student the statement will be generated for. 
- **Tax Year** – The tax year the deductions apply to. 
- **Earned For** – Indicates whether the deduction is associated with a **Program** or **Course**. 
- **Description** – The program or course associated with the deduction. 
- **Statement Type** – Select the type of tax form to generate. 

Available options include:

- **Canada (T2202)** 
- **United States (1098-T)** 

Once the information has been confirmed, click **Generate Statement**. When generating a **Canada (T2202)** statement, the system automatically determines the academic sessions associated with the student for that tax year and distributes the eligible tuition amounts across those sessions as required for the tax form.

Generated forms are stored in the [Tuition Statement](docId\:nXm-p5RGpvRysue8JabRf) section**.**