Release Date: February 24, 2026
Tax deductibility is now determined at the time an invoice item or charge is created, rather than dynamically during tuition form generation.
When a financial item is added, the system evaluates whether it is tax deductible based on the configuration set under:
Institution Config → Accounts → Tuition
The result is stored directly on the item and used during T2202 generation.
Each invoice item or charge now includes:
- A visible Tax Deductible indicator in the item list
- A Tax Deductible Source (Auto Determined or User Override)
- A detailed Tax Deductible Policy view showing:
- Policy version
- Evaluation source
- Evaluation date
- Eligibility result
- Reason for determination
These fields are visible when adding or editing an invoice item or charge.
If needed, users can select User Override to manually enable or disable deductibility. A reason is required, and the override is recorded for audit purposes.
This update improves transparency, ensures deductibility decisions are stored at the item level, and supports more accurate and auditable T2202 generation.
