Release Date: February 24, 2026
We’ve introduced a new recommended Simple method for generating:
- Canada T2202 forms
- U.S. 1098-T forms
The Simple Method
- Determines tax year eligibility based on payment date
- Pulls qualifying tuition revenue automatically
- Recognizes eligible programs and standalone courses
- Reduces manual corrections and year-end cleanup
This approach simplifies setup while improving reporting accuracy.
