As a post-secondary student or skills improvement program participant, you may be eligible to claim various education expenses. Here's how to claim these expenses in Wealthsimple Tax:

Claim your tuition

1. Add the Tuition and Education Amount section to your tax profile
2. Answer "Yes" to "Were you a post-secondary student in (year)?"
3. Enter information from your T2202 or TL11 slip
4. For unused tuition from prior years, answer "Yes" to the question "Were you a post-secondary student in an earlier year?" and enter the relevant amounts

Important notes:

• You must claim tuition on your own return
• Unused amounts may be transferable to eligible family members

Quebec residents: Include RL-8 information and solidarity tax credit amount

Claim textbook fees

• Provincial textbook credits are automatically calculated based on your education months
• Federal textbook credit was eliminated in 2017, but unused amounts can be carried forward

Claim licensing examination fees

1. Add the Licensing Examination Fees section to your tax profile
2. Enter a description and amount paid for eligible examination fees

Frequently Asked Questions

1. Forgot to claim tuition from a previous year?
   
   • Amend your prior year's return
2. Missing a T2202 or TL11 slip?
   • Enter the amount paid and contact your institution for the slip
3. Why can't I choose how much tuition credit to use?
   • Tuition credits must be claimed if you have taxable income
   • Calculations are done automatically on Schedule 11
4. Why didn't my refund increase by the full tuition amount?
   • Credits are a percentage of tuition paid (e.g., 15% federally)
   • Credits are non-refundable and can only reduce taxes to zero
5. Why report the number of tuition months?
   • This can affect eligibility for other tax credits

Remember:

• Keep all education-related receipts and slips for your records
• Review Schedule 11, Schedule 1, and T1 General in the Summary > Documents section for detailed calculations

If you need assistance claiming education expenses in Wealthsimple Tax, please contact Wealthsimple support. For complex situations or questions about specific education credits, consider consulting with a tax expert.