Memo to: SSVP Conference Treasurer(s)
From: Terry Mizzen, Treasurer, SSVP ONRC
Subject: Ozanam Education Funds and CRA reporting
Date: January 1, 2019

It has been determined that payments by your conference on behalf of students approved for Ozanam Education Grants issued by SSVP ONRC have to be reported annually to CRA on a T4A and T4A Summary for Tuition.

I attach an Excel spreadsheet that should be completed for each applicant when funds are issued in 2019 and retained in your records until December 31, 2019.


After January 1, 2020 but NO LATER than February 28, 2020, the following need to be completed and filed with CRA (electronically) and the applicant for inclusion with their personal income tax return for 2019:

Option 1

The following is a fully online option wherein the conference follows through a set of input fields that are then automatically used to populate all the required forms for filing. For this reason, it is strongly recommended over the PDF fillable option. The forms needed by CRA are all submitted to CRA online. The only mailing needed is to send the student their copies of the T4A form.

Option 2

• T4A for any tuition paid on behalf of the applicant:
  • link to Canada Revenue Agency re T4A
  
  
• T4A Summary:
  • link to Canada Revenue Agency re T4A Summary:
  
  

If you have any questions, please don’t hesitate to contact me by email at mizzent@rogers.com or 519-859-1762.