Schedule 11: Tuition, Education, and Textbook Amounts

Schedule 11 is used by students to:

If you’re a student and want to claim, carry forward, or transfer the federal tuition, education, and textbook amounts tax credit, you must complete and file Schedule 11. To complete this form, use the information on the tax certificate you received from your educational institution (T2202A, TL11A, TL11B, or TL11C). 

You can also claim fees paid to an educational institution to take an occupational, trade, or professional exam to obtain a license or certification as a tradesperson or a professional status, as long as you have the receipt.

Remember that only you can complete this schedule; no one else can complete it for you.

Tax tip: You must file Schedule 11 with your return even if you don’t have to pay income tax. This lets Canada Revenue Agency (CRA) update their records on the credit amount that you can carry forward to other years. 

Note: If you’re eligible to claim the federal amount, you’re also entitled to claim a corresponding provincial tax credit. Fortunately, H&R Block’s tax software automatically completes your federal and provincial Schedule 11 forms (except if you’re a resident of Québec) based on the information you enter from your tax certificate.

 

Are you a Québec resident?

If you’re a resident of Québec, you’ll also need to complete Schedule T to calculate your provincial Tuition, education, textbook, and examination fees tax credit. As with Schedule 11, you can use Schedule T to determine the credit amount that you can carry forward to a future year, or transfer to a family member. Schedule 11 and Schedule T are combined in H&R Block's tax software.

 

I have unused tuition or examination fees from one or more previous years. How do I know which tax credit rate will be applied on my return?

The year when you paid your unused eligible tuition or examination fees is used to determine the tax credit that can be applied to this year’s return.

If any of the following situations apply to you, your tuition and examination fee tax credit rate will be 20%:

  • You paid eligible fees between 1997 and 2012
  • You paid for a semester of post-secondary studies that began before March 28, 2013
  • You paid fees to an educational institution that’s recognized by the Minister of Revenue for training other than that which is part of the post-secondary program in which you enrolled before March 29, 2013 and
  • You paid fees in 2013 for an exam you took before May 1, 2013

If, however, the fees you paid don’t match the criteria listed above or if they were paid in 2014 or 2015, your tax credit rate will be 8%.

In either case, you can refer to your 2015 Québec notice of assessment (NOA) for a detailed breakdown of these amounts.

 

Where do I claim this?

Important: To claim your Tuition, education, and textbook amounts tax credit, enter the information from your tax certificate into H&R Block’s tax software. The software will automatically complete Schedule 11 for you.

Follow these steps in H&R Block’s tax software to file your 2016 taxes:

  1. Under the QUICK ENTRY tab, click the QUICK SLIP icon. You'll find yourself here:

    QUICKSLIP_EN.png

  2. Type the name of the tax certificate you received (such as T2202A, TL11A, etc.) in the search field and either click the highlighted selection or press Enter to continue

  3. When you arrive at the page for your tax certificate, enter your information into the tax software.

Note:  If you paid examination fees in 2016, enter the amount in Box A of a new T2202A.

 

To claim your unused Tuition, education, and textbook amounts tax credit that you carried forward from a previous year, follow these steps in H&R Block’s tax software:

  1. Under the PREPARE tab, click the LET'S TALK ABOUT 2016 icon.

  2. Click the checkbox labelled I was a student or I wasn’t a student, but  have unused education amounts.

  3. Scroll to the bottom of the page and click Continue.

  4. Click the STUDENTS icon, and under the CREDIT AMOUNTS section, click the checkbox labelled Tuition or examination fees carried forward from a previous year (Schedule 11).

  5. Scroll to the bottom of the page and click Continue.

  6. When you arrive at the page for Schedule 11, enter your information into the tax software.  

 


To transfer your unused Tuition, education, and textbook amounts tax credit, follow these steps in H&R Block’s tax software:

  1. Click the WRAP-UP tab.

  2. Under the Transfer of tuition and education amounts heading, select Yes in response to the question You have tuition and education amounts available to transfer. Do you want to transfer these amounts to someone else?.

  3. Select the person to whom you want to transfer the amount to and if you aren’t transferring the full credit amount, enter the amount you want to transfer.

 

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