3 Steps for Students Filing Tax Returns

3 Steps for Students Filing Tax Returns

Students’ spending on education is a great sum of money, which is not always affordable for every student. In this regard, each student has the opportunity to apply for a tax refund that was withheld from each student payment. The process of Filing for Tax Returns is not very complicated, but it requires special organization, attentiveness, and some patience.

Step 1 – Think Ahead

It is important to remember that in order to collect the entire list of documents, you may need a lot of time. Registration of each form and application is usually carried out in several stages, and the validity of certificates is often quite limited. Therefore, in order to avoid confusion, it is best to compile a list of necessary documents and check the time of their action.

Step 2 – Collect Tax Invoices

Tax invoices are a confirmation of your expenses and/or outside incomes in order to confirm the fact of payment of taxes, as well as obtain permission to return them. Students often have the option to download all the invoices from the college website. If you do not know if there is such an opportunity in your college, then it is best to contact the administration and find out the procedure for obtaining these documents.

Students have the right to apply for a refund of a certain amount that was spent during the studying year for using a public vehicle (buses, metro, trams, and/or intercity train) in order to get to the college. For applying for a tax refund the student has to attach used tickets, which are usually bought each month in advance. 

Students can also apply for tax refunds on funds that were spent on acquiring a studying staff, such as textbooks. For applying for a tax refund on the used stuff the student has to get a T2202A receipt from the college and attach it to the general list of documents for tax refunds.

Step 3 – Preparation Of Documents

To apply for a tax refund, the student has to provide invoices not only for paid taxes but also a number of documents that confirm his or her identity and income.

The basic list of documents that you will need:

  • Personal SSN, as well as the SSN of the spouse, if you are married.
  • W-2 form. It indicates the total amount of earnings for the past year, as well as the amount of taxes. (This form is necessary for students who have a job, as well as for those who receive a scholarship).
  • T4 receipt, which is issued to students who have worked throughout the study period
  • Inquiries that confirm your studying costs (T2202A certificate that is issued at the end of college).
  • List of paid state and local taxes.

A complete list of required forms and documents can be found on the official website of the tax service in your area. Do not use forums for this, they may contain outdated or incorrect information.


Remember that it is important to know your rights and obligations, be responsible for paying taxes, and use all the opportunities that the state provides for your damages.

BIO: Connie Benton is a passionate freelance writer and regular contributor.

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