T2202A Tax Forms

Hi Folks, 

A question from one Canadian to others. 

Because we have a dance school and are considered an educational institution with the PD School, we issue T2202A tax forms to all Recreational Division students 16 years and older that take enough dance (12 hours a month) to qualify. We have a custom report built for us that pulls 40% of the tuition from one year and 60% from the next year (because the tax year spans fiscals), but then we have to go through the output with a fine toothcomb, line by line to make sure each student actually qualifies for both halves of the year and to double check where in the year they turned 16. It's a process and it's exhausting. 

So, I'm wondering, those of you who come from organizations who also have schools, how do you handle issuing these forms? Do you have a custom output you'd be willing to share? Any tips and tricks? Is it outside of Tessitura and all in excel? (Please god, no....) 

As well, is anyone using Tessitura to track and allocate scholarships or financial aid? For our Professional School, we are currently using a master excel list to track and allocate scholarships and then it gets entered into Tessitura. However, things change, and often payments are adjusted in Tessitura and not updated on the master list, so I'd love to just remove the master list from the equation and keep everything in Tessitura (the literal dream).  

Looking forward to hearing back! 

Nicki