The most important document that you need to provide is called a 1098-T form. Most schools do not mail this out anymore. Most of the time is it found in the student’s online portal or emailed to the student. Have the student find this form before coming into your appointment. In addition to the 1098-T, the other expenses that can possibly help are: books, supplies, and equipment necessary and required for the classes. These need to be paid for out-of-pocket in order to qualify.
It is important to note that living (rent, food, etc.) and transportation-related costs are not allowed when calculating these credits.