In 2018, over 520 volunteers prepared over, 4,300 income tax returns for those in need.
Through this valuable program, CPAs, candidates and students can volunteer to help low-income Albertans complete their tax returns free of charge. The clinics are held in Edmonton, Calgary and surrounding communities in co-operation with seniors' homes, community centres, and other not-for-profit agencies.
Tax Clinics run March through mid April. CPAs and students are invited to volunteer. Please note that a CPA must be present to supervise any post-secondary student volunteers at a clinic.
Returns are fairly simple
The returns completed at our tax clinics are generally quite simple. The clients have low income, no rental properties and no business income. In most cases, there is no tax payable, but the individual needs to file a return in order to be eligible for refundable tax credits, the GST credit, provincial and federal subsidies, and other tax benefits.
CPA Alberta Assistance
To assist volunteers in dealing with the most common situations, sample returns are available. We will also hold optional orientation sessions in Edmonton and Calgary to brief volunteers on preparing these kinds of tax returns. Please note that the training sessions held for volunteers will generally qualify as verifiable Continuing Professional Development (CPD), as long as new learning is occurring.
Please also refer to our Frequently Asked Questions, Resources for Volunteers and Resources for Organizations.
Thanks to Intuit, our corporate partners for the tax clinics, our volunteers will receive a copy of ProFile tax software to use at the tax clinics.
Tax Clinic Challenge
Challenge another firm or organization to see who can prepare the most returns! Let us know and we will post your success stories.
Co-op and University Students
Co-op students and university accounting students may be eligible to volunteer to prepare tax returns at the tax clinics as long as they have completed a university level personal tax course; have previous experience completing personal tax returns; attend a tax clinic orientation session; and have a CPA to accompany them at a tax clinic.