Volunteer at a tax clinic

The returns completed by volunteers 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. To register as a volunteer, please click the link below and complete the application form.

Please note that a CPA must be present to supervise any post-secondary student volunteers at a clinic. 


Registration for tax clinics is now closed
I met seniors, cancer patients, a visually impaired person, new Canadians, and people trying to find work. We help keep the assistance payments flowing for these people by completing their tax returns. These people were excellent to work with and really appreciated my help.
Karen Stix BCom, CPA, CMA

Act as a Tax Clinic Return Preparer                
Preparers do just that - prepare between 5 - 8 returns at each clinic attended for low income Albertans. Returns can be prepared manually or by using software. ProFile by Intuit is provided free of charge for use at clinics. Some clinics provide computers for volunteers use, but most clinics volunteers will need to bring thier own laptops.

Act as a Tax Clinic Phone Support Volunteer
Phone support volunteers will act as an additional resource to volunteers who are “in the field” completing returns on-site by answering questions related to completing personal tax returns—should the need arise.
Ideally, a phone volunteer would commit to 1 week of phone support.

Individuals interested in volunteering for a phone support position must be a designated accountant and have a minimum of three years of  tax clinic experience; work experience in the tax field; attend an information session; be available in the evenings from 6-9pm; and have experience using ProFile tax software.

Number of calls per day, if any, many vary. Our best estimate is between 1-5 calls a week.  

Act as a Tax Clinic Reviewer                
A tax clinic reviewer is responsible to assist with troubleshooting on-site, answer volunteer questions, and perform quality assurance on the tax returns completed. Reviewers will be assigned to priority clinics—sites which see more complex returns, higher volumes and/or sites with primarily new volunteers. Reviewers must be a designated accountant and have a minimum of three years of  tax clinic experience; breadth of knowledge of different tax situations (seniors, newcomers, families, students etc.); experience using ProFile tax software; and flexibility to travel to tax sites throughout the city.

Act as a Tax Clinic Mentor for Students                
Co-op Students and University Accounting Students are eligible to volunteer provided they have a qualified professional accountant to accompany them at a Tax Clinic. Unfortunately, quite often these students do not know a designated accountant and, therefore, cannot volunteer. By pairing Tax Clinic mentors with a student, we can utilize these volunteers. Mentors are expected to assist students in preparing personal income tax forms and answer any questions they might have on-site. Mentors will not be expected to complete the tax return, but rather guide the student. Individuals interested in volunteering as a mentor must be a designated accountant and have a minimum of three years of  tax clinic experience.

Clinic Dates and times are flexible and we try to work with both the mentor and mentee to find a suitable clinic.

Download the Volunteer Guide

Download the Student Mentor Guide

Preparing Tax Returns - In Person Training

These sessions are designed to brief volunteers on the types of tax returns typically prepared as part of the program. We encourage regular tax clinic volunteers as well as first timers, to attend the session, to receive an update on the tax guidelines and to network with other volunteers.

A pizza supper will be provided.

Calgary

Thursday, February 21
Calgary Petroleum Club
McMurray Room
319 Fifth Avenue SW

5:30 p.m. - 8:00 p.m.

Register

Edmonton

Thursday, February 28
CPA Alberta
1900 TD Tower, 10088 – 102 Avenue
5:30 p.m. - 8:00 p.m.

Register


Webinar Training

CPA Tax Orientation Live Workshop - Webinar

CPA Alberta hosts an orientation session to brief volunteers on what to expect when participating in the program. Returning and new volunteers are encouraged to attend!

Live Recording from Thursday February 28 in Edmonton

Tax Webinar #1 - First Time as a Tax Clinic Volunteer

Join John Robinson CPA, CA as he covers everything you need to know if you are a first time Tax Clinic Volunteer. 

Live Recording from Tuesday, March 5


Tax Webinar #2 - Using ProFile, Tips and Tricks

Join John Robinson CPA, CA as he hosts an information session on how to use Intuit's Profile to prepare a return. New this year, are instructions on how to EFILE a return if you have a volunteer EFILE number. 

Live Recording from Wednesday, March 6

Download Volunteer Registration Instructions

Download the Volunteer Checklist

NEW This Year! (a summary of changes to procedures)

Intuit Resources

eFiling

This year eFiling is possible if the volunteer applies for and receives a VOLUNTEER eFile number. Also, the location of the clinic must have access to the internet. When the volunteer submits his or her application, further instruction are provided  on how to apply for the volunteer eFile number.

Download eFiling Instructions

Encrypting your USB

A USB is provided to all volunteers. You only need to encrypt your USB if for some reason you are transporting your USB to a different location in order to print or to eFile a return. 

Download encrypting Instructions

Income Tax Forms

Download T1S60 Form

Download extra copies from the CRA website or visit your local Post Office.

CRA Income Tax Forms and Benefits Guide

CRA Tax Centre Contacts Lists for Edmonton, Southern Alberta and Winnipeg are available to CPA Alberta Members. Please login to your member portal to view.

Useful CRA Phone Numbers

e-Service Helpdesk for individuals
Call this number when you cannot access My Account or Quick Access, or when you need help with NETFILE, TELEFILE, or Represent a client

1.800.714.7257

Tax Information Phone Service (T.I.P.S.)
This automated phone service provides information to individuals and businesses 

1.800.267.6999

Individual income tax enquiries
Tax information for individuals including personal income tax returns, instalments and RRSPs

1.800.959.8281

GST/HST credit
GST/HST credit and related provincial and territorial programs

1.800.959.1953

Payment arrangements
Discuss income tax payment arrangements with an agent

1.888.863.8657
International tax and non-resident enquiries 1.855.284.5942

Mailing Address for CRA (Filing Paper Returns)

Canada Revenue Agency
Tax Centre
Post Office Box 14001, Station Main
Winnipeg MB R3C 3M3

Newcomers to Canada - First time filers must have their return filed and mailed to the International Tax Services Office at:

International Tax Services Office
PO Box 9769, Station T
Ottawa, ON K1G 3Y4

 

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