Volunteer at a tax clinic

Volunteer Registration for 2021 Tax Clinic Program

Recruitment for the 2021 Tax Clinic Program will commence in fall 2021. Thank you for your interest. 

If there are any further questions, please do not hesitate to contact CPA Alberta.


Individual Volunteers 

Recruitment for the 2021 Tax Clinic Program will begin in fall 2021. Thank you for your interest. 

If there are any questions, please reach out to CPA Alberta.

Group Volunteers

Recruitment for Group/Firm Volunteers will commence in fall 2021. Thank you for your interest. 

If there are any questions, please reach out to CPA Alberta.

As a CPA Alberta Tax Clinic Volunteer, there are several ways in which you can participate. Click on the descriptions below to learn more. 


Volunteer Roles

CPAs and CPA candidates are required to have at least three years of tax preparation experience.

By pairing Tax Clinic mentors with a CPA or CPA candidate (mentee), CPA Alberta can engage these volunteers. Mentors are expected to assist mentees preparing personal income tax forms and answer any questions they might have. Mentors will not be expected to complete the tax return, but rather guide the mentee. Individuals interested in volunteering as a mentor must be a designated CPA and have a minimum of three years of tax clinic experience.

Phone support volunteers will act as an additional resource to volunteers by answering questions related to completing personal tax returns—should the need arise.

Ideally, a phone volunteer would commit to one week of phone support.

Individuals interested in volunteering for a phone support position must be a designated CPA 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 6:00 p.m. - 9:00 p.m.; weekends from 10:00 a.m. - 2:00 p.m. and have experience using ProFile tax software.

Number of calls per day, if any, many vary.

Preparers prepare a pre-determined number of returns virtually using ShareFile, a safe and secure cloud based file sharing software for low income Albertans. ProFile by Intuit is provided free of charge for use at clinics.

Volunteers provide assistance in the completion of a tax return based on information supplied by the taxpayer.

Download the Community Partners, Tax Payer and Volunteer Responsibilities Guide to understand everyone's role at a Tax Clinic.


Preparing Tax Returns - Virtual Workshops and Webinars

A variety of virtual training opportunities will be available to registered volunteers in February 2022. 

Video Tax News Mandatory Training

 CPA Alberta is pleased to collaborate with Caitlin Butler CPA, CA and Joe Devaney CPA, CA of Video Tax News for our mandatory volunteer training session. More details will be available in late fall 2021.

Download the guideline and understand everyone's roles at a Tax Clinic.

Income Tax Forms

Download T1S60 Form

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

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



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


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


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


Payment arrangements
Discuss income tax payment arrangements with an agent

International tax and non-resident enquiries 1.800.959.8281


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

CPA Alberta Tax Clinic Challenge

Combine your philanthropic spirit with your competitive edge and join the 2021 CPA Alberta Tax Clinic Challenge.

The challenge encourages professional accountants from all employment sectors to compete with their fellow professionals to see who can attend the most clinics. The best part is the more clinics you attend the more help those in need will receive.

How does the challenge work?

  • You are automatically registered in the challenge when you complete your volunteer registration.
  • Encourage your fellow accountants and accounting students in your firm or organization to take part in the program and challenge another firm or organization.
  • The challenge covers the 2021 Tax Clinic season (March 1 to April 30, 2021).
  • Winners are determined by the number of clinics they attend as reported by the agencies/ associations where they volunteered.
  • At the individual level, volunteers who attend 3 or more clinics will automatically be entered into a draw for a chance to win one of three great prizes.

The Winning Categories:

Winners in each category will be posted on our website and in Daily Dividends as well as the CPA Alberta’s member magazine.

Firms/Organization Level

  • Accounting Firm, 150+ Employees
  • Accounting Firm, 25+ Employees
  • Accounting Firm, less than 25 Employees
  • Industry
  • Public Sector


Three individual prizes will be drawn from all of the names of volunteers who attend three or more tax clinics.

Benefits of Participating:

  • Exposure and recognition on our website and in Daily Dividends, as well as CPA Alberta’s member magazine, for the winning teams.
  • Personal fulfillment and the feeling of having made a difference.

For further details about the Tax Clinics Program, or for other information about the Tax Clinic Challenge, please contact volunteer@cpaalberta.ca.



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