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Prosper Canada Oct 2023
Supported tax filing toolkit

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This toolkit was created to support the Virtual Self Filing tax filing model piloted in 2020-2022 by Canadian community agencies. In this model, individuals file their own tax returns, but receive support from community agency staff or volunteers to do so. In 2023, this toolkit was updated to include both in-person and virtual supported tax filing models and was renamed the "Supported tax filing toolkit" to illustrate the inclusion of resources for both of these models. 

This resource was made possible through funding from Intuit Financial Freedom Foundation and Intuit Canada. 

We are grateful to WoodGreen Community Services and EBO Financial Education Centre for their contributions to this resource. 

If you are interested in adopting the supported tax filing model in your own agency using the TurboTax for Tax Clinics software, please contact Ana Fremont (Program Delivery & Integration Manager) at [email protected].

 

Resources

This section contains resources that describe the supported tax file model and includes sample scripts and documents relevant to both virtual and in-person supported tax filing. These documents may be customized for your own agency.

This section contains documents that have been tailored for in-person supported tax filing.

This section contains documents that have been tailored for virtual supported tax filing.

This section contains additional resources to support at tax time. Be sure to also review our Tax filing toolkit and Financial Coaching toolkit for other relevant resources.

Sample client profiles (WoodGreen)
Common tax deductions
Common sources of income and their tax slips
Notice of Assessment – how to read it 
Encouraging tax filing at virtual clinics

Author: Prosper Canada
Topic: Tax filing and benefits
Publisher: Prosper Canada
Location: Canada
Format: Toolkit
Content Type: Prosper Canada Toolkits
Publication Date: October 17, 2023
Related Tags
CanadaFinancial Empowerment integration and service designOnline servicesTax clinicTax filing