Tax filing toolkit – Prosper Canada Learning Hub

Tax filing toolkit

Author: Prosper Canada
Topic: Financial literacy, Tax filing and benefits
Publisher: Prosper Canada
Location: Canada
Format: Toolkit
Content Type: Prosper Canada Toolkits
Publication Date: February 12, 2019

In this toolkit you'll find materials to help you learn about what's involved in tax filing, and some materials to support setting up your own community tax clinic.

Added on September 14, 2020:
Getting government payments by direct deposit
Recevoir des paiements du gouvernement par dépôt direct

September 1, 2020:

Taking care of your tax and benefit affairs can pay off - Canada Revenue Agency (CRA)
S’occuper de ses impôts et de ses prestations peut être payant - Agence du revenu du Canada

Income tax basics

Why file? The benefits of tax filing (Tax toolkit)
Getting government payments by direct deposit
Income tax 101: What are tax deductions, benefits, credits, exemptions, and brackets? (Tax toolkit)
Considerations for Indigenous people at tax time (Tax toolkit)
Resources about tax filing in Canada (Tax toolkit)

Community tax clinic guides

About volunteer tax clinics: Help your community members file their taxes (Tax toolkit)
Getting started as a community tax clinic (Tax toolkit)
Tax clinic staff and volunteer roles (Tax toolkit)
Tax clinic preparation: Recommended timeline (Tax toolkit)
Insights on planning free tax clinics in Indigenous communities: Infographic (Tax toolkit)

Tax clinic resources for practitioners

The tax clinic resources below are from our community partner organizations. These are examples that may be adapted to your own community tax clinic needs. Whenever possible, we have credited the original author of each document and included contact information if you would like to find out more about using and adapting the resource.

Resources to support tax clinic delivery and tax filing
Simplified Intake Form 2019 (ACSA, Scarborough, ON)
Tax Clinic Host Checklist (The Working Centre, Kitchener-Waterloo, ON)
Income tax checklist for participants (The Working Centre, Kitchener-Waterloo, ON)
Intake form for Couples (E4C, Edmonton, AB)
Tax Prep Quick Reference Guide (E4C, Edmonton, AB)

Other resources to support participants at tax time
Income tax summary (The Working Centre, Kitchener-Waterloo, ON)
Form for Missing Income Info for Revenue Canada (The Working Centre, Kitchener-Waterloo, ON)
Forms for rental information (The Working Centre, Kitchener-Waterloo, ON)
Referral to FEPS (The Working Centre, Kitchener-Waterloo, ON)
Envelope checklist (E4C, Edmonton, AB)
Seniors Info Sheet – Federal and provincial benefits (E4C, Edmonton, AB)

Resources for outreach and promotion
Tax clinic flyer (ACSA, Scarborough, ON)
2019 tax clinic flyer (Jane Finch Centre, Toronto, ON)
2019 tax clinic flyer (North York Community House, Toronto, ON)

Resources to support tracking and evaluation
Tax data entry sheet – Tax toolkit (Sunrise Community Centre, Calgary, AB)
Anonymous tax tracking sheet (Aspire collective, Calgary, AB)

Additional information and resources on tax filing

Benefits, credits and financial support: CRA and COVID-19 – Canada Revenue Agency (CRA)
Covid-19: Free virtual tax clinics – Canada Revenue Agency (CRA)
Get ready to do your taxes – Canada Revenue Agency (CRA)
Taking care of your tax and benefit affairs can pay off (tax filing info sheet) – Canada Revenue Agency (CRA) *NEW
Slam the scam – Protect yourself against fraud – Canada Revenue Agency (CRA)
Supported Self: File Piloting a new way to empower individuals to file taxes independently – Prosper Canada
Virtual Tax Filing: Piloting a new way to file taxes for homebound seniors – Prosper Canada
Webinar Series on Taxes (May 2020) – Momentum