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. 

Latest update: July 18, 2019
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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
Statistics tracking sheet template – Tax toolkit (ACSA, Scarborough, ON)
Tax data entry sheet – Tax toolkit (Sunrise Community Centre, Calgary, AB)
Anonymous Tax Tracking Sheet for participants – Tax toolkit (Sunrise Community Centre, Calgary, AB)

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