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.

Updated January 9, 2023:

Tax brackets have been indexed for inflation

Updated February 23, 2022

The Canada Revenue Agency (CRA) has compiled information pertaining to tax filing for each province and territory:

Alberta
British Columbia
Manitoba
New Brunswick
Newfoundland and Labrador
Nova Scotia
Ontario
Prince Edward Island
Quebec
Saskatchewan
Yukon, Nunavut and Northwest Territories

Updated September 27, 2021: Added resource to Community tax clinic guides - Encouraging tax filing at virtual clinics (sample "active choice" email)

Updated April 13, 2021: Last-minute tax tips

TaxFiling_Tote_DarkBlue_ART

2021 Tax Resources - Canada Revenue Agency

Last-minute tax tips (Canada Revenue Agency) – April 13, 2021
New Canada Recovery Benefits – What to Expect
Answers to your questions on paying back the Canada Emergency Response Benefit (CERB)

Benefits and credits fact sheet – Indigenous people living in Canada
Benefits and credits fact sheet – Modest income
Benefits and credits fact sheet – Newcomers
Benefits and credits fact sheet – Newcomers in Quebec
Benefits, credits, and deductions for Seniors
COVID-19 Measures for Persons with Disabilities
Benefits and credits – Persons with Disabilities

Canada Workers Benefit – Infographic
Canada Workers Benefit – promotion card
Get your taxes done for free – promotion card

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)

Common tax deductions
Common sources of income and their tax slips
Notice of Assessment – how to read it

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)
Encouraging tax filing at virtual clinics (sample “active choice” email) – The Behavioural Insights Team *NEW*

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

Ressources de déclaration de revenus 2021 - Agence du revenu du Canada

Nouvelles prestations canadiennes de la relance économique – À quoi s’attendre
Réponses à vos questions sur le remboursement de la Prestation canadienne d’urgence (PCU)

Recevez vos versements de prestations et de crédits! – Les les autochtones qui habitent au Canada
Prestations et crédits – Revenu modeste
Nouveaux arrivants, vous pourriez recevoir des prestations et des crédits!
Nouveaux arrivants, vous pourriez recevoir des prestations et des crédits! (Quebec)
Il y a des avantages à faire ses impôts! – Personnes agées
Mesures relatives à la COVID-19 à l’intention des personnes handicapées
Des prestations et des crédits pour vous! – Les personnes handicapées

Chaque dollar compte! – L’allocation canadienne pour les travailleurs (ACT)
Chaque dollar compte! Carte promotionnelle pour l’allocation canadienne pour les travailleurs (ACT)
Faites faire vos impôts gratuitement – Carte promotionnelle

Fondements de l’impôt sur le revenu

Pouruoi declarer? Les avantages de produire une declaration de revenus
Recevoir des paiements du gouvernement par dépôt direct
Que sont les déductions, les avantages fiscaux et les crédits d’impôt?
Considérations sur la période d’impôt pour lesautochtones qui habitent au Canada
Ressources pour en savoir plus

Avis de cotisation

Comptoirs d’impôt bénévoles : Aidez les membres de votre communauté

Pourquoi ouvrir un comptoir d’impôt communautaire?
Comment s’établir comme organisme du PCBMI?
Rôles importants des bénévoles
Préparatifs pour le comptoir d’impôt: Calendrier recommandé

Ressources

S’occuper de ses impôts et de ses prestations peut être payant – Agence du revenu du Canada

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