During 2020, alternative approaches to the traditional community tax clinic model have become even more valuable as COVID-19 lockdown measures prevented in-person program delivery. In response to the growing demand for alternative ways to deliver tax-filing support, Prosper Canada partnered with Intuit Canada and three community organizations in Ontario to pilot a virtual tax-filing model that empowers individuals to complete their tax return themselves. The pilot was supported by tax experts and volunteers who helped guide individuals through the TurboTax for Tax Clinics Canada software.
The webinar speakers are:
- Ana Fremont (Prosper Canada)
- Guy Labelle, (Intuit/TurboTax)
- Ansley Dawson (Woodgreen Community Services, Toronto)
- Marc D’Orgeville, (EBO, Ottawa)
This webinar is ideally suited for frontline practitioners exploring alternate ways to deliver tax-filing support to vulnerable Canadians.
Click 'Get it' below to access the video link, and scroll down to access handouts, slides, and video timestamps for this webinar.
Handouts, slides, and video time-stamps
Download the handout for this webinar: Process map: Virtual Self-File model overview
Time-stamps for the video recording:
4:01 – Agenda and introductions
5:59 – Audience polls
10:27 – Project introduction (Speaker: Ana Fremont, Prosper Canada)
14:31 – Tour of TurboTax for Tax Clinics (Speaker: Guy Labelle, Intuit)
17:59 – Woodgreen project pilot (Speaker: Ansley Dawson, Woodgreen Community Services)
27:35 – EBO 2-step process (Speaker: Marc D’Orgeville, EBO)
39:26 – Woodgreen program modifications (Speaker: Ansley Dawson, Woodgreen)
46:03 – Q&A