** Virtual self-filing tax filing toolkit **


This toolkit has been created to support the Virtual Self Filing tax filing model piloted in 2020 by community agencies in Ontario. In this model, individuals file their own tax return but receive support from community agency staff or volunteers to do so. 

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 Virtual Self Filing tax filing model in your own agency using the TurboTax for Tax Clinics software, please contact Ana Fremont (Program Delivery & Integration Manager) at afremont@prospercanada.org. 




Soaring with savings

Saving is an important part of financial well-being. Saving money helps you manage short-term needs such as day-to-day spending. It protects you and your family during emergencies. It is the key to reaching your future hopes and dreams.

Maybe you are recovering from a hard time financially and re-starting your savings. Or maybe you are setting new goals, large or small. It is always a good idea to check your savings habits. Savings can give you peace of mind and the freedom to do the things you enjoy.

These worksheets can help you think through what kind of saving is important for you. It can help you create a plan for achieving your financial goals. The worksheets also contain information about savings plans and government supports for education and retirement.

Download the accompanying training deck and facilitation guide for activities, facilitation techniques, tools and resources to use with the Soaring with savings worksheets.

Soaring with savings was made possible through the generous support of Immigration, Refugees and Citizenship Canada, and the Investment Industry Regulatory Organization of Canada (IIROC).

We are grateful to Momentum Community Economic Development Society and Family Services Greater Vancouver for their content consultation on this resource.

Added on December 17, 2020:  SWS Worksheet #6b - CLB checklist
SWS Worksheet #6b - CLB checklist (Fillable PDF)

November 24, 2020:
Soaring with savings - Training tools - Training deck and facilitator guide