Tax Credit Outreach Resources

The Get It Back Campaign helps eligible workers in the United States claim tax credits and use free tax filing assistance to maximize tax time. A project of the Center on Budget and Policy Priorities, the Campaign partners with community organizations, businesses, government agencies, and financial institutions to conduct outreach nationally. For 30 years, these partnerships have connected lower and moderate-income workers to tax benefits like the Earned Income Tax Credit (EITC), the Child Tax Credit (CTC), and Volunteer Income Tax Assistance (VITA).

Their website contain a variety of outreach materials that can be adapted for your organization, including:



Disability Tax Credit Tool

The Canadian Disability Tax Credit (DTC) can help reduce the taxes you or someone who supports you owe. It also offers a lot of other great benefits.

To apply for the DTC, your healthcare provider will need to fill out the Disability Tax Credit Certificate (form T2201). This tool is designed to give them the information they need to fill out that form



Tax Prep Dispatch: Alternative Service Delivery Tips!

Tips and considerations for providing alternative tax filing service delivery.



Tax Prep Dispatch: The Drop-Off Process

Considerations and best practices for drop-off and virtual tax filing services.



Virtual VITA Toolkit: Program Strategies

Program strategies grounded in an understanding of your community can increase the likelihood of engagement and follow-through. The following resources are intended to support VITA programs with implementation strategies at key program stages, like outreach and intake, and offer examples of how other virtual VITA programs have addressed critical challenges.



** 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. 




Questions and answers about filing your taxes

Questions and answers released by the Canada Revenue Agency (CRA) about filing your taxes, including information on:

  • Prior to filing your tax return
    • changing your address
    • getting someone else permission to access your tax information
    • getting free tax help
  • Filing your tax return
    • deadline to file your taxes
    • common mistakes people make on their taxes
    • what is a non-refundable tax credit
  • Digital services available to file your tax return
  • After filing your tax return
    • when you can expect a refund
    • how long you should keep receipts or records
    • what to do if you cannot pay your balance owing



Virtual self-assisted tax filing: Learnings from a program pilot

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 supportProsper 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.



Read the presentation slides for this webinar.

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


Delivering virtual tax clinics: How to prepare and steps to consider 

This tax season, community tax clinics across Canada will be preparing to support clients virtually rather than in person amidst physical distancing measures due to the COVID-19 pandemic. Adapting to a virtual tax clinic model means preparing for different ways of volunteer preparation, client outreach, and delivering one-on-one tax-filing help.

In this one-hour webinar, speakers from the Community Volunteer Income Tax Program (CVITP) administered by the Canada Revenue Agency (CRA) will share key considerations for Canadian practitioners operating tax clinics in 2021, as well as how to access CVITP program training and support.

This webinar is designed to support practitioners delivering community tax clinics in Canada.

Click 'Get it' below to access the video link, and scroll down to access handouts, slides, and video timestamps for this webinar.

Read the presentation slides for this webinar.

Time-stamps for the video recording:
3:46 – Agenda and introductions
6:21 – Audience polls
11:08 – CVITP program and recent changes
16:58 – CVITP volunteer training
26:58 – What’s new for 2021 and Virtual clinics
36:37 – Q&A

Disability Alliance BC

Disability Alliance BC supports people in British Columbia with disabilities through direct services, community partnerships, advocacy, research and publications.

Their website provides information on disability benefits including the Disability Tax Credit (DTC), CPP Disability, Registered Disability Savings Plans (RDSP) and more.



Indicators for Financial Empowerment: Learnings from the National Financial Empowerment Champions Project

This resource offers a set of common indicators that community organizations can use to measure the reach and impact of their financial empowerment (FE) programming. It is intended for any community organization that works to foster greater financial well-being for economically disadvantaged Canadians.

This resource compiles the key performance indicators (KPIs) and presents them for use by community organizations beyond the National Financial Empowerment Champions (FECs) partners. The KPIs have been refined in response to partners’ feedback and in recognition of developments in the FE field, ensuring that the definitions reflect current and best practices in the field of financial empowerment/financial literacy in Canada and the USA.