Using Represent a Client (RAC) as a CVITP tax preparer-fra

Part of B2B tool on RAC

Using Represent a Client (RAC) as a CVITP tax preparer

On RAC process

Identity Protection Services Canada Revenue Agency

9a FC-Save at Grocery Store-FR

case study – abdullah

Feb26_P3-Booking confirmation

Inperson Disclaimer statement

Tip sheet for explaining tax filing outcomes to clients

Sample client intake form WoodGreen

Virtual STF-sample disclaimer statement

Virtual STF-Appointment outcomes sample form

STFiling_IntroGuide_Nov2023_FINAL-s

Financial Literacy Month webinar final

PDF of slides

Oct2023_STFiling_virtual Client recruitment script_FINAL-s

Oct2023_STFiling_In-person Appointment outcomes_FINAL-s

Oct2023_STFiling_In person Client recruitment script_FINAL-s

Oct2023_STFiling_Document and income eligibility check_FINAL-s

Bridge to Benefits demo for Region of Durham (1)

PPT for Durham region CoP meeting

Service ON Fee Waiver program fact sheet-Birth Certificates

In B2B tool – Fee waiver program

Client preparation checklist

B2B image for webinar copy

image for learning hub

Bridge to Benefits demo webinar – October 4

Common identification document (1)

Bridge to Benefits – communications toolkit

Bridge to Benefits – FR communications toolkit-fra

IWI-FR-07-Tips for success

6- Mefiez-vous des fraudes et arnaques

5-Ou pouvez vous obtenir des conseils

4- Dans quoi pouvez-vous investir

3- Etes vous pret a investir

2- Faire le suivi de vos revenus et de vos depenses

1- Dans quel but voulez-vous epargner

IWI-FR-full booklet-with acknowledgment

IWI booklet-May2023

IWI-04- What can you invest in

Common identification document-fra

Getting-government-payments-by-direct-deposit_French

Handout_8-10_Glossary_French

Handout_8-9_Resources_French

Activity_Sheet_8-8_Goal-setting_French

Activity_Sheet_8-7_Collection-role-play_French

MYM-EN-Full booklet

MYM-OJ-Full booklet

MYM-CR-03-TrackingYourSpending

SWS-FR-06-Saving for education

SWS-FR-07-Saving for retirement

SWS-FR-05- Saving for unstable income

SWS-FR-04-Saving for emergencies

SWS-FR-03-Savings support network

SWS-FR-02-Create a savings goal

SWS-FR-01 importance of saving

07_Connaître nos droits et nos options 2019

06_Dossier de crédit 2019

05_Faire un plan de dépense 2019

04_Suivi des depenses variables 2019

03_Faire un plan d’action 2019

02_Combien ai-je de dettes 2019

01_Vos priorites financieres 2019

DWD-FR-Booklet

SWS-01-ImportanceSaving-Fillable

SWS-07-Retirement-Fillable

SWS-06-EducationSaving-Fillable

SWS-05-UnstableIncome-Fillable

SWS-04-Emergencies-Fillable

SWS-03-SavingsNetwork-Fillable

SWS-02-SavingsGoal-Fillable

Sample MB Eligibilty Maps 22.23 CFCS

From CFCS added to Bridge to Benefits toolkit

2022.23 Welcome Sheet CFCS

From CFCS -used in Bridge to Benefits toolkit

2022.23 Benefits Reference Sheet

MYM-OJ-07-PreparingforTaxFiling

MYM-OJ-06-SettingSavingsGoal

MYM-OJ-05-MonthyBudgeting

MYM-OJ-04-TrackingYourBills

MYM-OJ-03-TrackingYourSpending

MYM-OJ-02-TrackingYourIncome

MYM-OJ-01-YourMoneyGoals

DWD-AllWorksheets-2019-04

DWD7-KnowYourRights

DWD6-CreditReportCreditScore

DWD5-MakingSpendingPlan

DWD4-TrackingFluctuatingExpenses

DWD3-MakingDebtActionPlan

DWD2-WhatDoIOwe

DWD1-YourMoneyPriorities

Updated IWI booklet

IWI-07- Tips for success

IWI-06- Watch out for investment frauds and scams

IWI-05-Where can you get advice

IWI-03- Are you ready to invest

IWI-02-Tracking your income and expenses

IWI-01- What do you want to save for

SWS-01-ImportanceSaving

DWD4-TrackingFluctuatingExpenses-Fillable

DWD2-WhatDoIOwe-Fillable

DWD1-YourMoneyPriorities-Fillable

Common identification document

List of common ID required for benefits

07-PreparingforTaxFiling-FillablePDF-Cree

05-MonthlyBudgeting-FillablePDF-Cree

02-TrackingYourIncome-FillablePDF-Cree

07-PreparingforTaxFiling-FillablePDF

06-SettingSavingsGoal-FillablePDF

05-MonthlyBudgeting-FillablePDF

04-TrackingYourBills-FillablePDF

02-TrackingYourIncome-FillablePDF

MYM-GetIt

MYM-GetIt

Module8_2019 FR_glossary

Used in OSC online course

7 Habits2018 -fra-sb

French version of 7 habits of savvy spending and saving – from fin coaching but also used in OSC course

Goal Setting FR Module8_8

used for OSC online course

Module2_FR glossary

used for OSC online course

Module 5 FR glossary

used in OSC online course

IWI-cover

Ressources

IWI-Resources

All-FL-English-handouts

All-FL-English-handouts

Handout-9-15-Glossary

Handout-9-14-Resources

Activity_Sheet-9-13-Goal-setting

Activity_Sheet-9-12-Rate-your-financial-knowledge-part-2

Handout-9-11-Making-a-complaint-about-an-investment

Handout-9-10-Complaint-letter

Handout-9-9-Dealing-with-consumer-problems

Handout-9-8-Tips-to-protect-yourself-from-fraud-and-scams

Handout-9-7-Common-types-of-fraud-and-scams

Activity_Sheet_9-6_cell-phone-checklist

Handout_5-13-Glossary

Handout_5-12-Resources

Activity_Sheet_5-11-Goal-setting

Handout-5-10-Saving-and-investment-support

Handout_5-9-Preparing-for-old-age

Handout_5-8-Savings-and-investing-tools-detailed

Handout_5-7-Saving-and-investing-tools-basic

Handout_5-6-Intro-to-saving-and-investing

Activity_Sheet_5-5_Enzo-and-Tess

Handout_5-4_Compound-interest

08. Immigrants_refugees benefits 2020

How to make a budget step by step

DWD-FacilitatorResources-2022.08.18

DWD-FacilitatorResources-2022.08.18

Budgeting-Spreadsheet

Budgeting-Spreadsheet

Tool 2_Getting started

Tool 3_Exploring partnerships

Tool 4_Designing the initiative

06-SettingSavingsGoal-FillablePDF-Cree

04-TrackingYourBills-FillablePDF-Cree

01-YourMoneyGoals-FillablePDF-Cree

Budgeting_saving_toolkit_2021.11.20

Budgeting_saving_toolkit_2021.11.20

SWS-06b-Demander-le-Bon-d’etudes-canadien

03-TrackingYourSpending-FillablePDF

3. Income tracking sheet – fillable

Income tracking sheet

Reasons to file 2020_fr

documents needed to access benefits_fr

Ben_Credits for seniors_fr

Ben_Credits for ppl w disabilities_fr

Ben_Credits for familis with kids 2020_fr

What are Bene and Credits 2020_fr

Common Bene and Credits 2020_fr

SWS-Ressources

Ben_Credits for seniors

Module 8 Debt Solutions Video Transcript

Module 6 The Cost of Credit Video Transcript

Module 2 Tax Deductions Credits and Benefits Video Transcript

Handout_0b-Resources

Top five virtual icebreakers

2. Quick warm-up activities

Feb26_P1_Guide to Virtual Self-file model

Feb26_P9_Introduction scripts

Feb26_P10_Recruit

Feb26_P8_Outcomes measure

Feb26_P7_Quick tips

Feb26_P6_Document Check

Feb26_P5_Client intake form

Feb26_P4-Disclaimer

Feb26_Pt3_Common tax slips

Feb26_P3_Client profiles

Feb26_P2_Email template

Feb26_Pt3_Common tax deductions

CFH – Social 01

CFH – Social 01 (1)

CFH – Social 02

FSGV Intake Form

FSGV First Financial Coaching – Session-Survey

Tool-ParticipantActionPlan

Tool-InfoToRemember

Tool-ContactList

Tool-ActionItems

Implementing a practice of self-care

Virtual tools for participant engagement

Tips for managing breakout rooms

Tip-SupportingClientIntakeTriageReferral

Tool-ActionItems-fillable

Tool-ContactList-fillable

Tool-ParticipantActionPlan-fillable

Implementing a practice of self-care-fillable

1.New Canada Recovery Benefits – What to Expect E

1.New Canada Recovery Benefits – What to Expect F

2.Factsheet Indigenous E

2.Factsheet Indigenous F

3.Factsheet Modest Income E

3.Factsheet Modest Income F

4.Factsheet Newcomers E

4.Factsheet Newcomers F

4.QC Factsheet Newcomers E

4.QC Factsheet Newcomers F

5.Benefits, Credits and Deductions for Seniors E

5.Benefits, Credits and Deductions for Seniors F

6.Disability Tax Credit E

6.Disability Tax Credit F

7.Person with disability E

7.Person with disability F

8.Infographic_ Canada workers benefit E

8.Infographic_ Canada workers benefit F

8.Promo Card CWB_E

8.Promo Card CWB_F

9.Get your taxes done for free_Bil

10.Answers to your questions CERB E

10.Answers to your questions CERB F

2. proof of residency Ontario

SWS-06b-CLBactionplan

Handout_4-12_Glossary

SWS-TrainingDeck&Guide-FR

SWS-TrainingDeck&Guide-FR

SWS-TrainingDeck&Guide

SWS-TrainingDeck&Guide

Handout_8-9_Resources

Handout_7-12_Resources

Handout_6-6_Resources

Handout_4-11_Resources

Handout_2-7_Resources

SWS-02-SavingsGoal-MarieBernard

SWS-02-SavingsGoal-Dave

SWS-Resources

SWS-AboutThisResource

SWS-01-L-importance-d-epargne-FillablePDF

SWS-02-Fixe-un-objectif-FillablePDF

SWS-03-Reseau-d-aide-FillablePDF

SWS-04-Les-urgences-FillablePDF

SWS-05-Revenu-Instable-Fillable

SWS-06-L-education-FillablePDF

SWS-07-La-retraite-FillablePDF

SWS-07-La-retraite

SWS-06-L-education

SWS-05-Revenu-Instable

SWS-04-Les-urgences

SWS-03-Reseau-d-aide

SWS-02-Fixe-un-objectif

SWS-01-L-importance-d-epargne

SWS-Resources

SWS-AboutThisResource

SWS-AllWorksheets

SWS-07-Retirement

SWS-06-EducationSaving

SWS-05-UnstableIncome

SWS-04-Emergencies

SWS-03-SavingsNetwork

SWS-02-SavingsGoal

Handout_2-1_Government-benefits

Getting government payments by direct deposit – FR

COVID-19 scams – FR

COVID-19 scams

Protect yourself against fraud – FR

Protect yourself against fraud

Getting government payments by direct deposit

Income volatility icon_Orange_ART

CERB-FAQ-2020-May13

CERB-WhatIs-2020-Apr23

RC629-56-F_Financial_literacy

RC629-55-E_Financial_literacy

DTC_One-Time_FR

DTC_One-Time_EN

CPA-Canada-Trousses-de-soutien

CPA-Canada-CARE-Package

COVID_Serve-You_Infographic-CERB_FR_2020-04-01_MM_500pm

COVID_Serve-You_Infographic-CERB_EN_2020-04-01_MM_500pm

COVID-19 Economic Response Plan

COVID-19_Outreach_Resource links doc_Individuals_05-13_Final_FR

COVID2_CCB_Infographic_Outreach_v4F_FINAL 05-28

02. Before you open an RESP

01. RESPs and how they can help

02. Before you open an RESP (Fr)

01. RESPs and how they can help (Fr)

06. RESP sample scenarios (Fr)

03. Individual family and group RESPs (Fr)

6. 7 tips 2020 (Fr)

8. Resources – asset building (Fr)

7. Glossary – asset building (Fr)

5. Investing in registered accounts (Fr)

4. Registered savings accounts (Fr)

3. Introduction to savings accounts (Fr)

2. My long-term goal action plan – nonfillable (Fr)

2. My long-term goal action plan – fillable (Fr)

1. Asset building for your future – nonfillable (Fr)

1. Asset building for your future – fillable (Fr)

08. My RESP action plan – fillable (Fr)

07. Plan for your RESP bank visit (Fr)

05. Family income for RESP (Fr)

04.b. Provincial education grants and bonds (Fr)

04.a. Federal education grants and bonds (Fr)

10. Resources -education savings (Fr)

09. Glossary – education savings (Fr)

08. My RESP action plan – nonfillable (Fr)

4. Registered savings accounts

10. Resources -education savings

09. Glossary – education savings

08. My RESP action plan – nonfillable

08. My RESP action plan – fillable

07. Plan for your RESP bank visit

06. RESP sample scenarios

05. Family income to receive RESP government incentives

04.b. Provincial education grants and bonds

04.a. Federal education grants and bonds

03. Individual, family and group RESPs

1. Asset building for your future – nonfillable

1. Asset building for your future – fillable

8. Resources – asset building

7. Glossary – asset building

6. Seven tips to help you stick to your goals

5. Investing in registered accounts

3. Introduction to savings accounts

2. My long-term goal action plan – nonfillable

2. My long-term goal action plan – fillable

9a FC-Save at Grocery Store (fr) 2020.07.24

1 FC-Urgent important (fr) -2020.07.24-fillable

9TipsIndividuals (fr) -2020.07.23

DebtBillsTips (fr) -2020.07.23

List of common benefits (fr) – 2020.07.24

TalkingtoCreditors (fr) 2020.07.24

FC-UrgentImportant-2020-May5-Fillable

9a-FC-Save-at-Grocery-Store

DebtBillsTips-2022

9TipsIndividuals-2020-03-31

5. Simple budget template (fr) – nonfillable

5. Simple budget template (fr) – fillable

4. Expenses tracking sheet (fr) – fillable

4. Expenses tracking sheet (fr) – nonfillable

2. How to make a budget step by step (fr)

1. The five Ws and H of budgeting (fr)

7. Cash Flow Budget (fr) – fillable

Resources – budgeting and saving (fr)

Glossary – budgeting and saving (fr)

2. Ten savings tips (fr)

1. Let compound interest work for you (fr)

3. Income tracking sheet (fr) – nonfillable

3. Income tracking sheet (fr) – fillable

8. Ten ways to trim expenses (fr)

6. Five different budgeting methods (fr)

2. Set a SMART financial goal (fr) – fillable

1. My values and money (fr) – fillable

TalkingtoCreditors2022

Coggle concept map

Concept map created using Coggle

Concept map of savings tips with different coloured branches denoting some of the different types of savings strategies one can use, such as: making it automatic, buying used or second hand, and controlling impulsive spending. Examples of each saving strategy are listed using smaller branches coming from each different coloured branch.

Q&A – COVID-19 Government of Canada Support for Individuals

COVID-19 Benefits Factsheet

COVID-19 – Money to help you

benefits credits toolkit

benefits credits toolkit

RDSP grants and bonds

Ben_Credits for ppl w disabilities

Managing in tough times-COVID-19

Managing in tough times-COVID-19

DWD6-CreditReportCreditScore-Fillable

02. Reasons to file a tax return

case study – ben

case study – martina

03. List of common benefits 2020

03. List of common benefits 2020

case study – valeria and jan

case study - valeria and jan

case study – clothilde

case study - clothilde

4. documents for social assistance

4. documents for social assistance

1. ID to access benefits

1. ID to access benefits

02. Common Bene and Credits

02. Common Bene and Credits

01. Ben_Credits for families

01. Ben_Credits for families

10. Resource links – benefits 101

10. Resource links - benefits 101

09. Glossary – benefits 101

09. Glossary - benefits 101

06. Table of tax benefits

06. Table of tax benefits

05. BST-Pathways-2017-06-26

05. BST-Pathways-2017-06-26

04. Easy mod hard pathways

04. Easy mod hard pathways

01-YourMoneyGoals-FillablePDF

01-YourMoneyGoals-FillablePDF

1g FC-Acknowledgement FR

1g FC-Acknowledgement FR

1f FC-Active Listening FR – fillable

1f FC-Active Listening FR - fillable

BudgetingApps-Handout-2020-Apr-17

BudgetingApps-Handout-2020-Apr-17

Budgeting_saving_toolkit_2020.04.20

Budgeting_saving_toolkit_2020.04.20

5a FC-Cash Flow Budget – nonfillable

5a FC-Cash Flow Budget - nonfillable

5a FC-Cash Flow Budget – fillable

5a FC-Cash Flow Budget - fillable

4. Expenses tracking sheet – fillable

5. Simple budget template – fillable

5. Simple budget template - fillable

Set a SMART financial goal

Set a SMART financial goal

My values and money

My values and money

8b FC-Planning Refund – fillable

8b FC-Planning Refund - fillable

8a-FC-Tax-Checklist

8a-FC-Tax-Checklist

8b-FC-Planning-Refund

8b-FC-Planning-Refund

6e-FC-Who-do-you-owe

6e-FC-Who-do-you-owe

6d-FC-Payment-Arrangements

6d-FC-Payment-Arrangements

6c-FC-Net-Worth

6c-FC-Net-Worth

6b-FC-Debt-List

6b-FC-Debt-List

6e FC-Who do you owe – fillable

6e FC-Who do you owe - fillable

6c FC-Net Worth – fillable

6c FC-Net Worth - fillable

6b FC-Debt List – fillable

6b FC-Debt List - fillable

6a-FC-Debt-Pay-Off-Order

6a-FC-Debt-Pay-Off-Order

5d FC-My Savings Goal – fillable

5d FC-My Savings Goal - fillable

5d FC-My Savings Goal

5d FC-My Savings Goal

5b FC-Monthly Budget – fillable

5b FC-Monthly Budget - fillable

5b-FC-Monthly-Budget-notfillable

5b-FC-Monthly-Budget-notfillable

4e-FC-Common-Questions2

4e-FC-Common-Questions2

4d-FC-Common-Questions1

4d-FC-Common-Questions1

4c-FC-Persona-Nina

4c-FC-Persona-Nina

4b-FC-Persona-Jacob

4b-FC-Persona-Jacob

4a-FC-Persona-Linda

4a-FC-Persona-Linda

3e-FC-Plan-Do-Review

3e-FC-Plan-Do-Review

3d-FC-Savings-Goal

3d-FC-Savings-Goal

3c-FC-Mind-Mapping

3c-FC-Mind-Mapping

3b-FC-Financial-Goals

3b-FC-Financial-Goals

3a-FC-Action-Plan

3a-FC-Action-Plan

2c-FC-Financial-Health-Assessment

2c-FC-Financial-Health-Assessment

2b-FC-Client-Readiness

2b-FC-Client-Readiness

1f-FC-Active-Listening

1f-FC-Active-Listening

1e-FC-Sample-Values

1e-FC-Sample-Values

1d-FC-My-Money-Priorities

1d-FC-My-Money-Priorities

1b-FC-Wheel-of-Life

1b-FC-Wheel-of-Life

1a-FC-Dreams-for-the-future

1a-FC-Dreams-for-the-future

ResourcesNonProfits

ResourcesNonProfits

5c FC-Finding Money – fillable

5c FC-Finding Money - fillable

7. CashFlowBudget – fillable

7. CashFlowBudget - fillable

4e FC-Common Questions2 – FR

4e FC-Common Questions2 - FR

4d FC-Common Questions1 – FR

4d FC-Common Questions1 - FR

4c FC-Persona-Nina – FR

4c FC-Persona-Nina - FR

4b FC-Persona-Jacob – FR

4b FC-Persona-Jacob - FR

4a FC-Persona-Linda – FR

4a FC-Persona-Linda - FR

FinancialCoachingRemote-2020-04-01

FinancialCoachingRemote-2020-04-01

1. Top icebreaker activities

1. Top icebreaker activities

9c-FC-Spending-habits

9c-FC-Spending-habits

9b-FC-Seven-habits

9b-FC-Seven-habits

7b-FC-Choose-credit-card

7b-FC-Choose-credit-card

7a-FC-Banking-Fees

7a-FC-Banking-Fees

5c-FC-Finding-Money-notfillable

5c-FC-Finding-Money-notfillable

2d FC-Referrals

2d FC-Referrals

2a-FC-Milestones-Actions-Tools

2a-FC-Milestones-Actions-Tools

1h-FC-Coaching-Moments

1h-FC-Coaching-Moments

1g-FC-Acknowledgement

1g-FC-Acknowledgement

1c-FC-First-Coaching-Meeting

1c-FC-First-Coaching-Meeting

FilingForEI(F)

ContactInfo_COVID

applying-ei

Resources – budgeting and saving

Glossary – budgeting and saving

Expenses tracking sheet

Simple budget template

Ten savings tips

Let compound interest work for you

The five Ws and H of budgeting

Ten ways to trim expenses

Five different budgeting methods

MYM-AllFiles2018

07-PreparingforTaxFiling

Handout_3-11_Resources-money-management-websites

Handout_1-8_Resources

Considerations-pour-les-autochones-2019

Activity_Sheet_5-2_Needs-and-wants_French

Handout_8-6_Collection-rules_French

Handout_6-7_Glossary

Activity_Sheet_6-5_Goal-setting

Handout_6-3_The-cost-of-credit

Handout_6-2_Credit-card-features

Handout_6-1_Types-of-credit

Activity_Sheet_5-3_Finding-money

Activity_Sheet_5-2_Needs-and-wants

Activity_Sheet_5-1_Setting-savings-goals

TaxToolkit-DeductionsBenefitsCredits-October2019

Handout_7-13_Glossary

Activity_Sheet_7-11_Goal-setting

Handout_7-10_Ways-to-improve-your-credit-score

Activity_Sheet_7-9_Credit-score-scenarios

Handout_7-8_Correcting-common-errors-on-credit-reports

Activity_Sheet_7-7_TransUnion

Activity_Sheet_7-6_Equifax

Handout_7-5_Credit-scores

Handout_7-4_Reading-a-credit-report

Handout_7-3_Sample-Equifax-credit-report

Handout_7-2_Credit-reports

Handout_7-1_Credit-bureaus

Handout_8-10_Glossary

Activity_Sheet_8-8_Goal-setting

Activity_Sheet_8-7_Collection-role-play

Handout_8-6_Collection-rules

Handout_8-5_Dealing-with-creditors

Handout_8-4_Steps-to-debt-repayment

Activity_Sheet_8-3_Ladder-of-debt-repayment-options

Activity_Sheet_8-2_dos-and-donts-2

Activity_Sheet_8-1_How-much-is-TOO-much

Handout_9-5_Cell-phone-information

Activity_Sheet_9-4_Find-a-better-deal

Handout_9-3_Smart-shopping-tips

Handout_9-2_Advertising-techniques-and-sales-tactics

Activity_Sheet_9-1_Consumer-quiz

MYM-AllWorksheets-2019

Activity_Sheet_4-10_Goal-setting

Activity_Sheet_4-9_Comparing-alternative-financial-services

Handout_4-8_Alternative-financial-services

Handout_4-7_What-are-my-rights

Handout_4-6_Opening-a-bank-account

Handout_4-5_Choosing-a-bank-and-choosing-an-account

Handout_4-4_Banks-accounts-and-services

Activity_Sheet_4-3_Banks-and-banking-services-quiz

Handout_4-2_Deposit-insurance

Handout_3-12_Glossary

Activity_Sheet_3-10_Goal-setting

Handout_3-9_Financial-record-keeping

Handout_3-8_Budgeting-tips

Handout_3-7_Budgeting-strategies

Activity_Sheet_3-6_Making-your-own-budget

Activity_Sheet_3-5_Monthly-budget-worksheet

Activity_Sheet_3-4_Budgeting-scenarios

Activity_Sheet_3-3_Expense-categories

Activity_Sheet_3-2_Income-sources

Activity_Sheet_2-5_Maria-and-Fernandos-story

Activity_Sheet_2-6_Goal-setting

Handout_2-8_Glossary

Activity_Sheet_1-2_Money-is

Activity_Sheet_1-3_Money-messages

Activity_Sheet_1-4_Just-imagine

Activity_Sheet_1-5_Rate-your-financial-knowledge

Handout_1-6_How-to-set-smart-goals

Activity_Sheet_1-7_Goal-setting

Handout_4-11_Resources_French

Handout_2-4_Filing-your-taxes

Handout_6-4_Managing-credit

Activity_Sheet_1-1_Find-someone-who

Activity_Sheet_3-1_The-B-word-budget

Activity_Sheet_9-9_Complaint_French

Handout_6-6_Resources_French

Activity_Sheet_6-5_Goal-setting_French

TaxToolkit-2019AnonymousTaxTrackingSheet-SunriseCommunityCentre

TaxToolkit-E4C-Tax Preparer Role Descr.

TaxToolkit-E4C-Singles Form 2019 Final

TaxToolkit-E4C-SENIORS INFO SHEET – updated 2019

TaxToolkit-E4C-MTTP envelope 2019

TaxToolkit-E4C-Greeter Role Descr.

TaxToolkit-E4C-Couples Form 2019 Final

TaxToolkit-E4CBenefits Volunteer Role Descr.

TaxToolkit-E4C-Appointment Scheduler Script

TaxToolkit-E4C-Appointment Scheduler Role Descr.

TaxToolkit-E4C-2019 Tax Prep Quick Reference

Handout_9-13_Glossary_French

Handout_9-12_Resources_French

Activity_Sheet_9-11_Goal-setting_French

Activity_Sheet_9-10_Rate-YOur-Financial-Knowledge,-part-2_French

Handout_9-8_Dealing-with-consumer-problems_French

Handout_9-7_Common-frauds-and-scams_French

Handout_9-5_Cell-phone-information_French

Activity_Sheet_9-4_Find-a-better-deal_French

Handout_9-3_Smart-shopping-tips_French

Handout_9-2_Advertising-techniques-and-sales-tactics_French

Activity_Sheet_9-1_Consumer-quiz_French

Handout_8-10_Glossary_French

Handout_8-9_Resources_French

Activity_Sheet_8-8_Goal-setting_French

Activity_Sheet_8-7_Collection-role-play_French

Handout_8-5_Dealing-with-creditors_French

Handout_8-4_Steps-to-debt-repayment_French

Activity_Sheet_8-3_Ladder-of-debt-repayment-options_French

Activity_Sheet_8-2_dos-and-donts-2_French

Activity_Sheet_8-1_How-much-is-TOO-much_French

Handout_7-13_Glossary_French

Handout_7-12_Resources_French

Activity_Sheet_7-11_Goal-setting_French

Handout_7-10_Ways-to-improve-your-credit-score_French

Handout_7-8_Correcting-common-errors-on-credit-reports_French

Activity_Sheet_7-7_TransUnion_French

Activity_Sheet_7-6_Equifax_French

Handout_7-5_Credit-scores_French

Handout_7-4_Reading-a-credit-report_French

Handout_7-3_Sample-Equifax-credit-report_French

Handout_7-2_Credit-reports_French

Handout_7-1_Credit-bureaus_French

Activity_Sheet_9_6_cell-phone-checklist_French

Handout_6-7_Glossary_French

Handout_6-4_Managing-credit_French

Handout_6-3_The-cost-of-credit_French

Handout_6-2_Credit-card-features_French

Handout_6-1_Types-of-credit_French

Handout_4-12_Glossary_French

Activity_Sheet_4-10_Goal-setting_French

Activity_Sheet_4-9_Comparing-alternative-financial-services_French

Handout_4-8_Alternative-financial-services_French

Handout_4-7_What-are-my-rights_French

Handout_4-6_Opening-a-bank-account_French

Handout_4-5_Choosing-a-bank-and-choosing-an-account_French

Handout_4-4_Banks-accounts-and-services_French

Activity_Sheet_4-3_Banks-and-banking-services-quiz_French

Handout_4-2_Deposit-insurance_French

Handout_4-1_Banks-and-credit-unions_French

Handout_3-12_Glossary_French

Handout_3-11_Resources-money-management-websites_French

Activity_Sheet_3-10_Goal-setting_French

Handout_3-9_Financial-record-keeping_French

Handout_3-8_Budgeting-tips_French

Handout_3-7_Budgeting-strategies_French

Activity_Sheet_3-6_Making-your-own-budget_French

Activity_Sheet_3-5_Monthly-budget-worksheet_French

Activity_Sheet_3-4_Budgeting-scenarios_French

Activity_Sheet_3-3_Expense-categories_French

Activity_Sheet_3-2_Income-sources_French

Activity_Sheet_3-1_The-B-word-budget_French

Activity_Sheet_1-7_Goal-setting_French

Handout_1-6_How-to-set-smart-goals_French

Activity_Sheet_1-5_Rate-your-financial-knowledge_French

Activity_Sheet_1-4_Just-imagine_French

Activity_Sheet_1-3_Money-messages_French

Activity_Sheet_1-2_Money-is_French

Activity_Sheet_1-1_Find-someone-who_French

TaxToolkit-2019AnonymousTaxTrackingSheet-SunriseCommunityCentre

TaxToolkit-NYCH-CVITPflyer

TaxToolkit-JaneFinch-CVITPflyer2019

TaxToolkit-FormsRentalInformation2018-TheWorkingCentre

TaxToolkit-ReferralToFEPS-TheWorkingCentre

TaxToolkit-FormForMissingIncome-TheWorkingCentre

TaxToolkit-ACSA-Tax Flyer2019_English-2019-03

TaxToolkit-ACSA-Simplified Intake Form 2019

TaxToolkit-IncomeTaxSummary2018-TheWorkingCentre

TaxToolkit-HostChecklist2018-TheWorkingCentre

Referral to FEPS

Income Tax summary 2018

Host Checklist 2018

Forms for Rental Information

PaymentArrangements-FR-2019-02-19

WhoDoYouOwe-FR-2019-02-19

WheelOfLife-FR-2018-02-19

SavingsGoal-FR-2019-02-19

SampleValues-FR-2019-02-19

PlanningForTaxFiling-FR-2019-02-19

PlanningForRefund-2019-02-19

NetWorth-FR-2019-02-19

MyMoneyPriorities-FR-2019-19

MontlySimplifiedBudget-FR-2019-02-19

MindMapping-FR-2019-02-19

FirstCoachingMeeting-FR-2018-02-19

FinancialGoalsChart-FR-2019-02-19

DreamsForTheFuture-2019-02-19

DebtPayoffOrder-FR-2019-02-19

DebtList-FR-2019-02-19

ChooseCreditCard-FR-2019-02-19

CashFlowBudget-FR-2019-02-19

BankingFees-FR-2019-02-19

ActionPlan-FR-2019-02-19

TaxToolkit-Indigenous-May2018

TaxToolkit-ClinicWhatWhy-May2018

TaxToolkit-ClinicVolunteerRoles-May2018

TaxToolkit-ClinicTimeline-May2018

TaxToolkit-ClinicPreparationTimeline-Nov2018

TaxToolkit-ClinicGettingStarted-May2018

TaxToolkit-WhyFile-May2018

TaxToolkit-Resources-May2018

Note-pour-les-communautes-2018-01-10

07_Preparation-declaration-de-revenus-2018-01-10

06_Fixer-un-objectif-d’epargne-2018-01-10

05_Budget-mensuel-2018-01-10

04_Suivi-de-vos-factures-2018-01-10

03_Suivi-de-vos-depenses-2018-01-10

02_Suivi_de_votre_revenu-2018-01-10

01_Objectifs-2018-01-10

Handout_2-7_Resources_French

Handout_2-8_Glossary_French

Activity_Sheet_3-10_Goal-setting_Punjabi

Activity_Sheet_3-6_Making-your-own-budget_Punjabi

Activity_Sheet_3-5_Monthly-budget-worksheet_Punjabi

Activity_Sheet_3-4_Budgeting-scenarios_Punjabi

Activity_Sheet_3-3_Expense-categories_Punjabi

Activity_Sheet_3-2_Income-sources_Punjabi

Activity_Sheet_3-1_The-B-word-budget_Punjabi

Tax Prep Timeline_2018

Income Tax Basics_2018

Volunteer Clinics Tax_2018-Nov-5

Handout_2-8_Glossary

MYM-TrainingDeckFinal-2018-08-22

MYM-TrainingDeckFinal-2018-08-22

MYM-FacilitationManualPDF-2018-08-22

Handout_6-4_Managing-credit

Handout_4-1_Banks-and-credit-unions

Handout_2-3_Reading-a-pay-stub

Activity_Sheet_2-2_Reading-Davids-pay-stub-quiz

MYMupdate-NewPage-2018-06

Handout_2-4_Filing-your-taxes_French

Handout_2-4_Filing-your-taxes_French

Handout_2-3_Reading-a-pay-stub_French

Handout_2-3_Reading-a-pay-stub_French

Activity_Sheet_1-2_Money-is_French

Activity_Sheet_1-2_Money-is_French

Activity_Sheet_1-7_Goal-setting_Hindi

Activity_Sheet_1-7_Goal-setting_Hindi

Activity_Sheet_9-9_Complaint_Farsi

Activity_Sheet_9-9_Complaint_Farsi

Activity_Sheet_9-9_Complaint_Korean

Activity_Sheet_9-9_Complaint_Korean

Activity_Sheet_9-9_Complaint_Tamil

Activity_Sheet_9-9_Complaint_Tamil

Activity_Sheet_2-6_Goal-setting_Tamil

Activity_Sheet_2-6_Goal-setting_Tamil

Activity_Sheet_3-2_Income-sources

Activity_Sheet_3-2_Income-sources

MYMsnip1-Frog

Activity_Sheet_9-9_Complaint_Tagalog

Activity_Sheet_9-9_Complaint_Tagalog

Activity_Sheet_9-9_Complaint_Spanish

Activity_Sheet_9-9_Complaint_Spanish

Activity_Sheet_9-9_Complaint_Punjabi

Activity_Sheet_9-9_Complaint_Punjabi

Activity_Sheet_9-9_Complaint_Hindi

Activity_Sheet_9-9_Complaint_Hindi

Activity_Sheet_9-9_Complaint_Gujarati

Activity_Sheet_9-9_Complaint_Gujarati

Activity_Sheet_9-9_Complaint_Arabic

Activity_Sheet_9-9_Complaint_Arabic

Activity_Sheet_8-8_Goal-setting_Tamil

Activity_Sheet_8-8_Goal-setting_Tamil

Activity_Sheet_8-8_Goal-setting_Hindi

Activity_Sheet_8-8_Goal-setting_Hindi

Activity_Sheet_8-8_Goal-setting_Farsi

Activity_Sheet_8-8_Goal-setting_Farsi

Activity_Sheet_7-11_Goal-setting

Activity_Sheet_7-11_Goal-setting

Activity_Sheet_6-5_Goal-setting_Farsi

Activity_Sheet_6-5_Goal-setting_Farsi

Activity_Sheet_6-5_Goal-setting_Hindi

Activity_Sheet_6-5_Goal-setting_Hindi

Activity_Sheet_6-5_Goal-setting_Tamil

Activity_Sheet_6-5_Goal-setting_Tamil

Handout_6-3_The-cost-of-credit_French

Handout_6-3_The-cost-of-credit_French

Activity_Sheet_5-9_Goal-setting_Tamil

Activity_Sheet_5-9_Goal-setting_Tamil

Activity_Sheet_5-9_Goal-setting_Hindi

Activity_Sheet_5-9_Goal-setting_Hindi

Activity_Sheet_5-9_Goal-setting_Farsi

Activity_Sheet_5-9_Goal-setting_Farsi

Handout_5-11_Glossary_French

Handout_5-11_Glossary_French

Handout_5-10_Resources_French

Handout_5-10_Resources_French

Handout_5-4_Compound-interest_French

Handout_5-4_Compound-interest_French

Activity_Sheet_3-2_Income-sources

Activity_Sheet_3-2_Income-sources

Activity_Sheet_2-6_Goal-setting_Hindi

Activity_Sheet_2-6_Goal-setting_Hindi

Activity_Sheet_2-6_Goal-setting_Farsi

Activity_Sheet_2-6_Goal-setting_Farsi

Handout_2-4_Filing-your-taxes_French

Handout_2-4_Filing-your-taxes_French

Handout_2-3_Reading-a-pay-stub_French

Handout_2-3_Reading-a-pay-stub_French

Activity_Sheet_1-7_Goal-setting_Tamil

Activity_Sheet_1-7_Goal-setting_Tamil

Activity_Sheet_1-4_Just-imagine_Tamil

Activity_Sheet_1-4_Just-imagine_Tamil

Activity_Sheet_1-2_Money-is_Tamil

Activity_Sheet_1-2_Money-is_Tamil

Activity_Sheet_1-2_Money-is_Tagalog

Activity_Sheet_1-2_Money-is_Tagalog

Activity_Sheet_1-2_Money-is_Spanish

Activity_Sheet_1-2_Money-is_Spanish

Activity_Sheet_1-2_Money-is_Punjabi

Activity_Sheet_1-2_Money-is_Punjabi

Activity_Sheet_1-2_Money-is_Korean

Activity_Sheet_1-2_Money-is_Korean

Activity_Sheet_1-7_Goal-setting

Activity_Sheet_1-7_Goal-setting

Activity_Sheet_1-4_Just-imagine_Hindi

Activity_Sheet_1-4_Just-imagine_Hindi

Activity_Sheet_1-2_Money-is_Hindi

Activity_Sheet_1-2_Money-is_Hindi

Activity_Sheet_1-2_Money-is_Gujarati

Activity_Sheet_1-2_Money-is_Gujarati

Activity_Sheet_1-7_Goal-setting_Farsi

Activity_Sheet_1-7_Goal-setting_Farsi

Activity_Sheet_1-4_Just-imagine_Farsi

Activity_Sheet_1-4_Just-imagine_Farsi

Activity_Sheet_1-2_Money-is_Farsi

Activity_Sheet_1-2_Money-is_Farsi

Activity_Sheet_1-2_Money-is_Arabic

Activity_Sheet_1-2_Money-is_Arabic

Activity_Sheet_1-2_Money-is_French

Activity_Sheet_1-2_Money-is_French

06-SettingSavingsGoal

06-SettingSavingsGoal

05-MonthlyBudgeting

05-MonthlyBudgeting

04-TrackingYourBills

04-TrackingYourBills

03-TrackingYourSpending

03-TrackingYourSpending

02-TrackingYourIncome

02-TrackingYourIncome

01-YourMoneyGoals

01-YourMoneyGoals