In 2020, The Behavioural Insights Team partnered with United Way and Oak Park Neighbourhood Centre to develop and test an email intervention to increase participation in tax filing clinics. An "active choice" email (sample email) significantly increased response rate and attendance to virtual...

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...

Tips and considerations for providing alternative tax filing service...

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

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...

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...

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...

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...

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...

The Consumer Financial Protection Bureau (CFPB) released a guide to assist intermediaries in serving individuals to access their Economic Impact Payments (EIPs). The guide, Helping Consumers Claim the Economic Impact Payment: A guide for intermediary organizations , provides step-by-step...

The CVITP provides people, who may otherwise have dif culty accessing income tax and bene t return (return) ling services, with an opportunity to meet their ling obligations. Often, ling a return is required to gain access to, or continue to receive, the government credits and bene ts...

The position of Taxpayers’ Ombudsman (the Ombudsman) was created to support the government priorities of stronger democratic institutions, increased transparency within institutions, and fair treatment. As an independent and impartial officer, the Ombudsman handles complaints about the service of...

WoodGreen Community Services, a large multi-service frontline social service agency in Toronto, provides free tax preparation services year-round to people living on low incomes. WoodGreen was interested in designing a novel solution to address the tax filing needs of homebound seniors who are...

Many frontline community organizations provide free tax preparation services to people living on low incomes across Canada using a variety of methods. However, when COVID-19 struck, a large majority of agencies offering free tax-filing supports were forced to close their doors and halt in-person...

This infographics from the Community Volunteer Income Tax Program (CVITP) show information about the program by province for the tax filing year 2019, including number of returns filed and amount of refunds and benefits accessed.  The information is presented in English and French. Les...

This is one video in a series of videos catered to Volunteer Income Tax Assistance (VITA) program volunteers on how to introduce the savings conversation to tax filers during the tax filing process. This video shows what the savings conversation could look like at different points in the tax...

This is one video in a series of videos catered to Volunteer Income Tax Assistance (VITA) program volunteers on how to introduce the savings conversation to tax filers during the tax filing process. This video shows what the savings conversation could look like at a specific point in the tax...

This is one video in a series of videos catered to Volunteer Income Tax Assistance (VITA) program volunteers on how to introduce the savings conversation to tax filers during the tax filing process. This video discusses why promoting savings at tax time is a critical component of VITA...

In this report, The Common Cents Lab and MetLife Foundation share findings from the experiments we have run over the past several years with VITA providers to improve tax-related outcomes. We encourage you to consider implementing these ideas and engaging in additional conversations about how to...

Tax time financial capability services offered at Volunteer Income Tax Assistance (VITA) sites range from encouraging taxpayers to save a portion of their refund to free credit reviews, to referrals to financial coaching, and others in between. This report from Prosperity Now summarizes research...

This is a one-hour webinar on the tax filing experiences of Canadians living on low incomes, and some successful strategies frontline practitioners can use to reduce stress at tax time for participants, in their delivery of community tax clinics. The speakers in this webinar are: Nirupa...

The research symposium "Overcoming barriers to tax filing for people with low incomes" was held in Ottawa on Thursday, February 7, 2019, hosted by Prosper Canada and Intuit. The symposium presents research results and insights from practitioners in the field on barriers to tax filing experienced...

In this presentation, German Tejeda, National Director of Financial Programs, Single Stop USA, shares results from the Virtual VITA Program in the United States since 2012.  This presentation is from the session 'Innovations in tax filing assistance', at the tax research symposium hosted by...

In this presentation, Radya Chaerkaoui, Senior Product Manager and Innovation Catalyst, Intuit Canada, and Steve Vanderherberg, Director-Strategic Initiatives, WoodGreen Community Services, share insights from their Virtual Tax Filing Pilot program.  This presentation is from the session...

In this presentation, John Silver, Executive Director, Community Financial Counselling Service (CFCS), Winnipeg, shares insights from the low income tax program at CFCS. This program files almost 10,000 returns each year, and also provides tax clinic support to other agencies and delivers detailed...