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Discover financial empowerment resources

Search this library to find research and resources from across the financial empowerment field.
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Taxology podcast

The CRA has launched taxology podcasts. These weekly informal sessions address different topics whether you’re starting your first job, doing your first return, or need a refresher on the basics. CRA hosts talk to experts to share tips and answer top questions to help listeners understand the...

Topic: Tax filing and benefits
Author: Canada Revenue Agency
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Do You Have to File Taxes Every Year in Canada?

This article by Credit Canada answers many questions around tax filing. For instance, what happens if you don't file your taxes, or you don't pay any tax owing. It also addresses the benefits of filing your taxes.  Click on "Access this resource" to learn...

Topic: Tax filing and benefits
Author: Cathy Plowman
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A Simple Guide to Understanding RRSPs

 Registered Retirement Savings Plans (RRSPs) are accounts registered with the Canada Revenue Agency (CRA) that help you save for retirement or other goals. To make it easier, the British Columbia Securities Commission has created a simple guide to understanding RRSPs. In this post you’ll learn...

Topic: Asset building and saving, Tax filing and benefits
Author: BC Securities Commission
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What to do if your tax return is reviewed or audited

After you file your tax return, Canada Revenue Agency processes it. It will issue you a refund or charge you for taxes owing, depending on the result of your return. While many returns are processed without a review, sometimes your tax return may be reviewed or audited. The Ontario Securities...

Topic: Tax filing and benefits
Author: Ontario Securities Commission
Publisher: Ontario Securities Commission
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How to open a Registered Disability Savings Plan (RDSP) for yourself or a loved one with a disability

This publication is an outreach product  to help promote the program "How to open a Registered Disability Savings Plan (RDSP) for yourself or a loved one with a disability". This infographic was created in response to feedback from stakeholders and was designed in collaboration with experts in...

Topic: Tax filing and benefits
Author: Government of Canada
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The Gig Economy: What You Need to Know When Filing Taxes For Your Side Hustle

Practically everyone today seems to have some form of debt. Whether that’s from student loans or credit cards, debt is a huge issue for Canadians—one that we could all use a little help to get out of. To gain some relief, people all over the world have turned to side hustles and the “gig...

Topic: Financial literacy, Tax filing and benefits
Author: Jean Riddell
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An intelligent Martian asks a question that we can’t answer

In this blog, John Stapleton breaks explains income security and personal tax systems in Canada in the simplest way...

Topic: Financial well-being, Tax filing and benefits
Author: John Stapleton
Publisher: Open Policy Ontario
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Financial Health & Wealth

You worry about your family's physical, mental and spiritual health. You take care of yourself and make sure you and your family are healthy, safe and happy. Many people do not realize that you also need to be financially healthy.  Financial wellness is understanding and managing your own money....

Topic: Financial well-being
Author: The Native Women's Association of Canada
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Your financial toolkit

A comprehensive learning program that provides basic information and tools to help adults manage their personal finances and gain the confidence they need to make better financial decisions. Learn more about the program and how to use the learning...

Topic: Financial literacy
Author: FCAC - Financial Consumer Agency of Canada
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7 reasons to file a tax return

There are many good reasons to keep up to date on your tax filing each year. You may file a tax return even if you don’t have any income. It could help you access certain refundable tax credits and other...

Topic: Tax filing and benefits
Author: Ontario Securities Commission
Publisher: Ontario Securities Commission
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Community volunteer income tax program (CVITP)

Need help filing your taxes? You may be able to avail of the Community Volunteer Income Tax Program.  The Community Volunteer Income Tax Program (CVITP) has existed since 1971 and is a longstanding partnership between the Canada Revenue Agency (CRA), and community organizations and their...

Topic: Tax filing and benefits
Author: Canada Revenue Agency
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How income tax works

Filing your taxes might be one of the most important financial actions you’ll take each year. It can also feel confusing or stressful at times.  Find out more about how income tax works, including tax deductions and tax credits using the Ontario Securities Commission's interactive chart...

Topic: Tax filing and benefits
Author: Ontario Securities Commission
Publisher: Ontario Securities Commission
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Learn about your taxes (free CRA online course)

A free online course to learn about personal income taxes in Canada, developed by the Canada Revenue Agency. Contents include: Starting to work: Why you need a social insurance number (SIN), when to fill out a TD1 form, and what’s on your pay stub and T4 slip. Preparing to do your taxes:...

Topic: Financial literacy, Tax filing and benefits
Author: Canada Revenue Agency
Publisher: Canada Revenue Agency
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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...

Topic: Tax filing and benefits
Author: Canada Revenue Agency
Publisher: Canada Revenue Agency
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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...

Topic: Consumer protection, Financial literacy, Health
Author: Disability Alliance BC
Publisher: Disability Alliance BC
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Reaching Out: Improving the Canada Revenue Agency’s Community Volunteer Income Tax Program

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...

Topic: Best practices, Tax filing and benefits
Author: Office of the Taxpayers' Ombudsman
Publisher: Office of the Taxpayers' Ombudsman
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My money in Canada

Are you a newcomer to Canada, or someone who works with newcomers? This online tool will help you explore five money modules to better manage your finances in Canada. Learn about the financial system in Canada, income and expenses, setting goals and saving, credit and credit reports, and filing...

Topic: Asset building and saving, Financial literacy, Tax filing and benefits
Author: Prosper Canada
Publisher: Prosper Canada
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My money in Canada

This online tool will help you learn about the financial system in Canada and how to manage your money. Explore five money modules on banking, income and expenses, money goals and savings, credit, and taxes.  Clients can do the modules in the order they appear, or just the ones they want to use....

Topic: Financial coaching & counselling, Financial literacy
Author: Prosper Canada
Publisher: Prosper Canada
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Tax Filing Toolkit

In this toolkit you'll find materials to help you learn about what's involved in tax filing, and some materials to support setting up your own community tax clinic.  Updated February 18, 2025: Find the income tax package for the province or territory where you resided on December 31,...

Topic: Financial literacy, Tax filing and benefits
Author: Prosper Canada
Publisher: Prosper Canada
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VITA Volunteer Training Platform

This is Prosperity Now’s Taxpayer Opportunity Network VITA Volunteer Training platform, designed to help VITA volunteers (in the United States) train and become certified to provide free tax preparation services. These resources can provide a complete training or supplement the training offered...

Topic: Tax filing and benefits
Author: Prosperity Now (formerly CFED)
Publisher: Prosperity Now (formerly CFED)
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The Little Black Book of Scams (2nd edition)

Scammers are sneaky and sly. They can target anyone, from youngsters to retirees. They can also target businesses. No one is immune to fraud. Our group of superheroes has found a way to see through the scams. Their secret is simple: knowledge is power! Read this booklet to find out how you can...

Topic: Consumer protection
Author: Competition Bureau Canada
Publisher: Government of Canada
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Complaints Related to Service from the CRA: Lessons Learned and Working Towards Better Service

Operating at arm’s length from the Canada Revenue Agency, the Office of the Taxpayers' Ombudsman (OTO) works to enhance the Canada Revenue Agency's (CRA) accountability in its service to, and treatment of, taxpayers through independent and impartial reviews of service-related complaints and...

Topic: Tax filing and benefits
Author: Office of the Taxpayers' Ombudsman
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Who pays? A Distributional Analysis of the Tax Systems in all 50 States

Who Pays: A Distributional Analysis of the Tax Systems in All Fifty States (the sixth edition of the report) is the only distributional analysis of tax systems in all 50 states and the District of Columbia. This comprehensive report assesses tax fairness by measuring effective state and local tax...

Topic: Tax filing and benefits
Author: Aidan Davis, Carl Davis, Dylan Grundman, Lisa Christensen Gee, Matt Gardner, Meg Wiehe
Publisher: ITEP - Insititute on Taxation & Economic Policy
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Qualitative Research: The Experiences of Indigenous Communities with Tax Filing

The purpose of the study was to obtain Indigenous perspectives on tax filing to identify barriers to filing and benefit uptake. The objective of the research was to develop a better understanding of the reasons that Indigenous Peoples may file, or not file, a tax return. The CRA intends to use the...

Topic: Tax filing and benefits
Author: Canada Revenue Agency
Publisher: Canada Revenue Agency
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Backgrounder: Working Income Tax Benefit

The federal government has indicated that it will expand WITB by approximately $250 million per year beginning in 2019 to “provide additional benefits that roughly offset incremental Canada Pension Plan (CPP) contributions for eligible low-income workers.”1 The changes to CPP will be phased in,...

Topic: Tax filing and benefits
Author: Bonnie Mah
Publisher: Maytree Foundation
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