How to install the UFile CVITP software

Learn how to install the UFile CVITP tax software.

Help people file their taxes – What to expect as a volunteer

Learn about the CVITP and your role as a CVITP volunteer.

CVITP learning guide walkthrough

Learn how to use the CVITP learning guide.

Getting ready to use the Auto-fill my return service (AFR)

Learn about AFR and the information you need as a CVITP volunteer to use this service.

Auto-fill my return demonstration Part 1: Submitting the authorization request

Learn how to submit the authorization request in the UFile CVITP tax software.

Auto-fill my return demonstration - Part 2: Signing and downloading information into UFile

Learn how to download information into the UFile CVITP tax software.

UFile CVITP overview – Part 1: UFile software - Installation requirements and layout overview

Learn about the UFile CVITP tax software installation requirements, EFILE-Netfile setup and the tax software features.

UFile CVITP overview – Part 2: Starting a new tax file – Interview section

Learn how to complete the Interview section within the UFile CVITP tax software.

UFile CVITP overview – Part 3: Reviewing, finalizing and transmitting returns by EFILE

Learn how to review, finalize and send the tax return.

Newcomers case study webinar

Learn how to prepare a tax return for a newcomer.

Disclaimer: This workshop was recorded using images from the 2023 version of UFile CVITP, with Ontario as the province of residence.