Volunteer training
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Volunteer training
Important note
This online training is for CVITP volunteers only. Do not share it with anyone not participating in the CVITP.
Whether you are a new or returning volunteer, your contribution is valued by your community and your affiliated organization.
To help eligible individuals file their Income Tax and Benefit Return, you need a basic understanding of how to complete simple tax returns.
This training is a good start to get you ready for your role. Let’s begin!
Please note: This is a YouTube video, and will only appear for those with unrestricted Internet access.
Before you begin
Learn about your roles and responsibilities, your registration requirements, and how to use this training.
UFile overview
Learn about the UFile CVITP tax preparation software and its different functionalities.
Preparing income tax returns: before, during and after
Learn the different steps involved with all aspects of completing an income tax return, such as what supplies are required, how to complete and transmit the return and what to do after the return has been completed.
Frequent client scenarios
Learn more about the most common tax situations encountered at free tax clinics, along with screen-by-screen software instructions for preparing these types of returns and example scenarios to practice with.
Resources
Need help? Find helpful links, contacts, forms and other information that may be useful when volunteering at a free tax clinic.
Important note: CVITP Virtual clinics - Guidelines and resources for volunteers
The CRA will continue to support organizations that want to host free virtual tax clinics in the 2022 filing season. Therefore, the modifications made to the regular processes can continue to be used. The following guidelines have been developed to help you through the process of completing tax returns over the telephone, by video conference, or via modified drop-off clinic type.
Guidelines for volunteers:
All volunteers participating in virtual clinics must familiarize themselves with the guidelines before preparing an individual’s tax return.
Please note that the existing Volunteer responsibilities still apply.
Note: To protect taxpayer information, please be mindful of your surroundings when speaking with individuals, especially when other people are present in your home or you have technological devices such as Google Home or Alexa. The documents are for the exclusive use of CVITP organizations and volunteers participating in virtual clinics. Please do not share the documents with anyone outside the CVITP.
PDF versions
An alternate format of this volunteer training can be downloaded for offline use when internet access is unavailable. Be advised that offline use may impact the intended learning experience as it restricts access to additional information and hyperlinks.
- Volunteer Training – Introduction (Updated - February 2022)
- Volunteer Training – Frequent client scenarios (Part 1) (Updated - February 2022)
- Volunteer Training – Frequent client scenarios (Part 2) (Updated - February 2022)
Be aware that the volunteer training can be updated at any time. Make sure you pay attention to the dates found beside the PDF hyperlinks and inside the documents. Doing this will ensure you are always using the most up-to-date PDF documents available on this site.
Important note
- Date modified:
- 2022-03-08