Source URL

https://www.canada.ca/en/revenue-agency/services/tax/individuals/community-volunteer-income-tax-program/lend-a-hand-individuals/training-volunteers/itavp-learning-guide/best-practices-tax-preparation/confirming-identity.html

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Confirming the individual’s identity

Screening for eligibility

Before agreeing to complete an individual’s tax returns, the organization and the volunteer must ensure that the individual is eligible for the income tax assistance program.

Note that an organization may adjust the suggested income limits to reflect the local economic reality, the population being served and the number of resources it has.

For more information, refer to the Income Tax Return Preparation Sessions section in the Guide for Volunteers available in the Personalized Space for Volunteers on Revenu Québec’s website.

CRA’s SimpleFile and Revenu Québec’s Simplified Income Tax Return services

The CRA's SimpleFile service, formerly called File my Return, allows eligible individuals to submit their federal tax return by answering a series of short questions through an automated phone service, online or by paper. For more information on this service, refer to SimpleFile services on Canada.ca.

The Simplified Income Tax Return service is a new online service offered by Revenu Québec to certain individuals to file their Quebec income tax return as part of a pilot project called Simplified Income Tax Return. For more information on this service, refer to Simplified Income Tax Return.

Important note

Note that under the income tax assistance program, volunteers are not authorized to file either the individuals’ federal tax return or the Quebec income tax return using these two services. The volunteers must, however, verify with the individual if they used these services to file their tax returns when validating the individual's eligibility for the income tax assistance program.