Test your Knowledge – Reminder of best practices
Disclaimer
We do not guarantee the accuracy of this copy of the CRA website.
Scraped Page Content
- Confirming the individual's identity
- Getting the individual's authorizations and information
- Starting to prepare the tax returns
- Getting authorization to electronically submit the tax returns
- Returning and clearing information
- What comes next?
- Test your Knowledge – Reminder of best practices
Test your Knowledge – Reminder of best practices
Question 1
That's correct
A photo identification to verify an individual's identity may include:
- a driver's licence
- a health insurance card
- a Canadian or foreign passport
- an Indian status and identification card
Sorry, that's incorrect
A photo identification to verify an individual's identity may include:
- a driver's licence
- a health insurance card
- a Canadian or foreign passport
- an Indian status and identification card
Question 2
That's correct
To authorize you to prepare their federal and provincial tax returns, each individual who takes advantage of the income tax assistance program must sign CRA Form TIS60, Community Volunteer Income Tax Program - Taxpayer Authorization, and Revenu Québec Form TP-1000.PB-V, Authorization to Complete and File a Personal Income Tax Return Online (Income Tax Assistance – Volunteer Program).
Sorry, that's incorrect
To authorize you to prepare their federal and provincial tax returns, each individual who takes advantage of the income tax assistance program must sign CRA Form TIS60, Community Volunteer Income Tax Program - Taxpayer Authorization, and Revenu Québec Form TP-1000.PB-V, Authorization to Complete and File a Personal Income Tax Return Online (Income Tax Assistance – Volunteer Program).
Question 3
That's correct
The volunteer must enter the amounts from the federal and provincial tax returns into Section II of CRA Form TIS60 and Part 3 of Revenu Québec Form TP-1000.PB-V, respectively. The individual must sign each of these sections to confirm that the amounts indicated are accurate and complete and to authorize the volunteer to file their tax returns electronically.
Sorry, that's incorrect
The volunteer must enter the amounts from the federal and provincial tax returns into Section II of CRA Form TIS60 and Part 3 of Revenu Québec Form TP-1000.PB-V, respectively. The individual must sign each of these sections to confirm that the amounts indicated are accurate and complete and to authorize the volunteer to file their tax returns electronically.
Question 4
Sorry, that's incorrect
Although the best practice is to submit the tax returns to the CRA and Revenu Québec as soon as they are completed, you have up to 48 hours to do so.
Remember that if a tax return cannot be electronically submitted within 48 hours of its preparation, you must provide a paper version to the individual, who will then have to mail it themselves.
That's correct
Although the best practice is to submit the tax returns to the CRA and Revenu Québec as soon as they are completed, you have up to 48 hours to do so.
Remember that if a tax return cannot be electronically submitted within 48 hours of its preparation, you must provide a paper version to the individual, who will then have to mail it themselves.
Question 5
That's correct
You must enter the number generated by EFILE into Part F of CRA Form TIS60 and the number generated by NetFile Québec into Part 3 of Revenu Québec Form TP-1000.PB-V. Remember to give the individual both completed and signed authorizations.
Sorry, that's incorrect
You must enter the number generated by EFILE into Part F of CRA Form TIS60 and the number generated by NetFile Québec into Part 3 of Revenu Québec Form TP-1000.PB-V. Remember to give the individual both completed and signed authorizations.
Question 6
Sorry, that's incorrect
The individual must keep all of their tax records and supporting documents for six years, including Forms TIS60 and TP-1000.PB-V.
That's correct
The individual must keep all of their tax records and supporting documents for six years, including Forms TIS60 and TP-1000.PB-V.
Page details
2025-10-27