Transcript

Image on screen: Title of the video; in the bottom right-hand corner, the CVITP logo shows the outline of colourful people encircling text: People Helping People

[Soft background music throughout the video]

Narrator: CVITP learning guide overview

Community Volunteer Income Tax Program

Image on screen: CVITP learning guide homepage

Narrator: Welcome to the overview of the CVITP learning guide. This is a resource designed to help new and returning CVITP volunteers prepare tax returns for eligible individuals.

The content of the learning guide is organized in two main parts:

• Volunteer guidelines, where you can find program related information [callout surrounds the section] and
• CRA tax information, which includes information specific to taxes for eligible individuals who get help through the program [callout surrounds the section]

The Related items section [callout surrounds the section], at the bottom of the page, includes useful resources such as:

• case studies to practice with, a video gallery, forms, job aids, factsheets and useful contacts and links for volunteers

We strongly encourage new CVITP volunteers to review the entire learning site before they start preparing tax returns.

Let’s explore the site!

Image on screen: close up view of the Volunteer guidelines section on the homepage

Narrator: We will start with the first part of this training site: the Volunteer guidelines.

To bring you up to speed with the latest CVITP program changes, we recommend you review the What’s new this filing season - CVITP page [callout surrounds the section and cursor clicks on the link].

Image on screen: What’s new this filing season – CVITP page

Narrator: To read the information, click on the expandable items which are displayed as rectangular tabs with a forward arrow and a topic title [callouts surround each of the tabs].

Image on screen: close up view of the Volunteer guidelines section on the homepage

Narrator: Whether you are a new or returning CVITP volunteer, we encourage you to visit the Get ready to volunteer page [callout surrounds the section and cursor clicks on the link].

Image on screen: Get ready to volunteer page

Narrator: Here, you can review the information related to the various CVITP volunteer roles and registration requirements [callout surrounds the topics].

You will also find useful information on how to get access to the software and tips on safeguarding taxpayer information [callout surrounds the topics].

At the bottom of the page, check out the lists of supplies to support you in your CVITP role [callout surrounds the topic].

Image on screen: close up view of the Volunteer guidelines section on the homepage

Narrator: Let’s return to the homepage.

Click on Procedures for tax preparation [callout surrounds the section and an cursor clicks on the link].

Image on screen: Procedures for tax preparation landing page

Narrator: To read the procedures for each section, click on the links.

In this demo, we’ll select the Getting authorization to electronically submit the tax return section [callout surrounds the section and cursor clicks on the link].

Image on screen: Getting authorization to electronically submit the tax return page

Narrator: On this page, click on the title to access the information related to each topic [accolade marks the topics and arrow points to them].

For example, click on Getting authorization to electronically submit the tax return virtually [callout surrounds the topic and cursor clicks on the link].

Image on screen: close up view of Getting authorization to electronically submit the tax return virtually page

Narrator: To read the instructions, you have 3 options for completing the signing of section II of TIS60 [callout surrounds the options].

Let’s select ‘Send a password protected email [option selected and arrow pointing to it]. This will open up the procedures related to this specific topic [callout surrounds the text appearing on page].

Note, to view the Sample of generic email, click on the expandable item [callout surrounds the tab].

Throughout this learning guide, you’ll come across various specialized terms. Here is an example.

To view a definition of each of these terms, click on the hyperlinks [callouts surround the links].

Let’s take a look at Document control number, for instance [cursor clicks on the link].

Image on screen: close up view of Document control number (DCN) window against blurred background

Narrator: Read the definition then close the window to return to the page.

Image on screen: close up view of the Volunteer guidelines section on the homepage

Narrator: Once again, we return to the homepage of the CVITP learning guide.

Click on UFile overview [callout surrounds the section and cursor clicks on the link].

Image on screen: UFile overview page

Narrator: Each section includes a screen-by-screen guide on how to use the UFile CVITP tax software when preparing a tax return.

Let’s take a closer look! For example, click on How to set up the software and start a new file [callout surrounds the section and cursor clicks on the link].

Image on screen: How to set up the software and start a new file page

Narrator: Read through the screen-by-screen instructions on the page.

To get a better view of the screenshot, click on the image to enlarge it [cursor clicks to expand the image showing in full on screen]. This applies to all the images throughout this training site.

We’ve now completed a review of the first part of the CVITP learning guide.

Image on screen: close up view of the CRA tax information section on the homepage

Narrator: Now, let’s have a look at the second part of this training site: the CRA tax information.

To find out about the latest tax-related updates, we encourage you to review the information on the What’s new this filing season - tax return page [callout surrounds the section and cursor clicks on the link].

Image on screen: What’s new this filing season – tax return page

Narrator: To read the information, click on the expandable items [accolade marks the topics and arrow points to them].

Image on screen: close up view of the CRA tax information section on the homepage

Narrator: Now, let’s move on to the next section: Tax guide for volunteers [callout surrounds the section and cursor clicks on the link].

Image on screen: Tax guide for volunteers landing page

Narrator: This section provides you with an overview of tax topics volunteers may come across and screen-by-screen instructions on how to input specific income, deductions, credits and other expenses into the UFile software. Here, you will also find information on identification and marital status [callouts surround each section as the narration goes].

Let’s explore this section more closely.

Click on Identification and marital status [callout surrounds the section and cursor clicks on the link].

Image on screen: Identification and marital status page

Narrator: This page includes tips for filling out identification sections, identifies the mandatory information and gives definitions for marital status types.

Let’s go back to the Tax guide for volunteers page and click on Find a tax topic [callout surrounds the section and cursor clicks on the link].

Image on screen: Find a tax topic page

Narrator: This page provides a complete index of all CVITP-related tax topics and allows you to filter the information in two ways:

• by selecting one of the radio buttons from the list of topics [callout surrounds the buttons], or
• by typing a term or phrase in the text box above the table [callout surrounds the field]

The filter options in the topic list are based on clienteles volunteers may help such as: newcomers, persons with disabilities, students, etc [arrows pointing to the topics].

To access the information, select one of the topics from the list [callout surrounds the section]. Press the reset filter button to start a new search [arrow points to the reset button].

To sort the lists of topics in the table, click on one of the arrows at the top of each column [arrows point to the columns]. This will reorganize the list into ascending or descending order for the line number, name, UFile instructions and type.

Once you select a topic, the tax-related information shows up in the table below [callout surrounds the section].

To read the theory information, click on the links listed under the Line name [callout surrounds the section].

To view the screen-by-screen guide instructions, click on the UFile instructions link within the table [callout surrounds the section and cursor clicks on the link; Pension and savings plans page opens and closes].

Note, you can also view or even print the PDF version of the UFile instructions [arrows pointing to the links and cursor opens the PDF; Pension and saving plans page opens and callout surrounds the print icon and arrow points to it].

Image on screen: Tax guide for volunteers landing page

Narrator: Let’s go back to the Tax guide for volunteers section.

So far, you’ve seen how you can filter and access tax-related information on the Find a tax topic page.

You can also view the same information without using the filter page. Instead, visit the 2 sections:

• types of income, deductions and credits, and
• UFile instructions by tax situation [callouts surround each section]

Let’s take a quick look at each.

First, click on Types of income, deductions, and credits [cursor clicks on link].

Image on screen: Types of income, deductions, and credits landing page

Narrator: Then, click on any of the links within this section to view a full list of CVITP tax-related theory topics regarding income, credits, deductions and other items [arrows pointing to the topics].

Image on screen: Tax guide for volunteers landing page

Narrator: Let’s return to the Tax guide for volunteers page once again. Then, click on the UFile instructions by tax situation section [callout surrounds the section and cursor clicks on the link].

Image on screen: UFile instructions by tax situation landing page

Narrator: To access the screen-by-screen UFile instructions, click on each heading that relates to the different sections within the UFile software.

Image on screen: close up view of the CRA tax information section on the homepage

Narrator: Now, that we’ve explored the Tax guide for volunteers, let’s have a look at the other sections under the CRA tax information.

Image on screen: Tax considerations for Newcomers and Indigenous Peoples page

Narrator: In the Tax considerations for Newcomers and Indigenous peoples section [callout surrounds the section and cursor clicks on the link], you’ll find additional information related to these specific clienteles as they often have unique tax filing requirements.

Click on each topic to read the information [arrows pointing to each topic].

Image on screen: close up view of the CRA tax information section on the homepage

Narrator: Once again, let’s return to the homepage of this learning site.

The CRA electronic services is a one-stop shop [callout surrounds the section and cursor clicks on the link opening the landing page] that provides CVITP volunteers with information related to the EFILE, Auto-fill my return, Represent a client and ReFile services [arrows pointing to each topic].

Image on screen: CRA electronic services page

Explore this section to find out more about each of these services.

Image on screen: close up view of the Related items section on the homepage

Narrator: The CVITP learning guide includes a Related items section at the bottom of the homepage [callout surrounds the section].

This section includes a range of resources and tools that will support you throughout the year.

Let’s take a closer look at the Practice with case studies page.

Image on screen: Practice with case studies page

Narrator: Here, you’ll find a list of scenario-based examples that will help you practice preparing tax returns using mock background information and tax slips for individuals and families.

For example, let’s click on Claiming medical expenses [scrolling down to the topic, callout surrounds the section and cursor clicks on the link to open the page].

Each case study starts with a pre-test question on existing knowledge.

Every case study presents instructions to follow when practicing in UFile. Then, you receive background information followed by the tax situation.

Once you’ve completed the case study, review your results by opening the PDF document.

Finally, consider the takeaway points at the end of the page [callouts surround each section on the page as the narration goes].

Image on screen: close up view of the Related items section on the homepage

Narrator: Back in the Related items section, let’s click on the Video gallery link [callout surrounds the link and cursor clicks on it].

Image on screen: Video Gallery page

Here, you’ll find a number of tutorials that can help you navigate the AFR service and the UFile CVITP software, for example. Check them out!

Image on screen: close up view of the Related items section on the homepage

Narrator: We are encouraging you to explore all of the resources and use them when preparing tax returns as a CVITP volunteer.

For instance, the Contacts and links page is a helpful resource for all CVITP volunteers, new or returning [callout surrounds the link and cursor clicks on it].

Image on screen: Contacts and links page

Narrator: The page includes important information, such as:

• Telephone numbers
• Mailing addresses
• Helpful links

[callouts surround each topic]

It is worthwhile having it bookmarked in your favourites!

Image on screen: CVITP learning guide homepage

This concludes the CVITP learning guide overview.

Note, this training site refers to software exclusive to the CVITP program that is not available to Canadians.

Image on screen: Two boxes showing the website information and the CVITP dedicated help line for volunteers phone number

Please remember not to share this website with anyone outside of CVITP volunteers and organizations.

Text on screen: copyright: Created by HRB Multimedia in collaboration with ABSB Community Outreach and Support Division. All rights reserved, 2023

Copyright: His Majesty the King in Right of Canada, represented by the Minister of Revenue

Image on screen: Canada Revenue Agency logo; Canada wordmark and animated Canada flag