CVITP learning guide
How to prepare tax returns for eligible individuals as a CVITP volunteer.
This learning guide is for CVITP volunteers only. Do not share it with anyone not participating in the CVITP.
CVITP news and program updates New!
Visit this webpage regularly for the latest on CVITP and EFILE news, announcements and updates.
Volunteer guidelines
What’s new this filing season – CVITP
Discover the latest CVITP changes for this filing season – updated January 2025.
Get ready to volunteer
Review the CVITP roles, responsibilities, registration requirements and other information to get you started.
UFile overview
A tutorial on how to navigate the tax software and send a tax return.
Procedures for tax preparation
Use these guidelines and tips to prepare tax returns as a volunteer.
CVITP learning guide walkthrough
Learn how to use the CVITP learning guide.
CRA tax information
What’s new this filing season – tax return
Find out about the latest tax-related updates – updated January 2025.
Tax guide for volunteers
Overview and a screen-by-screen guide of income, deductions, credits and other expenses; concepts related to identification and marital status.
CRA electronic services
Overview of EFILE, Auto-fill my return (AFR), Represent a Client requirements and ReFILE for CVITP volunteers.
Tax considerations for Indigenous Peoples and newcomers
Specific tax information and concepts related to Indigenous Peoples and newcomers.
Related items
Important note
In instances where the information provided in this learning guide varies from content found on the website, canada.ca/taxes, the content found on the website takes precedence.
Disclaimer – Screenshots used in this learning guide
This learning guide uses screenshots from prior versions of the UFile CVITP software. Consequently, the images may differ slightly from the current version of the UFile CVITP. The content is accurate and generally the only difference will be the tax year being referenced. If significant changes to the current year’s software occur, a new screenshot will be published as soon as possible.
Disclaimer – PDF use
Offline use of a PDF may impact the intended learning experience as it restricts access to additional information and hyperlinks.
The online CVITP learning guide can be updated at any time and contains the most current information.