Forms, job aids, fact sheets
The table below includes forms, job aids and fact sheets volunteers use when preparing tax returns through the CVITP.
CVITP tip
These documents are not available on Canada.ca. For a complete list of forms, visit Canada Revenue Agency forms listed by number.
Click on the document name to access the PDF version of the fact sheet, form or job aid, which you can view, print or save.
| Name | Description | Type |
|---|---|---|
| Authorization request – signature page (pre-filled) | Taxpayer authorization needed to allow a CVITP volunteer to use CRA's Auto-fill my return service. Note: Use the form generated by the tax software. If you are using a hard copy, it is very important to add the expiry date you would see on the electronic version. |
Form |
| T1260 - Community Volunteer Income Tax Program - Income Tax and Benefit Return Summary | This form is a transcribed summary of the information from the individual’s completed tax return prepared by a CVITP volunteer. | Form |
| TIS60 - Community Volunteer Income Tax Program – Taxpayer Authorization | This form allows a CVITP volunteer to get the individual’s authorization to prepare and file their tax return. | Form |
| CVITP Grant | Information about the CVITP grant and eligibility requirements. | Factsheet |
| Tips for helping clients in difficult situations | Effective communication strategies for helping clients faced with difficult situations. | Job aid |
| How income tax is calculated | Understanding the steps required to calculate the tax return and determine the refund, balance owing, or neither (nil). | Job aid |
| Steps for hosting a free tax clinic | Steps an organization should take to host free tax clinics. | Job aid |
| Steps for volunteering at a free tax clinic | Steps a volunteer should take to participate at a free tax clinic. | Job aid |
| Steps for preparing income tax returns | Steps a volunteer should take to prepare income tax returns. | Job aid |
| Using the Represent a Client service | How to navigate in the Represent a client portal. | Job aid |
| Resources for volunteers and organizations | Useful resources for organizations and volunteers. | Job aid |
| CVITP eligibility and required documents | Overview of eligibility criteria along with what to bring to a free tax clinic. | Job aid |
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