Forms, job aids, fact sheets

The table includes forms and job aids volunteers use when preparing tax returns through the Community Volunteer Income Tax Program (CVITP).

Note

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 name to access the PDF version that you may view, print or save.

Documents
Name Description Type
Pre-filled request Authorization request - signature page (pre-filled) (see note 1) Form
T1260 Community Volunteer Income Tax Program - Income Tax and Benefit Return Summary Form
TIS60 Community Volunteer Income Tax Program - Taxpayer Authorization 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 the tax return 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
Represent a client How to navigate in the Represent a client portal Job aid
Resources for volunteers and organizations Useful resources for organizations and volunteers Job aid
What to bring to a tax clinic Overview of eligibility criteria along with what to bring to a free tax clinic Job aid

Note 1: By default, you should use the form generated by the tax software. However, if you are using a hard copy, it is very important to add the expiry date. This is the same expiry date you would see on the electronic version.


Did you find what you were looking for?

What was wrong?

You will not receive a reply. Telephone numbers and email addresses will be removed.
Maximum 300 characters

Thank you for your feedback

Date modified: