This online training is for CVITP volunteers only. Do not share it with anyone not participating in the CVITP.
Whether you are a new or returning volunteer, your contribution is valued by your community and your affiliated organization.
To help eligible individuals file their Income Tax and Benefit Return, you need a basic understanding of how to complete simple tax returns.
This training is a good start to get you ready for your role. Let’s begin!
The CRA will continue to support organizations that want to host free virtual tax clinics in the 2022 filing season. Therefore, the modifications made to the regular processes can continue to be used. The following guidelines have been developed to help you through the process of completing tax returns over the telephone, by video conference, or via modified drop-off clinic type.
Guidelines for volunteers:
All volunteers participating in virtual clinics must familiarize themselves with the guidelines before preparing an individual’s tax return.
Please note that the existing Volunteer responsibilities still apply.
Note: To protect taxpayer information, please be mindful of your surroundings when speaking with individuals, especially when other people are present in your home or you have technological devices such as Google Home or Alexa. The documents are for the exclusive use of CVITP organizations and volunteers participating in virtual clinics. Please do not share the documents with anyone outside the CVITP.
The new PDF documents will be available in February 2022
An alternate format of this volunteer training can be downloaded for offline use when internet access is unavailable.
- Volunteer Training – Introduction (Updated - February 2021)
- Volunteer Training – Frequent client scenarios (Part 1) (Updated - February 2021)
- Volunteer Training – Frequent client scenarios (Part 2) (Updated - February 2021)
Note: Offline use may impact the intended learning experience as it restricts access to additional information and hyperlinks.
Important note: Please note that the volunteer training can be updated at any time. To be sure you always use the most up-to-date PDF documents available on this site, refer to the dates found beside the PDF hyperlinks and inside the documents.
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