Before you begin

Volunteer roles and responsibilities – Registration reminders

Before starting your training, review:

Registration requirements may vary depending on which volunteer role(s) you choose to fill. In order to be ready to participate as a CVITP volunteer for the upcoming tax filing season, ensure that you have met all of the requirements for your role(s). For more information on the different requirements, see Register to volunteer

Important note for returning volunteers 

Remember to complete an online CVITP registration form found under Register to volunteer, and to complete the yearly renewal of your EFILE account.

How to use this training

This training is designed primarily to help new CVITP volunteers get ready to file tax returns however, returning volunteers can also benefit from reviewing the topics covered and utilizing the many resources, job aids, and tips provided.

New CVITP volunteers are strongly encouraged to go through the entire online training before they start preparing tax returns. The recommended order to follow for the training is:

  1. Income tax basic concepts
  2. UFile overview
  3. Preparing income tax returns: before, during and after
  4. Using the Auto-fill my return service for 2018, 2019, and 2020 returns (if applicable)
  5. Frequent client scenarios

Under Frequent client scenarios, you will find the most common situations that volunteers encounter when preparing tax returns at free tax clinics. Your community organization may serve a specific type of clientele, for example, students. To help you determine which Frequent client scenario(s) you should review, speak to your community organization’s coordinator to confirm the type of clientele(s) assisted at their free tax clinics. Depending on your individual needs and the clientele assisted by your organization, it may be beneficial for you to complete more than one scenario. Each client specific scenario contains:

Both new and returning volunteers should review the Overview of what’s new for information on updates and changes that apply to the CVITP, the income tax and benefit return and other related topics.

Volunteers are also encouraged to sign up for the live Webinars being offered to compliment the online training. A variety of sessions covering different topics are presented, including some that are tailored to the specific needs of each region.

Attending these supplemental Webinars will allow you the opportunity to ask CRA coordinators questions in real time. We recommend reviewing the related online training topic prior to attending a Webinar training session.

You will receive notification of the upcoming training sessions being offered.

Enjoy your training and have a great filing season!

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