ITAVP learning guide
Welcome to the Income Tax Assistance – Volunteer Program (ITAVP) learning guide, offered by the CRA and Revenu Québec. By following this training, you will learn how to be a volunteer tax preparer to prepare both federal and provincial tax returns for eligible individuals.
Important note
ITAVP documents are confidential and reserved for participating organizations and volunteers only. Do not share them with anyone not involved with the ITAVP.
EFILE news and updates New!
Visit this page regularly for the latest EFILE news, announcements and updates.
Tax changes for this filing season
Review the most recent tax changes for the current tax year. Last updated January 2025.
Get ready to volunteer
Know your responsibilities, registration requirements and other information to help you prepare to volunteer.
Reminder of best practices during tax preparation
Refer to the guidelines and tips provided in this section to help you complete tax returns as an ITAVP volunteer.
Tax guide for volunteers
Consult tax concepts and step-by-step instructions on how to enter various situations into the tax software.
Tax considerations for Indigenous Peoples and newcomers
Specific tax information and concepts related to Indigenous Peoples and newcomers.
Installing the tax software and its functions
Find out how to setup and use the tax calculation software provided as part of the ITAVP.
CRA and Revenu Québec electronic services
Consult the information and instructions for volunteers using approved electronic services from the CRA and Revenu Québec, such as EFILE, NetFile Québec, Auto-fill my return (AFR), Tax Data Download (TDD) and ReFILE.
Practice with case studies
Practice filing tax returns using the case studies created for specific tax situations.
ITAVP learning guide overview
Learn how to use the ITAVP learning guide.
Important note
Content found on canada.ca/taxes or revenuquebec.ca takes precedence in instances where the information provided in this learning guide varies.
Disclaimer – Screenshots used in this learning guide
This learning guide uses screenshots taken from prior versions of the UFile CVITP software. Consequently, the images may differ slightly from the current version of the software. The content is accurate and generally the only difference will be the tax year being referenced. Should the current year’s software contain any significant changes, 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 ITAVP learning guide can be updated at any time and contains the most current information.