Get ready to volunteer

On this page

• Income Tax Assistance – Volunteer Program documents and information
• Administrative responsibilities of the volunteer
  • Registering as volunteers
  • Authorizations to file tax returns electronically
  • Requirements to be met depending on the role and tasks performed
  • Program registration approval (volunteers)
• Accessing the software
• Equipment

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Income Tax Assistance – Volunteer Program documents and information

Reference documents, such as forms and guides, and information about the Income Tax Assistance – Volunteer Program (ITAVP) are available in the Personalized Space for Organizations and Volunteers on Revenu Québec’s website. They are intended to help things run smoothly.

To access the personalized space for volunteers, enter the user code you received from your ITAVP coordinator or affiliated organization.

To facilitate your navigation, we suggest that you keep the personalized space for volunteers open in another tab, as it is complementary to the online training.

Administrative responsibilities of the volunteer

Before starting the training, review the administrative responsibilities outlined in the Guide for Volunteers available in the personalized space for volunteers.

Registering as volunteers

Authorizations to file tax returns electronically

Requirements to be met depending on the role and tasks performed 

You may need to provide a valid police background check to your organization based on your role and the tasks you will perform as a volunteer. For more information on the different requirements, refer to Administrative Responsibilities in the Guide for Volunteers available in the personalized space for volunteers.

Program registration approval (volunteers) 

Once you have met the requirements for your role, you will receive an email indicating that your registration has been approved.

The sooner you complete the steps, the sooner you will be ready to help individuals with completing their tax returns.

Remember that each step takes time. Consequently, we encourage you to start the process as soon as possible to be ready for the tax season as soon as it starts!

Accessing the software

We encourage you to use the tax preparation software provided by the income tax assistance program (UFile CVITP), to complete and submit tax returns electronically as part of the program.

Once your application to become a program volunteer has been approved, your organization will email you an activation key and instructions for downloading the software to your computer.

A new version of the tax software is released each year, usually around mid-February.

Equipment

To ensure you can efficiently perform your role, we suggest having the following:

Recommended supplies:

• Desktop or laptop computer
• Mandatory forms:
  • TIS60 - Community Volunteer Income Tax Program - Taxpayer Authorization
  • TP-1000.PB-V – Authorization to Complete and File a Personal Income Tax Return Online (Income Tax Assistance ‑ Volunteer Program)
  •  Pre-filled Authorization request – signature page (if using CRA’s Auto-fill my return)
  •  Authorization to Download Tax Data (Income Tax Assistance – Volunteer Program) (COM-1076.TD.A-V)
• UFile CVITP activation key
• EFILE number and password
• NetFile Québec number and access code
• Internet connection

Useful supplies:

• Printer and USB flash drive
• Federal income tax and benefit information
• Quebec's Income Tax Return, Schedules and Guide
• Forms, such as:
  • Direct Deposit Enrolment Form (8001-552E)
  • Request for Direct Deposit (LM-3-V)
  • Address change request (RC325)
  • Disability Tax Credit Certificate (T2201)
  • Certificate Respecting an Impairment (TP-752.0.14-V)
• Pre-addressed tax centre envelopes
• Pencils, paper, calculator, stapler and other general office supplies

 Virtual income tax preparation sessions

If you will be preparing tax returns virtually, be sure you also have:

• a phone
• an email address
• a tablet or other device able to support video calls

Forms commonly used by ITAVP volunteers can be accessed and printed directly from the Personalized Space for Volunteers on Revenu Québec’s website or from the Forms, job aids, fact sheets section of this learning guide.