Forms, job aids, fact sheets
Personalized Space for Organizations and Volunteers
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.
To access the personalized space for volunteers, enter the user code you received from your ITAVP coordinator or affiliated organization.
Table
The table below includes some forms, job aids and links for your reference when organizing an income tax return preparation session or volunteering at one.
Click on the document name to access the web page or the PDF version of the form or job aid, which you can view, print or save.
| Documents | ||
|---|---|---|
| Name | Description | Type |
| Authorization request – signature page (pre-filled) | This form is used to get the individual's authorization that ITAVP volunteers need to use the CRA's Auto-fill my return service. Note: Use the form generated by the tax software. If you use a hard copy, you must add the expiry date that is found on the electronic version of the form. |
Form |
| COM-1076.TD.A-V - Authorization to Download Tax Data (Income Tax Assistance - Volunteer Program) | This form is used to get the individual’s authorization that ITAVP volunteers need to use Revenu Québec’s Tax Data Download service. Note: Use the form generated by the tax software. If you use a hard copy, you must add the expiry date that is found on the electronic version of the form. |
Form |
| TP-1000.PB-V - Authorization to Complete and File a Personal Income Tax Return Online (Income Tax Assistance – Volunteer Program) | This form allows an ITAVP volunteer to get the individual's authorization to prepare their Quebec income tax return (TP-1-V). |
Form |
| Checklist - Families | These are the most common income, deductions and credits for families. | Job aid |
| Checklist - Persons with Disabilities and Caregivers | These are the most common income, deductions and credits for persons with disabilities and caregivers. | Job aid |
| Checklist - Recipients of Social Assistance Benefits | These are the most common income and deductions for recipients of social assistance benefits. | Job aid |
| Checklist - Seniors | These are the most common income, deductions and credits for seniors. | Job aid |
| Checklist - Students and Recent Graduates | These are the most common income, deductions and credits for students and recent graduates. | Job aid |
| Checklist - Workers | These are the most common income, deductions and credits for employees and self-employed individuals. | Job aid |
| Using the Represent a Client service | How to navigate in the Represent a client portal. | Job aid |
| How to create a CRA login credential and obtain a RepID | This job aid provides a step-by-step process to create your CRA credentials and register for a RepID. | Job aid |
| ITAVP learning path for volunteers | This job aid provides volunteers with the steps to learn how to prepare the federal and provincial tax returns for individuals. | Job aid |
| TIS60 - Community Volunteer Income Tax Program – Taxpayer Authorization | This form allows an ITAVP volunteer to get the individual's authorization to prepare and file their federal tax return (T1). | Form |
| COM-305.9-V - Comparative table: Federal vs. Québec income tax returns | This table lists the equivalent lines in the federal and Quebec income tax returns that concern the individuals eligible for the Income Tax Assistance – Volunteer Program. | Table |
| COM-298-V - Information sheet - Income Tax Assistance - Volunteer Program | This form allows organizations and volunteers participating in the ITAVP to record the information needed to complete an individual's tax returns. | Form |
| List of 2026 Webinars for the Income Tax Assistance – Volunteer Program | A list of webinars based on case studies, facilitated by CRA and Revenu Québec trainers. | Calendar of webinars |
| Personal income tax – Tax slips | All types of federal tax slips available on Canada.ca. | Web page |
| RL slips and summaries | Types of Quebec RL slips available on revenuquebec.ca. | Web page |