Resources

Canada’s COVID-19 Economic Response Plan

Find information on Employment Insurance or other Recovery benefits such as:

• The Canada Recovery Benefit (CRB)
• The Canada Recovery Sickness Benefit (CRSB)
• The Canada Recovery Caregiving Benefit (CRCB)

Overview of Child and family benefits

Find information on benefits and credits such as:

• The Canada child benefit (CCB), the child disability benefit (CDB) and the related provincial and territorial benefits
• The goods and services tax/harmonized sales tax (GST/HST) credit and the related provincial and territorial credits
• The Canada workers benefit (CWB) and other federal programs
• The child and family benefits calculator and payment dates

CRA contact information: Individuals can contact the CRA for more information on their tax return, to update their personal information or ask other tax-related questions.

EFILE: To find the phone number for your location’s designated EFILE Helpdesk, visit the EFILE helpdesk support page. You can also view your EFILE transmission history by logging into your EFILE account.

EFILE error codes: Chapter 2 of Form RC4018 Electronic Filers Manual includes information to help you correct returns that are not accepted for EFILE due to errors.

Exchange rates: Annual exchange rates can be found on the Bank of Canada website.

UFile: The CRA provides free tax software to CVITP volunteers for the current year and the previous ten years; the software can be downloaded on the UFile CVITP page.

Getting help with UFile: If you have an error message with no suggested fix, try the following links:

• Go to the UFile Forums page to search for posts from previous users who have encountered your error. They may have found solutions.
• Go to the UFile virtual support agent page for help.

Registration links: You must meet certain requirements before participating as a volunteer with the CVITP (Depending on your role, you may have different registration requirements):

• To obtain your RepID, log in to the Represent a Client portal
• To register as a CVITP volunteer, complete the online CVITP registration form found under Register to volunteer
• To apply for an EFILE number, click Apply for EFILE and look under How can I apply? to complete the EFILE Registration Online form
• To renew your EFILE account, click Yearly renewal and look under Yearly renewal, and click log in to access the EFILE log in page
• For information on obtaining a PRC, see Police records check

For more information on the different requirements, please see Register to volunteer.

The T1 Income Tax and Benefit Guide can be accessed by selecting the province of the return that you are preparing.

Tax credits and deductions for persons with disabilities: The disability tax credit, as well as other credits and deductions, is available for persons with disabilities, their supporting family members or caregivers. To be eligible for the disability tax credit, a Form T2201 must be completed by the individual and a medical practitioner, then submitted to the CRA for approval.

Taxpayer Bill of rights: The bill defines the 16 rights you are entitled to when interacting with the CRA. This document is framed by the CRA’s corporate values of professionalism, respect, integrity, and collaboration.

When preparing an individual’s tax return, it is important to familiarize yourself with both the federal and provincial benefits and credits for which they may be eligible. You can use the following resources on Canada.ca to find more information on the benefits and credits for the province or territory in which the individual lives.

Resources

• Use the Benefit finder to search for benefits in the individual’s province or territory; for more information, call 1‑800‑O‑Canada (1‑800‑622‑6232)
• In addition to federal credits, individuals may also be entitled to provincial and territorial credits; for more information, see Provincial and territorial tax and credits for individuals
• For information on provincial or territorial programs administered by the CRA, see Provincial and territorial programs
• Some provinces offer credits and grants for homeowners; for more information, see Provincial credits and grants you can claim on your tax return

The line numbers changed in 2019. The tables below match the old line numbers to the new ones.

The line numbers listed are the most commonly used lines when preparing CVITP returns. 

Note 1: For more information on what to report as income, see All types of income.

Note 2: The information in this column is to help you associate the information slip with the corresponding line number on the Income Tax and Benefit Return. Note that the information provided is based on the most common information slips for the CVITP. It is not an inclusive list of all information slips that may apply to these line numbers.

Note 3: For more information, see Deductions, credits and expenses.

The table below lists the forms most commonly used when preparing returns for the CVITP.

Click on the form number to access the PDF version that you may view and print.

Note 1: This document is not available on canada.ca.

Note 2: By default, you should use the form generated by the tax software. However, if you are using a hard copy, it is very important to add the expiry date. This is the same expiry date you would see on the electronic version. A friendly reminder that the Authorization request - signature page is not to be sent to the CRA.

For a complete list, see Canada Revenue Agency forms listed by number.

The table below lists some helpful job aids, factsheets and Q&A’s you can refer to when hosting or volunteering at a free tax clinic.

Click on the document name to access the PDF version that you may view, print or save.

The table below lists pre-recorded webinars and walkthroughs.

Click on the document name to access the video.