Quick facts

Service type: Financial Empowerment
Eligibility: Toronto residents interested in learning to file their own tax returns. Participants must be living on a low income and have simple tax returns. This includes (but is not limited to): older adults, newcomers to Canada, students, individuals with disabilities and individuals who are unemployed. Please see below for additional eligibility requirements.
Delivery: Virtual and/or by phone
Fee: Free
Program dates: Year-round
Partners: Intuit Financial Freedom Foundation

Program description

WoodGreen operates a year-round Do-It-Yourself Tax Helpline for low-income individuals interested in learning to file their own taxes. The helpline provides access to free tax software and support from trained volunteers. We also assist with Notices of Assessment, responses to CRA letters and other tax related matters.

Eligibility requirements

The Do-It-Yourself Tax Helpline assists clients who are completing their own taxes using free tax software. To use this service successfully, you must:

 

  • Have access to a computer/tablet and reliable internet
  • Be comfortable navigating the internet and using tax software that is available in English only
  • Have a MyCRA online account. Learn more here.
  • Have the documentation necessary to file a tax return

**If you do not have access to these resources or require additional support, please contact WoodGreen’s Income Tax Clinic.

 

Income eligibility:

 

 

Please note, we are unable to assist individuals who:

 

  • Filed for bankruptcy
  • Have self-employment income/deductions to claim
  • Have rental or business income to report
  • Have capital gains or losses to report
  • Have investment income of more than $1,000 per year
  • Need to prepare a return for a deceased person
  • Have a Social Insurance Number (SIN) that begins with 9 (i.e., temporary workers who are neither Canadian citizens nor permanent residents)

Before your tax helpline call, please have the following documents and information readily available:

 

All clients:

  • Social Insurance Number (SIN) and spouse’s SIN (if applicable). (Note: If married/common-law, both you AND your spouse must attend the appointment if you both plan to file a tax return. We can only assist in filing tax returns for people who are not present if you have proof that you have Power of Attorney).
  • Income slips from all your income sources (e.g., T4 slip for employment, T5007 slip for OW or ODSP). If you do not have these slips, you can request new copies by calling the CRA at 1-800-959-8281.

 

If you rent your residence:

A receipt or letter from your landlord that states:

  • Your name
  • Landlord’s name and contact information
  • Address of the place you are renting
  • Number of months you have lived at this address
  • Amount of rent you paid during the year

*You cannot claim your rent in your tax return without this letter/receipt.

 

If you own your own home:

  • Your property tax bill from the City of Toronto (or another municipality in Ontario)

*You cannot claim your property tax in your tax return without this bill.

 

If you were new to Canada in the tax year you are filing:

  • Exact date of arrival in Canada
  • Total income earned in the year prior to arriving in Canada

 

If you have children in your custody:

  • Names and dates of birth for any children under age 19
  • Receipts for child care expenses (must include caregiver’s SIN)

 

If you are a student (post-secondary):

  • Receipt for tuition fees (T2202A form — usually accessed through your online student account)
  • OSAP loans do not count as income and do not need to be claimed in your tax return
  • Interest slip/receipt for interest paid on your OSAP loan

 

If you have deductions to claim:

  • For clients 65+, Transit/TTC passes (you must have actual passes or PRESTO Usage Report)
  • Medical expense receipts
  • Charitable or political donation receipts

 

**Please note: You may require additional documentation for your tax return. Contact us for guidance on how to obtain missing paperwork.

Program testimonials

Anonymous

Client

“The person was friendly and patient and the TurboTax system was very helpful.”

Anonymous

Client

“I liked the way it asked questions to guide me and that I had someone to clarify when I didn’t understand the questions.”

How you can help

To volunteer, please contact volunteer@woodgreen.org. Donations are graciously accepted through the WoodGreen Foundation.

Ready to participate?

Registration

 

Please contact us to book an appointment.

Contact information

Do-It-Yourself Tax Helpline

(416) 645-6000 ext. 2999
taxclinic@woodgreen.org

Location

Virtual and/or by phone

Hours

Appointments are available Monday – Friday: 9 a.m. – 5 p.m.

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