Do-It-Yourself (DIY) Tax Helpline

WoodGreen offers two tax service models: the Do-It-Yourself Tax Helpline and the Free Income Tax Clinic, providing a free income tax service for individuals living on a low income and who have a simple tax return.

The Do-It-Yourself (DIY) Tax Helpline opens March 9, 2021.

If you are ready to start your taxes, you can call our hotline and we will help you determine if this service is suitable for your needs.

No appointment needed!

ELIGIBILITY

The income eligibility for WoodGreen’s income tax clinic services is:

Family Size Total Family Income
One Person up to $40,000
Two People up to $50.000
Three People up to $52,500
Four People up to $55,000
Five People up to $57,500
Six People up to $60,000
For larger families, add $2,500 for each additional person to determine the limit.

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 $1000 per year
  • Need to prepare a return for a deceased person

THINGS TO CONSIDER:

  • You MUST have a computer/tablet and reliable internet to complete your tax return
  • Completing the return can take 1.5-2 hours in total
  • Volunteers are only trained on simple tax returns
  • The tax software is in English only
  • This method does not work for anyone who has a SIN that begins with a 9

You must be comfortable using a computer/tablet and be able to easily navigate through the Internet in order to be successful using this service. Some questions to determine if this method of service might work for you:

  • Do you do any online banking?
  • Do you do any online shopping?
  • Have you created a MyCRA account online?

If you answered “yes” to any of these questions then it sounds like you are comfortable navigating through the Internet using a computer/tablet/smartphone and this method of service could work for you!

WHAT YOU WILL NEED TO COMPLETE YOUR TAXES

Everyone:

  • Social Insurance Number (SIN), and spouse’s SIN if you are married/common-law
    If married/common-law, both you AND your spouse MUST attend the appointment if you both plan to file your tax return. We can only file tax returns for people who are not present if you provide proof that you have Power of Attorney for the other person.
  • Your 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 call the CRA to request a new copy. The new copies will be sent out by mail within 2 weeks. The CRA can be reached at 1-800-959-8281.

*See examples of common t-slips here

If you rent your residence: you must bring a letter or receipt from your landlord that states

  • Your name
  • The landlord’s name and contact information
  • The address of the place you are renting
  • The number of months you have lived at this address
  • The amount of rent you paid to the landlord during the year

****We cannot claim your rent amount in your tax return without this letter or receipt!****

If you own your own home, you must bring your property tax bill from the City of Toronto (or other municipality).

****We cannot claim your property tax in your tax return without this letter or receipt!****

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

  • Exact date of arrival in Canada
  • The total amount of money that you earned in 2017 before you arrived in Canada

If you have children in your custody:

  • Names and dates of birth for any children under age 19
  • Receipts for childcare expenses (must include caregiver’s SIN)
  • (2016 only) RC-62 information slip if receive the Universal Child Care Benefit, receipts for any children’s fitness or arts classes

If you are a Student (post-secondary):

  • Receipt for tuition fees (T2202A form – usually accessed through your online student account)
  • If you have started repaying any OSAP loans, bring your interest slip (receipt showing how much you paid).
  • If you received OSAP loans, this does not count as income and does not need to be claimed in the tax return

If you have any deductions to claim:

  • For seniors 65+ Transit/TTC passes (must bring in actual passes or PRESTO Usage Report).
  • Medical expense receipts.
  • Charitable or political donation receipts.

Testimonials

“The person was friendly and patient and the Turbotax system was very helpful and leads you”

“I was nervous at first, but now that it’s been done I feel more confident”

“Much easier to use the software than I expected”

“Very grateful for the organization. Kind and friendly assistance”

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

“For the most part really straightforward!”

“First time doing this online. Was pretty easy, happy to have someone guiding me”

“I am glad that I can do taxes now with some assistance”

“It really took away the stress of having to go out and do taxes”

“The walkthrough, especially screensharing helped a lot. Very detailed in explaining how to navigate”

Submitted by clients who have previously used this method of service
*Please note some submissions have been edited for length and clarity

RELATED PROGRAMS


PROGRAM NAME DESCRIPTION LOCATION
Financial Empowerment Self-Help Resources

Resources to help with income tax, budget and money management, savings tools, credit and debt, and bank and financial services.

Contact for more information
Financial Empowerment Self-Help Resources

Resources to help with income tax, budget and money management, savings tools, credit and debt, and bank and financial services.

Contact for more information
Free Income Tax Clinic

WoodGreen Community Services provides year-round tax clinics for low-income people. Due to COVID-19, our services are entirely by phone. No appointment needed.

Call us!
416-645-6000 ext. 1187
taxclinic@woodgreen.org

815 Danforth Avenue
Scotiabank Family Finance Clinic

Type: Family Finance Clinic

Description: This is a 3-month program where families can access 1-on-1 support with a Financial Empowerment Counsellor to create and achieve realistic financial goals and build strong money management skills.

Contact Info:

Amanda Hadida
Financial Empowerment Specialist, Financial Empowerment
416-645-6000 ext. 1922
ahadida@woodgreen.org

815 Danforth Ave.