Volunteers Wanted for 2018
York University’s School of Administrative Studies and the Atkinson Professional AccountingAssociation (APAA) are holding tax clinics in March and April 2018 to help low-income individuals fill out their tax returns. Our clients include families and seniors who reside in the community surrounding York, including many new immigrants to Canada. We are looking for accounting students who wish to gain experience by assisting individuals and families in completing their income tax returns. We do simple manual returns. We do not use software.
Volunteer Duties & Responsibilities:
- Complete income tax returns for individuals that live in the community
- Assist in educating individuals about the benefits of completing income tax returns
- Must have the ability to work independently within a team environment
- Must maintain confidentiality
- Must be punctual and reliable
- Must participate in related training workshop
- Must be welcoming, friendly and open-minded
- Must bring pencils an eraser and a calculator to the training and to the clinic
- Students must have passed ADMS 4561 or be enrolled in ADMS 4561 in Winter 2018 term. You must have this exact course to participate.
- Must have good communication skills
- Must have understanding of the challenges experienced by low-income individuals
- Must be friendly, reliable, responsible, non-judgmental and non-discriminating
- Must have strong English language skills
- Must be flexible and willing to learn
Orientation, Training and Benefits:
- Volunteers are required to attend a 1.5 hour training session at York as well as work in at least one three hour tax session off campus.
We always run out of spaces for students so you are advised to get your training and register as soon as possible.
Since 2005, York University’s School of Administrative Studies (SAS) and the Atkinson Professional Accounting Association (APAA) have worked with the Chartered Professional Accountants of Ontario (CPA Ontario) to hold tax clinics in March and April. During those 12 years, we logged more volunteer hours of any other accounting program participating in the CPA TPA and placed 1st in the Government/Academe Level in the CPA TPA Challenge for each year it operated. This year for the first time, CPA Ontario has unified its registration process with the CRA’s Community Volunteer Income Tax Program (CVITP) . We are doing the York University Clinics registration and training separately from the CVITP program in this first initial year. However, your names and volunteer hours will be reported to CPA Ontario and the CVITP program and the clinics will be advertised as part of the CPA Ontario and CVITP program. Next year, student volunteers will register upfront with the CPA Ontario/CVITP program and may use software.
How to work in a Clinic:
You will be doing a tax return for a fictional client, Joan Wilson, during the training session.
Please print click on the following links and print the following forms and bring them to the session. You may print the fillable or non-filled pdf versions of the tax forms below.
- Schedule 1 - Federal Tax
- Schedule 5 - Amounts for Spouse or Common-Law Partner and Dependants
- Schedule 6 - Working Income Tax Benefit
- Form ON428 - Ontario Tax
- Form ON479 - Ontario Credits
- Form ON-BEN - Application for the 2017 Ontario Trillium Benefit and the Ontario Senior Homeowners' Property Tax Grant
- Joan Wilson's sample T507 and T4
Joan Wilson, age 39 (D.O.B. May 5, 1978), is separated and the mother of two children who live with her (Jennifer, born February 10, 2012 (age 5), and Jason, born May 15, 2008 (age 9). Joan’s SIN# is 476-321-568
Joan provides you with the T4 and T5007 which are on a separate page.
Joan also tells you that she received $8,000 of Canada Child Benefits and paid $8,400 of rent to Joe Lipman for the two-bedroom apartment where she lives.
If you do not bring printed copies of the materials above, including this page, you will not be admitted to the training session.
Get trained by Professor Fleming, CPA, CA in February 2018
Attend one of the six training sessions below. No registration is required. Arrive early with your printed case and solution, pencils, eraser and calculator. Room capacity in 222 Atkinson is 12 persons. Be early! Our sessions fill up every year and the earlier you train, the more choice you will have.
Training Location: 222 Atkinson Building
Training Dates and Times:
- Tuesday, Feb. 20 from 1 to 2:30pm
- Tuesday, Feb. 20 from 2:30 to 4pm
- Wednesday, Feb. 21 from 1 to 2:30pm
- Wednesday, Feb. 21 from 2:30 to 4pm
- Thursday, Feb. 22 from 1 to 2:30pm
- Thursday, Feb. 22 from 2:30 to 4pm
At the end of the training session, you sign up for one tax clinic with Professor Fleming. You need to indicate your email address and phone number on the sign-up sheet. If you have not passed or are enrolled in ADMS 4561 you cannot participate. The times and dates to choose from are listed below and also on the sign-up sheet.
Be early. Bring a calculator, sharp pencils, eraser, scissors and a stapler. The returns are done manually and tax return forms will be provided.
Tax Session Times and Location:
The tax sessions will be held at three locations in North West Toronto:
Three tax clinics from 2 to 5 pm at Firgrove Public School, 270 Firgrove Crescent.
Volunteers should come to the school’s main office to be directed down to the Model School office where the Jane Finch Ministry (Telephone: 416-747-5616) has offices and a meeting room. (intersection: Jane/Finch, south of Finch) Free parking at the school
Jane-Finch Ministry Clinics supervised by Professor Fleming:
- Tuesday March 6, 2-5pm
- Tuesday March 20, 2-5pm
- Tuesday March 27, 2-5pm
Seven tax clinics from 10 am to 1 pm at York University- TD Community Engagement Centre, Yorkgate Mall, Suite 232, Telephone: 416-736-5980 (second floor, north end, across from the Dollarama) (intersection: Jane/Finch, northwest corner). Free parking at the Mall.
York U-TD CEC Clinics supervised by Professor Magee:
- Friday March 2, 10am - 1pm
- Friday March 9, 10am - 1pm
- Friday March 23, 10am - 1pm
- Monday March 12, 10am - 1pm
- Monday March 19, 10am - 1pm
- Wednesday March 28, 10am - 1pm
- Wednesday April 4, 10am - 1pm