Volunteer for 2019 Tax Preparation Clinics

Volunteers Wanted for 2019

York University’s School of Administrative Studies (SAS) and the Atkinson Professional Accounting Association (APAA) are holding tax clinics in March 2019 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 SAS 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

Skills Required:

  • Students must have passed ADMS 4561 or be enrolled in ADMS 4561 in the Winter 2019 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.

From 2005 to 2018, York University’s School of Administrative Studies (SAS) and the Atkinson Professional Accounting Association (APAA) worked with the CPA Ontario to hold tax clinics in March and April. During those 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. Since the 2018 tax filing season, CPA Ontario has unified its registration process with the CRA’s Community Volunteer Income Tax Program (CVITP) which requires the use of software and the e-filing of returns. Because each clinic has one professor helping 4 to 6 students prepare very simple returns manually, the York University Clinic registration and training is separate from the CVITP program. Training for the CVITP program is closed for this year but you might consider it next year as it would also be good experience.

Three Steps to Apply and Work in a Tax Clinic:

1. Prepare for the training session, review and print case materials

In early February 2019, before the training sessions, download and print the case and the tax forms to be used in the training session. The materials will be posted here.

2019 York University Tax Clnic Training Materials Feb 15

JOAN WILSON'S 2018 T4 SLIP

JOAN WILSON'S 2018 T5007 SLIP

You need to download and print the case and the tax forms. Students who do not have a hardcopy of the case and the tax forms will not be admitted to a training session.

2. Attend training during reading week

Get trained by Professor Fleming, CPA, CA in February 2019

Attend one of the six training sessions below. No registration is required.  Arrive early with your printed case and tax forms, 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.

222 Atkinson Building

Tuesday, Feb. 19 from 1 to 2:30pm Tuesday, Feb. 19 from 2:30 to 4pm Wednesday, Feb. 20 from 1 to 2:30pm Wednesday, Feb. 20 from 2:30 to 4pm (Wednesday's sessions will take place at DB 3009) Thursday, Feb. 21 from 1 to 2:30pm Thursday, Feb. 21 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.

3. Work in one 3-hour tax session

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:

3 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 5 or 19 or 26

7 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 1, 8 & 22
Monday March 11 & 18
Wednesday March 13 & 27