Volunteer for 2020 Tax Preparation Clinics

The School of Administrative Studies (SAS) and the Atkinson Professional Accounting Association (APAA) are holding tax clinics in March 2020 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 2020 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.

 


Three Steps to Apply and Work in a Tax Clinic:

If you have not passed or are enrolled in ADMS 4561 you cannot participate.

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

You need to download and print the case and the tax forms listed below. Students who do not bring a physical copy of the case and the tax forms to the training session will not be admitted.


CASE: You will be doing a tax return for Joan Wilson using the paper forms available on the CRA website. Print the case cover page and Joan’s T5007,T4 and T2202 slips listed below.

  1. Cover page with client description
  2. T5007
  3. T4
  4. T2202

TAX FORMS: You will need to print the following 9 forms at the links below. You may print the fillable or non-filled pdf versions.

  1. Income Tax and Benefit Return
  2. Schedule 5 - Amounts for Spouse or Common-Law Partner and Dependants
  3. Schedule 6 - Canada Workers Benefit
  4. Schedule 11 - Federal Tuition, Education, and Textbook Amounts
  5. Schedule 14 - Climate Action Incentive
  6. Form ON428 - Ontario Tax
  7. Form ON-BEN - Application for the 2020 Ontario Trillium Benefit and Ontario Senior Homeowners' Property Tax Grant
  8. Schedule ON428–A - Low-income Individuals and Families Tax Credit
  9. Schedule ON(S11) - Provincial Tuition and Education Amounts

All 2019 Ontario forms (including ones we are not using) as well as the guide can be found at https://www.canada.ca/en/revenue-agency/services/forms-publications/tax-packages-years/general-income-tax-benefit-package/ontario.html. The links above are for the specific 9 forms that we are using.

 

2. Attend training during reading week

Get trained by Professor Fleming, CPA, CA in February 2020

Attend one of the four 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 often fill up and the earlier you train, the more choice you will have.

222 Atkinson Building

  • Tuesday, Feb. 18 from 1 to 2:30pm
  • Tuesday, Feb. 18 from 2:30 to 4pm
  • Thursday, Feb. 20 from 1 to 2:30pm
  • Thursday, Feb. 20 from 2:30 to 4pm

At the end of the training session, you will then be able to sign up for one tax clinic with Professor Fleming. You need to provide your email address and phone number 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.

There are two locations for Tax Clinics:

Jane-Finch Ministry Clinics supervised by Professor Fleming
Firgrove Public School, 270 Firgrove Crescent.
3 Sessions:

  • Tuesday March 3rd from 2-5 pm.
  • Tuesday March 10th from 2-5 pm.
  • Tuesday March 24th from 2-5 pm.

NOTE: 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) There is free parking at the school.

 

York U-TD CEC Clinics supervised by Professor Magee and Professor Fleming
York University - TD Community Engagement Centre, Yorkgate Mall, Suite 232
6 Sessions:

  • Monday March 2 from 10 am - 1pm.
  • Monday March 9 from 10 am - 1pm.
  • Wednesday March 11 from 10 am - 1pm.
  • Tuesday March 17 from 10 am - 1pm.
  • Monday March 23 from 10 am - 1pm.
  • Wednesday March 25 from 10 am - 1pm.

NOTE: Telephone: 416-736-5980 Branch is located on the second floor, north end, across from the Dollarama. (intersection: Jane/Finch, northwest corner).  Free parking at the Mall.

 


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.