Virtual Tax Clinic

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Virtual Tax Clinic

Thank you for your interest in WPL’s Virtual Tax Clinic.
This form is a pre-screen to being assigned to a volunteer who will help you to submit your taxes. You will be asked a series of questions. If you are eligible, a WPL staff member will call or email you to set up an appointment to meet with a screened and trained tax volunteer virtually or by phone.

Before you meet with your volunteer you will be required to prepare and send your documents in advance. The library can support you with printing and scanning.

To get started, please answer the following questions.

To be eligible for this service, your family income must be below the given thresholds listed here.

Suggested income levels
Family size	Total family income
1 person	$35,000
2 persons	$45,000
3 persons	$47,500
4 persons	$50,000
5 persons	$52,500
more than 5 persons	$52,500 plus $2,500 for each additional person

Do you confirm that your family income is below the eligibility threshold? *

What is the best email to contact you at?

Some kinds of returns are not eligible for this service. Please indicate if your return involves any of the following:

Rental Income or Losses *

Capital gains or losses *

Certain types of foreign income *

Partnership income or losses *

Self-employed income or losses *

Support payments (paid or received) *

Employment expenses *

Interest income over $1000 *

Income from employment agencies, or income earned by taxi drivers or hairdressers, unless on a T4 slip *

Before you are connected with a volunteer to complete your taxes you must have the following items. Do you have or will you be able to provide: *

The proper spelling of your name (if it has not changed), as it was entered on your previous income tax returns as well as your date of birth and complete mailing address Your social insurance number (SIN) A list of your dependents and their exact date of birth, and their SINs, if they have one Your date of arrival to Canada and status if you are a new immigrant (yes, no, NA) Direct deposit information (void cheque/letter from bank/credit union with your information

You must have at least one of the following but more if more apply to you. Do you have or will you be able to provide in advance:

Salary & Wages *

Pension, annuity and investment income, Canada/Ontario savings bonds *

Old age security/ Guaranteed income supplement or spouse’s allowance *

Canada Pension Plan *

Universal Child Care Benefit *

Registered retirement savings plan/Registered Retirement Income Fund income *

Employment Insurance Benefits *

How would you like to communicate with your volunteer for your meeting with them? *

What is your name? *

What is the best telephone number to contact you at?

How do you wish to receive follow up communication from the library to schedule your tax appointment with a volunteer *

Tell us about when the best time is to contact you. *

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Services

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Virtual Tax Clinic