UTSU Tax Clinic 2020

Due to circumstances arising from COVID-19, the Tax Clinic service and appointment bookings are currently postponed until further notice.

 

Please note that the Canada Revenue Agency has recently announced that it will defer the filing due date to June 1, 2020 for the 2019 tax returns of individuals, including certain trusts: https://www.canada.ca/en/department-finance/news/2020/03/canadas-covid-19-economic-response-plan-support-for-canadians-and-businesses.html#Flexibility_for_Tax-filers

 

At this time UFile is offering free online tax filing services to post-secondary students: www.ufile.ca/tips-and-tools/file-for-free#students


What Are We About?

As appointment slots fill up, more slots will open, please continue to check back.


The clinics are held in partnership with the Canada Revenue Agency (CRA) who provides training for volunteers under the Community Volunteer Income Tax Program (CVITP). This free service is reliant on volunteer participation and provides free support to help students file taxes. Sign up for a one-on-one session with a CVITP volunteer.

One appointment booking per student only.

Please have all your tax documents and your SIN number ready for your appointment. You may wish to bring a USB to save an electronic copy of your return once completed. For questions, please email services@utsu.ca.

For a list of documents to view, see below to find a suggested document listing. All appointments will be confirmed and you will receive an email confirmation. T4 and T4A slips for active employees will be available to download through Employee Self-Service on Feb. 25. Those who requested paper delivery prior to Jan. 31 will receive their tax slips in the mail.  This applies to students who hold research positions, work-study positions and other paid positions at the U of T.

Learn more about filing your taxes here.


Suggested Documents:

Our volunteers can only help file your taxes if you bring all the necessary documentation to your appointment.

General:

  • Your most recent Notice of Assessment (if you have it – would have either received it in the mail (last spring/summer) or can get it from “My Account” if you have this set up). This is only for people who have filed taxes in previous years.
  • Your Social Insurance Number (SIN) and, if applicable, your spouse’s SIN.
  • A list of your dependents and their exact dates of birth, and their SINs, if they have been issued one.

Information Slips

Many of these slips are available through the Canada Revenue Agency online services. Not every slip applies to each person.

  • T4 – Salary/wages (T4 comes from an employer)
  • T4A – Scholarships, bursaries
  • T4RSP – Registered retirement savings plan
  • RC62 – Universal Child Care Benefit
  • If you have made income for work in a lump sum this year, bring the breakdown statement from the payor.

Receipts for expenses and credits:

  • T778 – Child care expenses and a completed T778
  • Union dues
  • T2202A – Tuition fees and education amount (you can print this from ROSI)
  • Medical expenses (For prescriptions, a printout can be obtained from your pharmacy)
  • Charitable or political donations
  • All property taxes or rent paid, a lease is not considered a receipt
  • Could have cheques, or letter from landlord.

Other:

  • Details of spouse and dependent income
  • Date of arrival to Canada and immigration status (if a new immigrant)
  • Any other documentation that may pertain to your income taxes
  • Canada Revenue Agency requires that you provide your Social Insurance Number (SIN) or Individual Tax Number (ITN) so that it can be recorded on your 2019 tax year T4A and your 2019 tax year T2202.
  • On February 21, 2020, the 2019 tax year T2202 and the T4A will be available on ACORN for you to view and print even if you have NOT recorded your SIN or ITN on ACORN.
  • For further information, you may wish to read: http://www.fees.utoronto.ca/news/2019_Tax_Year_What_is_New.htm

This is not an inclusive list but gives you an idea of the kinds of documents that you should be gathering and have in your possession before you schedule an appointment.


UTSU can assist with simple tax situations only, we may not help if:

  • You are self-employed
  • You have interest income over $1000
  • You make more than $40,000 annually
  • More than $1000.00 appears in box 48 of the T4 form (please check before making your appointment)
  • Bankrupt individuals

Need to change your return?

Wait to receive your notice of assessment from the Canada Revenue Agency (CRA) before you can make a change to your return.

There are three ways to correct your return once you’ve received your notice of assessment:

• use the “change my return” option found in My Account at www.cra.gc.ca/myaccount, one of the CRA’s secure online services;
• send a completed Form T1-ADJ, T1 Adjustment Request, to your tax centre; or
• send a signed letter to your tax centre asking for an adjustment to your return.
• If you send a letter, make sure to give your name, address, and social insurance number and tell us which tax year you want to adjust. You will also need to provide any supporting documents for your change.


Questions?

please email services@utsu.ca