I want to volunteer for the YCPA Tax Clinic

Do you want to make great a impact on the community while learning and practicing simple tax returns? Then sign up as a volunteer! Volunteers come from all backgrounds - students, lawyers, engineers, healthcare professionals, CPAs, newcomers. So come join us, you'll be in smart company.

Important dates

2023-02-01    Deadline to apply​ as a volunteer with the CRA

TBD    Tax prep training

2023-04-01    Tax Clinic Day 1 at the Montreal Chinese Hospital at 189 Avenue Viger E, Montréal, QC H2X 3Y9

2023-04-02    Tax Clinic Day 2 at the Montreal Chinese Hospital at 189 Avenue Viger E, Montréal, QC H2X 3Y9

 

Deadline to apply: February 1, 2023

 

Volunteer as a tax preparer

On tax clinic day, you will prepare and file tax returns. This is a great opportunity for you if you

  • Want to learn and practice personal tax returns

  • Are customer service oriented

  • Speak an Asian language (an asset)

You must be available one of these dates

  • April 1, 2023

  • April 2, 2023

You must also

  • Have a Windows PC (Mac OS, Chromebook, and smartphones/tablets are not compatible with the software)

  • Meet the EFILE requirements

    • Generally, this means that your personal tax file is up-to-date both federally and provincially.

If you don't have a Windows PC or if your EFILE/provincial application is rejected, you won't be able to file tax returns, but you can still team up with someone who can or help with other non-tax tasks.

5 steps to apply

You must complete steps 1 to 3 before February 1, 2023

  1. Apply as a volunteer for the YCPA tax clinic

  2. Register as a volunteer under the federal Community Volunteer Income Tax Program (CVITP)

  3. Apply or renew EFILE

  4. Wait for an email from CRA-ARC confirming your EFILE is activated. See below example of the email. This normally takes 4-6 weeks.

  5. Once you receive the email, you need to send your personal information to YCPA by clicking the link below. We will apply for a Québec NetFile number on your behalf. YCPA needs your personal info to submit a request for a Quebec ​​NetFile code on your behalf.

    I have received email confirmation that my EFILE is activated
     

  6. Wait for a letter (by mail) from Revenu Québec with your Québec NetFile code. If you have not received your NetFile code after 2 weeks, contact us.

    • You must remember your Quebec NetFile code for tax clinic.

Can I volunteer for non-tax tasks?

Yes, although we encourage everyone to prepare tax returns. if you are interested in helping out with the above, simply indicate so on the registration form. You can get involved as a tax preparer and also help out with these tasks.