FAQ

Frequently Asked Questions

1. Why should I complete a tax return?
2. Where can I find help?
3. What should I bring to my appointment?
4. What do I do if I’m not eligible for the tax clinics?
5. What tax benefits are available to me?
6. How can I start my own tax clinic?

1. Why should I complete a tax return?

Filing your income taxes is the only way to be eligible for benefits and subsidies from the government which means more more back in your pocket. Government benefits and subsidies can decrease the costs associated with health care, child care and recreation activities for our service users. Most of people who access the free tax clinics are eligible for money back from the government, putting much need dollars into the family budget.

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2. Where can I find help?

There are volunteers who offer free tax clinics and drop-off services  throughout the Waterloo Region.  Find out where services are offered in your community.

There is also information about filing your taxes online.  Copy and paste the link below into your browser.

http://www.cbc.ca/m/touch/news/story/2013/02/05/f-tax-season-2013-netfile.html

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3. What should I bring to my appointment?

To ensure that your return is completed accurately, please ensure that you have all of the necessary information that applies to your situation:

INFORMATION SLIPS:
Social Insurance Number
T4 (employment income)
T4A, T4A(P), T4(OAS), T4RIF, T4E
T5 (statement of investment income)
T3 (statement of trust income allocations and designations)
PT5007 (statement of benefits)
RC62 (universal child care benefit)
Your Notice of Assessment from last years taxes

RECEIPTS:
Charitable Donations
Medical/Dental Expenses not covered by a health plan
Rent
Child Care Expenses
Property Taxes
RRSP Contributions
Transit Passes for monthly or weekly passes
Children’s Fitness Activities
T2202 – Tuition and Education

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4. What do I do if I’m not eligible for the tax clinics?

  1. Hire a professional to file your taxes and ask for the fee to be taken out of your refund.
  2. File your own taxes.
  3. Contact your MP’s office for more direction.

For more information on filing taxes, review these website:

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5. What tax benefits are available to me?

As a parent, you are eligible for tax benefits and subsidies to help with the cost of raising a child:

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6. How can I start my own tax clinic?

Opportunities Waterloo has developed a helpful manual on how to start a free income tax clinic.  The manual is on their website at the following link: http://www.owr.ca/wp-content/uploads/2013/02/HowToStartaTaxClinic.pdf

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2 responses to “FAQ

  1. In the section “3. What should I bring to my appointment?”, under “Receipts” what do you mean by “rent”? Is it the monthly rent we pay for our apartment?

    • Hello Feri,
      That’s correct, we will include the rent that you paid in 2013 when we complete your Income Tax return.

      Sincerely,
      Free Tax Clinics in Waterloo Region

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