Program Overview

Join the WoodGreen Tax Clinic, at the The Financial Empowerment, for an exciting and fulfilling volunteer experience, where you can make a meaningful impact by preparing tax returns for individuals and families who are living on a low income.

WoodGreen’s Financial Empowerment Program aims to alleviate and assist individuals in transitioning out of poverty by utilizing innovative approaches to address financial challenges. In partnership with the Canada Revenue Agency, the Financial Empowerment program offers a valuable opportunity to volunteer in our Community Volunteer Income Tax Program (CVITP). We serve thousands of clients annually, providing professional, free tax filing services to marginalized populations.

Position Summary

As a tax preparer volunteer with the WoodGreen Tax Clinic, you will:

• Participate in income tax training offered by WoodGreen as well as trainings offered by the Canada Revenue Agency (CRA).
• Help clients submit their tax returns using UFile software.
• Provide explanations of tax return results to clients and answer tax related questions.
• Follow policies set by the CRA and WoodGreen Community Services
• Provide high-quality support and customer service to a diverse group of clients.
• When needed, use interpretation services for clients who have limited English-speaking skills.
• Have an opportunity to connect with a large community of volunteers.

As a volunteer, you’ll engage with clients, prepare their tax returns, and assess their eligibility for additional benefits. We provide comprehensive training, including interactive online sessions and on-the-job mentoring, ensuring you have the necessary skills and resources to excel in your role. We are proud to offer both virtual and in-person tax preparation options, enabling us to continue serving our clients effectively.

Skills Required

• Must have a valid Social Insurance Number which cannot expire any time during the year you volunteer
• Must have filed a 2023 tax return
• Must be 18 years of age or older
• Must apply for and have an active EFILE number and RepID
• Must provide a clear Vulnerable Sector Screening
• Must provide 2 references
• Experience filling taxes in Canada is an asset

If volunteering remotely must have:

• a computer with Windows operating system and the ability to download UFile software
• a private space to speak with clients over the phone
• reliable internet
• Age 18+

Commitment

• Commit to volunteering a minimum of two 3-hour shifts a week, either in-person or virtually, for the duration of tax season (March to end of May 2025). We ask volunteers to adhere to a schedule of the same shift each week for the full duration of tax season.
• Mandatory 10-hour training (combination of self-directed online training & live training in-person) held on March 30.

Screening Requirements

• Vulnerable Sector Screening
• Reference Check

Locations

• 815 Danforth Avenue
• 1533 Victoria Park
• 2930 Lakeshore Blvd W