Clients

The Sprott Accounting Students’ Association takes great pride in making our Tax Clinic 2021 experience simple for our clients.

 

To file your taxes with the tax clinic, you must first fill out our client intake form. Once you fill out this form, we will review it to determine the complexity of your tax return and whether it is within the scope of our tax clinic. You will receive an email by March 24th, 2021 indicating whether your tax return is simple enough to be filed at our tax clinic and you will then be given an appointment based on the availability you outlined in your client intake form. Note: the remaining appointment slots that are available for new clients are between March 23rd and March 26th, 2021.

You will require the following to attend a tax clinic appointment:

  • A SIN or ITN number (the same for your dependents if applicable)

  • A government-issued photo ID

  • Your most recent notice of assessment (if you have one)

 

Once your appointment is booked, you will need to scan all of your tax slips and ensure they are available for your appointment. For guidance on where to find your tax slips, you can refer to our Finding My Tax Slips webpage. Please note that it is your responsibility to provide us with all applicable documents. Some examples of common tax slips include:

  • T4 {from your employer(s)}

  • T4A {For any scholarships}

  • T2202 {any tuition expense for the year}

  • T5 {from your Bank(s)}

  • T4RSP {for any contributions made to your RRSP}

  •  Slips for any and all of the following expenses:

    • Rent

    • Medical

    • Child care

 

Unfortunately we will not be able to serve clients with the following situations:

  • Contractors, Self-employed (Example; Operating an Uber, running an Etsy store )

  • Rental/Property Income

Please contact us for further assistance at Taxclinic2.cusasa@gmail.com

Disclaimer: The Tax clinic reserves the right to refuse service if we deem your return to be outside the scope of the Tax Clinic

Frequently Asked Questions

What do I bring to my tax clinic appointment?

  1. Government Issued Photo ID: You need to bring at least one piece of government issued photo ID. This can be your driver’s license, Ontario photo card, Health Card, or Passport. We require your ID to verify your identity prior to filing a tax return on your behalf.

  2. SIN number or ITN number: SIN numbers are necessary to file your tax return (note that SIN numbers that begin with a "9" are accepted). If you do not have a SIN number, but would still like to file your taxes, you may apply for an Individual Tax Number (ITN).

  3. Scans of tax slips: You must bring digital scans of every tax slip that you have received from all sources (employer, university tuition, government benefits). If you have a CRA MyAccount then you can easily get these slips through the “Tax information slips” section. If you don’t have a CRA MyAccount then you will likely receive your tax slips through the mail. For guidance on where to find your tax slips, you can refer to our Finding My Tax Slips webpage.

Can the tax clinic file returns for first-time filers? 

The tax clinic cannot file tax returns for first-time filers because the tax clinic is only able to electronically file tax returns. First-time filers are required to mail their tax return to a CRA tax center and are not able to electronically file/NETFILE their tax return. 

What are my responsibilities as a client of the tax clinic? 

  1. Filling out the client intake form to determine if your tax situation is eligible for the tax clinic.

  2. Showing up to your virtual appointment at the scheduled date and time with a photo ID, SIN number (or ITN number), and scans of all relevant tax slips (for help finding your tax slips you can refer to our webpage on the topic).

  3. Reviewing your completed tax return (when it is emailed to you) and ensuring that the tax return is signed and emailed back to the tax clinic. 

  4. Presenting your income and tax situation truthfully.

What are the tax clinic’s responsibilities?

  1. Reviewing your client intake form, determining if your tax situation is eligible for the tax clinic, and emailing you a response by March 24th, 2021.

  2. Booking your appointment with the tax clinic based on the availability you indicated on your client intake form.

  3. Preparing your tax return by 4 PM on the day of your appointment and emailing it to you for your signature.

  4. Electronically filing your tax return with the Canada Revenue Agency (CRA) upon receiving your signed consent.

  5. Deleting all your personal information from our computers immediately after submitting your tax return.

Are there any risks to using a virtual tax clinic?

Even though filing your tax return via video conferencing is a CRA-approved method for tax clinics, there are some risks that you must acknowledge before filing your tax return virtually. During your initial appointment you will need to:

  1. Provide consent to proceed over an unsecured platform (video conferencing).

  2. Acknowledge that the SASA tax clinic volunteer is not an agent of the CRA.

  3. Confirm your awareness that you can discontinue the call at anytime during your session.

To mitigate some of the risks involved in filing virtually, the tax clinic has taken the following steps:

  1. We use platforms that are end-to-end encrypted for our video calls (Jitsi Meet) and email (Outlook).

  2. We use tax clinic specific emails, we do NOT use personal emails to handle client documents and information.

  3. We have designed our virtual tax clinic in compliance with the CRA’s tax clinic guidelines for virtual filing via video conferencing.

  4. We require all client personal information to be deleted from our computers immediately upon filing your tax return.

While these mitigation steps are helpful at reducing the risk, they do not fully eliminate it. Ultimately, there will always be some risks involved with filing your tax return virtually (not just with SASA but with anyone) and you must make a decision about whether this risk is meaningful to you.

©2021 - Sprott Accounting Students' Association