Info sheet for CVITP volunteers

Welcome to the volunteer team!

Volunteer handbook

Read Guide TIS5, Volunteer Handbook (PDF) to learn about:

  • how the CVITP operates
  • taxpayers eligible for the CVITP
  • how to install the tax software
  • how to set up your tax program to use EFILE
  • securing taxpayer information
  • preparing an income tax and benefit return
  • how to file a return using EFILE

Taxpayer identification

You must get proof of identity from the taxpayer before you complete their return. Proof of identity should:

  • be valid
  • be government issued
  • include a photo

Examples of identification include:

  • provincial or territorial (or equivalent abroad) driver's license or photo identification
  • Canadian or foreign passport
  • Certificate of Indian Status
  • military or other government employee identification card

Complete Form TIS60, Taxpayer Authorization

  • Before you prepare a return you must get the taxpayer to complete and sign Section I.
  • If the taxpayer wants you to file their return electronically, both you and the taxpayer must complete Section II.
  • Give the completed Form TIS60 to the taxpayer for their records.
  • Do not tell the taxpayer to send Form TIS60 to the CRA.
  • Do not keep a copy of Form TIS60 or send it to your CRA coordinator.

Record the number of returns you prepare

  • Record the number of returns you prepare as a CVITP volunteer. You can use Form T1176, Statistical Summary.
  • Advise your community organization of the number of returns you prepared before May 15.

CVITP dedicated line

  • For volunteers and community organizations only: 1-866-398-3488
  • Call the CVITP dedicated line if you have questions about:
    • individual income tax
    • EFILE and EFILE error code messages
    • the tax preparation software
  • Dates of operation: February 15 to May 2, 2016
Hours of operation
Region Monday to Friday Saturday
All provinces and territories (except Newfoundland and Labrador) 9 a.m. to 9 p.m. 9 a.m. to 5 p.m.
Newfoundland and Labrador 9:30 a.m. to 9:00 p.m. 9:30 a.m. to 5:00 p.m.

Support for software and EFILE

CVITP guides and forms

Guides

Forms

Useful links

For more information

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