INCOME TAX SERVICES

Our income tax services rely on the support of volunteers who help you in filling your income tax returns. They comprise two components:

Service to Residences  (February to April): Having your income tax return filed by one of our trained volunteers – offered at a large number of Ottawa residences for seniors, people with special needs, with loss of autonomy and individuals in assisted living in Ottawa.

Service for eligible individuals (year-round): Service for individuals (by appointment only/no drop-ins): Offered to low-income individuals in Ottawa who need to submit tax returns for previous years (up to 10 years).

TWO-APPOINTMENT PROCESS:

1. appointment: To fill intake form and collect all required documents.
2. appointment: To get documents signed and explain the results of the tax return(s).

INDIVIDUALS ELIGIBLE TO TAX INCOME SERVICES

1. To be a resident of Ottawa as of December 31 of the current fiscal year

2. Maximum gross yearly income: Individual $35,000 – Couple $45,000 – Add $2,500 for each dependent child

Please note this process may take from two to four weeks during income tax season.

1. Deceased person
2. Rental income
3. Bankruptcy cases
4. Self-employed

PROCESS FOR TAXES COVERING SEVERAL YEARS

1. Organize all documents separately for each year

2. Add rent amounts and/or medical expenses for each year

  • T4 Statement of Remuneration Paid
  • T4A / T4A(P) Income Pension, Retirement, Annuity
  • T4A(OAS) Statement of Old Age Security
  • T4E Employment Insurance Benefits & other Benefits T4RSP Statement of RRSP Income
  • T5 Statement of Investment Income
  • T5007 Statement of Benefit (Social assistance)
  • T2201 Disability Tax Credit Certificate
  • T2202 Education and Textbook Amounts certificate
  • Amount paid for rent or property tax (landlord’s name and telephone number) 
  • Public transit passes 
  • RRSP receipt 
  • Support payments made or received 
  • Moving expenses (for work) 
  • Interest paid on student loans 
  • Donation receipts    
  • Eligible medical expenses and/or Premiums paid in a medical plan or private insurance   

With spouse

  • Information about him/her (Social Insurance Number (SIN), income etc.)       

With children 

  • Amount for an eligible dependant and/or amount for dependents aged 18 or older, if on disability.   
  • New application for direct deposit : bring a voided cheque or a direct deposit form from your financial institution.

CRA (Canada Revenue Agency) – English: 1 800 959 8281 

CONTACT US

Address:300 Olmstead St, 2nd floor Ottawa, Ontario K1L 7K1
Telephone: 613-746-0400

      Telephone

      613.746.0400

      Charity No

      11890-0513RR0001

      Telephone

      613.746.0400

      Charity No

      11890-0513RR0001