The program is open to all campus students, faculty and staff.The SU Volunteer Services Tax Program is run by volunteers who are all CRA trained and can e-file or provide a mail-in tax return to clients. Any member of the campus community can use this free service provided individuals meet certain qualifying criteria.
To be an ELIGIBLE client to use our free service, you MUST fall within one of the categories below:
- Individuals must have an income of less than $30,000
- Married/common-law couples must have a combined income of with less than $40,000
- Single parents with income less than $35,000
- Have less than $1000 in interest income (We will process dividend and interest income, RRSP and RESP slips but they must be below $1000)
- Must not own rental property or have rental income
- Must not own foreign property
- Must not have capital gains or losses
- Must not be self-employed or have self-employment income
Unfortunately, we cannot process returns for individuals who do not meet our eligibility requirement.
We have partnered with H&R Block as our preferred tax return provider for those who do not meet the Volunteer Tax Program eligibility criteria. Please visit H&R Block’s website for details.
Clients, please call the Canada Revenue Agency (CRA) if you need to find out about missing information, information about your personal client file, and instructions on obtaining your notice of assessment. We cannot contact CRA on your behalf due to sensitivity issues with regards to client confidentiality. CRA’s hotline is: 1-800-959-8281
Checklist of documents and information you will need to bring. Click on the document to see the sample.
- Identification (Student
Campus ID, Driver’s license)
- Notice of Assessment or Reassessment (NOA)
- (On NOA) Federal Tuition Carry forward or Transfer amount: $
- (On NOA) Provincial Tuition Carry Forward or Transfer amount: $
(Please note a client can transfer to a spouse, parent or grandparent only
- (On NOA) RRSP Limit: $
- (On NOA) Unused RRSP Carry Forward: $
- Tuition Amounts Paid (T2202A slips)
Scholarship, bursary, grant, student loan, post-doctoral fellowship (T4A)
- Interest Paid on Student Loan (Receipts)
- Employment Income (T4 slips)
- Tips/Gratuities (Estimated Amount Received): $
- Interest or Dividend (T5 and T3 slips)
(Clients: Please note your interest income must be less than $1000.
If more than $1000, your combined income must not be more than $30,000)
- RRSP Contributions (Receipts and T4RSP slips)
- Child Care Expenses (Receipts if applicable)
- Universal Child Care Benefit (RC62 slips) if applicable
- Receipts for children’s enrollment of lessons in extracurricular activities if applicable (Fitness and Arts programs only!) for the Children’s Fitness & Arts tax credit
- Public Transit Monthly Passes AND Receipts if applicable
- Charitable Donation Receipts (Only Canadian registered charities)
- Moving Expenses & Receipts if applicable
- Medical and dental receipts (Portions not paid or covered by insurance already)