2017 CPA Ontario Tax Preparation Assistance program

On February 23rd, 2017, posted in: News by

Personal tax preparation service is available at no charge to individuals:

  • Without dependants with a gross household income of less than $30,000
  • With dependants, including a spouse or equivalent, with a gross household income of less than $40,000

Volunteers do not prepare complex returns, such as returns for individuals who:

  • Have self-employment income
  • Have business or rental income and expenses
  • Have capital gains or losses
  • Have employment expenses
  • Have interest income greater than $1,000
  • File for bankruptcy
  • Are deceased within the year

Dates of the clinic are below. Tax clinic is located at 414 Barton Street East, Hamilton (at the food bank). To book an appointment, please call 905.523.5546 ext 230.

  • Tuesday, February 21st 6:30 – 9:00 pm
  • Tuesday, February 28rd 6:30 – 9:00 pm
  • Tuesday, March 7th 6:30 – 9:00 pm
  • Thursday, March 9th 6:30 – 9:00 pm
  • Tuesday, March 14h 6:30 – 9:00 pm
  • Thursday, March 16th 6:30 – 9:00 pm
  • Tuesday, March 23nd 6:30 – 9:00 pm
  • Thursday, March 23th 6:30 – 9:00 pm
  • Tuesday, March 28th 6:30 – 9:00 pm

What you need to bring:

  1. A 2016 tax return form
  2. A copy of completed 2015 income tax return and 2015 Notice of Assessment
  3. Social Insurance Number for you and your spouse/common-law partner
  4. List of dependants and birth dates (day, month, year). Social Insurance Number for each dependant (if available)
  5. Details of spouse’s income and dependant’s income
  6. Date of marriage or separation (if in 2016)
  7. Details of any alimony and maintenance payments received or paid
  8. If a new immigrant, date of arrival in Canada
  9. If first time buyer, details of home purchase
  10. New reporting for 2016: If you sold a principal residence and have no capital gain because you are eligible for the full exemption, the following information on the sale is required: the year of acquisition, the sale price or amount you received for the property and the description/address of the property
  11. All receipts of income
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