Transcript

Image on screen: CVITP logo with text Volunteer training site walkthrough, Community Volunteer Income Tax Program

Narrator: Welcome to a walkthrough of the Community Volunteer Income Tax Program (CVITP) volunteer training website.

Image on screen: homepage Volunteer training

Narrator: This online training is a resource designed to help new and returning CVITP volunteers. The training site is grouped into eight topics [rectangle callouts surround the thumbnails]. We strongly encourage new CVITP volunteers to review the entire training website before they start preparing tax returns.

Narrator: If you are a new volunteer, the recommended order to read through the topics is [rectangle callouts surround the thumbnails of each topic]: Before you begin, Income tax basic concepts, UFile overview, Preparing income tax returns: before, during, and after, Auto-fill my return (if applicable), Frequent client scenarios and Resources.

If you are a returning volunteer, we encourage you to review the topics Overview of what's new and Resources. However, you can always benefit from reviewing the entire online training.

In this video, we’ll review the training site to help you find the information you need. Let’s click on the link Income tax basic concepts [pointer clicks on link].

Image on screen: web page Income tax basic concepts

Narrator: On this page there are several expandable items which are displayed as rectangular tabs with a forward arrow and a topic title [rectangle callout surrounds all the sections]. You will find expandable items on many pages of this training site.

To read a section, click anywhere within a tab [pointer clicks on Total income tab], or on the Expand all button at the top [pointer clicks on button]. To close the sections, click anywhere within the tab [pointer clicks on Canada’s tax system tab], or on the Collapse all button at the top [pointer clicks on button].

Remember that you can access the homepage anytime by clicking on Volunteer training at the top of the page [rectangle callout surrounds the link and the pointer clicks on it].

Image on screen: homepage Volunteer training

Narrator: Next, let’s click on the link Auto-fill my return [pointer clicks on link].

Image on screen: web page Auto-fill my return

Narrator: The training for Auto-fill my return, also known as AFR, has been divided into four pages ‒ one for each of the topics [rectangle callouts surround the link of each topic] : Before you begin, How to use Auto-fill my return, Troubleshooting and Represent a Client. Check the Troubleshooting page for help with the most common AFR errors that volunteers encounter.

Now, let’s return to the Volunteer training homepage [pointer clicks on Volunteer training link at the top of the page].

Image on screen: homepage Volunteer training

Narrator: Next, let’s click on the link Frequent client scenarios [pointer clicks on link].

Image on screen: web page Frequent client scenarios

Narrator: At the top of the page are examples of the two alert types that can be found throughout the training site [rectangle callout surrounds the alert]. The orange alert warning icon is for important notes. The blue “alert info” icon is for important information.

Further down on this page are listed the most common scenarios that you may encounter as a volunteer. These scenarios have detailed information to help you prepare tax returns for specific clienteles. Let’s visit the page with the scenarios for Adults 65 years and older [pointer clicks on link].

Image on screen: web page Adults 65 years and older

Narrator: On this page and on the other scenario pages, you’ll find the introductory section Before you start [rectangle callouts surround each section] and the expandable sections Need to know, Screen-by-screen instructions along with examples to practice on and their solutions.

Let’s go back again to the homepage [pointer clicks on Volunteer training link at the top of the page].

Image on screen: homepage Volunteer training

Narrator: Now, let’s explore the Resources section [pointer clicks on link].

Image on screen: web page Resources

Narrator: On this page you’ll find helpful links, contacts, forms, and other information that may be useful when volunteering at a free tax clinic. There are six tabs. The first tab, Helpful links [pointer clicks on tab], lists Canada.ca web pages where you can find information on benefits. There are also tools such as manuals, calculators, and guides.

The second tab, Helpful contacts [pointer clicks on tab], lists available telephone support lines.

The third tab, Provincial and territorial benefits and credits [pointer clicks on tab], lists the Canada.ca web pages with more information on benefits and credits specific to your province or territory.

The fourth tab, T1 lines comparison tables (before 2019 – since 2019) [pointer clicks on tab], has the most commonly used lines when preparing CVITP returns.

The fifth tab, Useful forms [pointer clicks on tab], lists the forms most commonly used when preparing returns for the CVITP.

The sixth and final tab, Job aids and factsheets [pointer clicks on tab], lists some helpful job aids, factsheets, and questions and answers documents you can refer to when hosting or volunteering at a free tax clinic.

Once again, let’s return to the homepage [pointer clicks on Volunteer training link at the top of the page].

Image on screen: homepage Volunteer training

Narrator: Further down on this page [scrolling to the middle of the homepage] is the important note CVITP Virtual clinics - Guidelines and resources for volunteers [rectangle callout surrounds the alert]. If you are a volunteer participating in the temporary virtual clinic initiative, we strongly recommend that you familiarize yourself with the guidelines that apply to your situation before preparing an individual’s tax return.

The guidelines [rectangle callouts surround each link to the guidelines] are for clinics that use video conferencing, telephone and CVITP modified drop-off clinics.

Now, let’s open the guideline for video conferencing [pointer clicks on link]. The PDF opens in a different browser window. You can print it or save it to your device. To return to the homepage, let’s click on its browser window [pointer clicks on button].

At the bottom of this page is the important note PDF versions [rectangle callout surrounds the alert]. If you need to access this training offline when internet access is unavailable, you can download the PDF versions of this training [rectangle callout surrounds the links]. You can print them or save them to your device.

The CVITP volunteer training website has resources to support you throughout the filing season. Add it to your browser favourites and refer back as needed even after you’ve completed your training.

This training refers to software exclusive to the CVITP program that is not available to Canadians. Please remember not to share this website with anyone outside of CVITP volunteers and organizations.

Image on screen: CVITP logo with text Thank you for joining the Community Volunteer Income Tax Program!.

Thank you for joining the Community Volunteer Income Tax Program! We hope this walkthrough was useful.