Reminder of best practices during tax preparation
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Reminder of best practices during tax returns preparation
A volunteer from the Income Tax Assistance – Volunteer Program can take on different roles. The following guidelines will provide you with suggestions and advice to help you prepare tax returns successfully.
Sections
- Confirming the individual’s identity
- How to verify the individual’s eligibility and identity.
- Getting the individual’s authorizations and information
- How to get authorization to prepare tax returns, organize and verify tax slips and receipts, along with questions to ask the individual.
- Starting to prepare tax returns
- How to log into the tax software and what to do if you are preparing paper tax returns.
- Getting authorization to electronically submit the tax returns
- How to get authorization to electronically submit the tax returns and how to submit the tax returns.
- Returning and clearing information
- How to safeguard individuals’ information and address individuals’ requests after you have successfully submitted the tax returns.
- What comes next?
- How to provide assistance to an individual after their tax returns have been submitted.
- Test your knowledge – Reminder of best practices
- Test the knowledge you have just gained.
Important note
The CRA and Revenu Québec take security of confidential information very seriously. To ensure the protection and confidentiality of an individual’s information, you must follow the instructions below:
- Do not use or disclose an individual’s information for purposes other than completing their tax returns
- Protect the individual’s information safely in a locked drawer or cabinet and never leave this information unattended
- Pay attention to your surroundings when you talk to people, especially in a virtual session when other people are in your home or when you have smart devices such as Google Home or Alexa
- If you note that the security or confidentiality of an individual’s information has been compromised (for example, theft or loss of data), immediately notify the community organization you are affiliated with
For more information, refer to the section Administrative Responsibilities of the Guide for Volunteers available in the Personalized Space for Volunteers on Revenu Québec’s website.
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2024-12-20