Transcript

Image on screen: Title of the video; 5 colourful representation of people; in the right-hand corner, the text: Income Tax Assistance Volunteer Program Since 1988

[Soft background music throughout the video]

Narrator: ITAVP learning guide overview.

Income Tax Assistance – Volunteer Program

Hello, my name is Marie Julie.

Image on screen: Home page of the ITAVP Learning Guide.

Welcome to the overview of the ITAVP learning guide. This is a resource designed to help new and returning ITAVP volunteers prepare tax returns for eligible individuals.

The ITAVP Learning Guide has seven sections [callout surrounds the section]:

• Tax changes for this filing season
• Get ready to volunteer
• Reminder of best practices during tax preparation
• Tax guide for volunteers
• Tax considerations for Newcomers and Indigenous peoples
• Installing the tax software and its functions
• CRA and Revenu Québec electronic services

The Resources section at the bottom of the page contains helpful resources, including : [callout surrounds the section]

• case studies, forms, job aids, fact sheets, a glossary, as well as links and contacts for volunteers.

We strongly encourage ITAVP volunteers to review the entire learning guide before starting to prepare income tax returns.

Let’s explore the site!

Narrator: Let’s start with the section Tax changes for this filing season [callout surrounds the section and cursor clicks on the link]

Image on screen: Tax changes for this filing season page.

This section outlines all the new federal and provincial tax changes that are applicable for the filing season. [accolade marks the topics and arrow points to them]

Click on each expandable item to access the information. [callouts surround each of the tabs]

It is important to note that this section only includes tax changes. To access the list of new features related to the Income Tax Assistance – Volunteer Program (ITAVP), please visit the What’s new in Income Tax Assistance page in your restricted access area on the Revenu Québec website.

To return to the home page, you can click on ITAVP Learning Guide at any time in the breadcrumb trail at the top of each web page. [callout surrounds the section and cursor clicks on the link].

Image on screen: Home page of the ITAVP Learning Guide.

Narrator: Whether or not you are a new volunteer of the income tax assistance program, we invite you to visit the Get ready to volunteer section each year before the start of the season. [callout surrounds the section and cursor clicks on the link]

Image on screen: Get ready to volunteer page.

Narrator: This is where you can obtain information, about:

• restricted access areas on the Revenu Québec website dedicated to ITAVP [callout surrounds the section]
• your responsibilities as a volunteer, including the various registrations to complete and requirements to meet depending of your role [callout surrounds the section]
• the software and equipment required to prepare income tax returns within the income tax assistance program [callout surrounds the Access to the software and the Equipment sections]

Narrator: Now, let’s go back to the home page.

Image on screen: Home page of the ITAVP Learning Guide.

Click on Reminder of best practices during tax preparation. [callout surrounds the section and cursor clicks on the link]

Image on screen: Reminder of best practices during tax preparation page.

Narrator: You must click on the headings to access the procedures related to each section.

As part of this demonstration, we will choose the section Getting authorization to electronically submit the tax returns. [callout surrounds the section and cursor clicks on the link]

Image on screen: Getting authorization to electronically submit the tax returns page.

Narrator: To access the information related to each topic on this page, click on the links in the section On this page. [accolade marks the topics and arrow points to them]

(Here, we are visiting different parts of the same page.)

Narrator: For example, click on the topic TIS60 – Section II – Electronic filing (Part C, D) [callout surrounds the section], which will take you to the section of the page concerning the federal authorization form for filing federal income tax returns electronically.

Image on screen: TIS60 – Section II – Electronic filing (Part C, D) section of the page.

It is also important to note that many terms specific to the income tax assistance program and tax filing are found in this learning guide.

You can access the definition of several of these terms by clicking on their hyperlinks.

For example, click on the term EFILE [callout surrounds the word EFILE and cursor clicks on the link]. This will bring you to the glossary of terms and definitions.

[We move on to another page, but go back to the previous page.]

Narrator: Read the definition, then click the arrow in the upper left corner of the screen to go back or close the window to return to the page you were on before.

Narrator: Let’s go back to the home page of the learning guide.

Image on screen: Home page of the ITAVP Learning Guide.

We will now move on to the next section: Tax guide for volunteers. [callout surrounds the section and cursor clicks on the link]

Image on screen: Tax guide for volunteers page.

Narrator: This section provides you with all the tax concepts and information on the types of income, deductions and credits most frequently encountered when filing income tax returns as part of the Income Tax Assistance – Volunteer Program. Here, you’ll find step-by-step instructions on how to enter various situations into the tax calculation software.

Let’s look at this section in more detail.

Narrator: Click on the Basic tax concepts subsection [callout surrounds the section and cursor clicks on the link]. This subsection provides basic tax return information including:

Image on screen: Basic tax concepts page.

• the due dates for filing federal and Quebec income tax returns [callout surrounds the Introduction option at top of page, and accolade marks the content and arrow points to it further].
• information on the different sections of a tax return [callout surrounds the options].
• the basics of the various credits and benefits for which the ITAVP clients are eligible, and more. [callout surrounds the option]

Image on screen: Tax guide for volunteers page.

Narrator: Let’s go back to the section Tax guide for volunteers and click on Marital status. [callout surrounds the section and cursor clicks on the link]

Image on screen: Marital status page.

On this page, you will find the definitions for each marital status found in the federal and Quebec income tax returns [callout surrounds the options]. Examples of the different types of marital status are also provided at the end of the subsection. [callout surrounds the option]

Image on screen: Tax guide for volunteers page.

Narrator: Let’s go back to the Tax guide for volunteers page and click on Find a tax topic. [callout surrounds the section and cursor clicks on the link]

Image on screen: Find a tax topic page.

This page provides a complete index of all tax topics related to the income tax assistance program and allows you to filter the information in two ways:

• by choosing one of the radio buttons in the Filter by topic list [callout surrounds the radio buttons].
• by entering a term or sentence in the Filter items textbox above the table. [callout surrounds the field and arrow points to it]

The filtering options in the list of topics are based on the various clienteles served by the income tax assistance program, including newcomers, seniors and students. [radio buttons for each option is selected and arrows point to them one at a time]

Narrator: Select one of the topics from the list to access the information. Click on the Reset filter button to clear the filter or sorting options before starting a new search. [callout surrounds the button and arrow points to it]

Click on one of the arrows at the top of each column of the table to reorganize the entire list or data in ascending or descending alphabetical order. [arrows point to each column]

When you choose a topic, the tax information is displayed in the table below. [radio button is selected, arrow points to it and callout surrounds the table]

Click on the links in the column Topic description to access the tax information. [callout surrounds the column]

Click on UFile instructions in the table to access the screen-by-screen instructions of the related tax topic in the tax calculation software. [callout surrounds the column and cursor clicks on UFile instructions]

Image on screen: Investment income and self-employed page.

Narrator: Please note that you can also view or print the UFile instructions in PDF format.

Image on screen: Find a tax topic page.

[Arrows point to PDF options, cursor clicks on it, PDF page opens, callout to print option, cursor points to it. We go back to Tax guide for volunteers page.]

Let’s go back to the Tax guide for volunteers section.

Image on screen: Tax guide for volunteers page.

So far, we’ve showed you how to filter and access tax information on the Find a tax topic page.

You could also access the same tax information, without using the Find a tax topic page, through the following two sections:

• Types of income, deductions and tax credits. [callout surrounds the section]
• UFile instructions by tax situation. [callout surrounds the section]

Let’s look at these sections in more detail.

First, click on Types of income, deductions and tax credits [callout surrounds the section and cursor clicks on the link]. Then, click on any link in this section to access a complete list of tax topics related to the income tax assistance program, such as income, credits, deductions and other items. [arrows point to all sections]

Let’s go back to the Tax guide for volunteers section again.

Image on screen: Tax guide for volunteers page.

Then, click on the UFile instructions by tax situation section. [callout surrounds the section and cursor clicks on the link]

Image on screen: UFile instructions by tax situation page.

This subsection will allow you to select the options applicable to the tax situation for which you are preparing a tax return in order to obtain only the relevant screen-by-screen instructions. To access the instructions, click on the title of the tax situation you need. [arrows point to each options]

Now that we’ve explored the Tax guide for volunteers, let’s go back to the home page of the learning guide.

Image on screen: Home page of the ITAVP Learning Guide.

The Tax considerations for Newcomers and Indigenous peoples section was created specifically for these two groups, given that they often have unique filing requirements. [callout surrounds the section and cursor clicks on the link]

Click on each topic to read the information. [arrows point to each topics]

Let’s go back to the guide’s home page again.

Image on screen: Home page of the ITAVP Learning Guide.

Click on Installing the tax software and its functions. [callout surrounds the section and cursor clicks on the link]

This section was designed to help you install, set up and use the tax calculation software provided as part of the Income Tax Assistance –Volunteer Program.

Each of the subsections explains the various functions of the software. [arrows point to each section]

Let’s take a closer look! For example, click on Identification sections. [one arrow pointing to Identification sections and cursor clicks on the link]

Image on screen: Identification sections page.

Read the screen-by-screen instructions displayed on the page.

Click on the image to enlarge it [cursor clicks to expand the image showing in full on screen]. This will allow you to see the screenshot better. This feature applies to most of the images in the learning guide.

Let’s go back to the home page.

Image on screen: Home page of the ITAVP Learning Guide.

The CRA and Revenu Québec electronic services section [callout surrounds the section and cursor clicks on the link opening the landing page] contains information and instructions that will allow you to use approved electronic services from the CRA and Revenu Québec such as EFILE, NetFile Québec, the CRA’s Auto-fill my return service, the Revenu Québec tax data download service, and others. [arrows pointing to each topic]

Image on screen: CRA and Revenu Québec electronic services.

Explore this section to learn more about each of these services.

Image on screen : Home page of the ITAVP Learning Guide.

The learning guide also contains a Resources section at the bottom of the home page [callout surrounds the section], which combines the many tools available to help you prepare income tax returns.

Let’s look at the Practice with case studies page. [callout surrounds the section and cursor clicks on the link]

Image on screen : Practice with case studies page

This subsection includes all the information and tax slips for the different case studies available.

These case studies will allow you to practice filling out tax returns based on various situations that are often encountered in the of Income Tax Assistance – Volunteer Program.

For example, let’s click on Reporting employment income. [callout surrounds the section and cursor clicks on the link]

Image on screen: Reporting employment income page.

Each case study begins with a Test your knowledge section where you are asked one or more questions to assess your knowledge of the topic at hand. [callout surrounds the section]

This is followed by instructions on how to complete the case study using the UFile CVITP software, as well as general information and additional details. [scrolling down to the topic, callout surrounds the sections]

Once you’ve completed the case study, confirm your results by clicking on the link(s) in the Solution section of the page [scrolling down to the topic, callout surrounds the section]. A summary of the return will open in PDF format.

Finally, consider the Reminder of key points of the tax software section at the bottom of the page. [callout surrounds the section]

Image on screen: Home page of the ITAVP Learning Guide.

Let’s go back to the Resources section to examine the other options available in this section, which are the Forms, job aids, facts sheets, the Glossary of terms and definitions and the Contacts and links. [callout surrounds the sections]

Image on screen: Home page of the ITAVP Learning Guide.

The forms, job aids and fact sheets subsection [callout surrounds the section, cursor clicks on the link and opens forms, job aids and fact sheets landing page], combines forms and other documents that you may need when preparing income tax returns, as well as different job aids applicable to various clients.

Image on screen: Home page of the ITAVP Learning Guide.

The Glossary of terms and definitions subsection [callout surrounds the section, cursor clicks on the link and opens Glossary of terms and definitions landing page] combines the definitions for a lot of the terms that are frequently mentioned in the learning guide.

Image on screen: Home page of the ITAVP Learning Guide.

Finally, the Contacts and links subsection [callout surrounds the section, cursor clicks on the link and opens Contacts and links landing page] combines all of the necessary references for volunteers, such as:

• references for ordering forms
• confidential telephone lines reserved for volunteers
• links to access documents and other useful information about the Income Tax Assistance– Volunteer Program

It is worth adding it to your favourites!

Image on screen: Home page of the ITAVP Learning Guide.

This concludes the overview of the ITAVP learning guide.

Please note that this learning guide was designed exclusively for organizations and volunteers of the Income Tax Assistance – Volunteer Program.

Image on screen: Two boxes showing the website information and the confidential telephone lines reserved for volunteers.

Therefore, the web pages contained in the guide must not be shared with people who are not part of the Income Tax Assistance – Volunteer Program.

Thank you for supporting the ITAVP!

Text on screen: copyright: Created by HRB Multimedia in collaboration with Revenu Québec. All rights reserved, 2024

copyright: His Majesty the King in Right of Canada, represented by the Minister of Revenue

Image on screen: Canada Revenue Agency logo

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