SAMRU’s tax clinic will run from March 8th until April 30th, 2021 in an all virtual format. Due to this new setup we will only be completing taxes for the 2020 tax year. The deadline to file 2020 taxes is April 30, 2021.
SAMRU is once again offering a tax service where qualifying Mount Royal students can get their tax returns done for free, but this time from the comfort of home! Our all-virtual service is run by student volunteers and is designed to help low-income individuals with simple tax situations. Any Mount Royal student can use this service provided they meet certain qualifying criteria (see below).
Students can start by booking an appointment using our online booking system to set up an appointment. We will then send a Google Meets link where the client can connect with one of our trained student volunteers and a supervisor. We will prepare the taxes using our UFILE software and can file them once we are done. It’s that easy!
We do ask that you come prepared to the meeting with all your required tax forms and receipts. Even if you do not have any income, you are still encouraged to file a tax return as you may be eligible for various benefits or credits. We do understand that connecting via conference is not a secure form of communication, and clients can decline service at any point during the appointment.
Eligible clients for this service must meet the following criteria:
- Individuals with an income of less than $35,000
- Married/common-law couples with a combined income of with less than $45,000
- Have a simple tax situation
In general, your tax situation is simple if you have no income or if your income comes from any of these sources:
- benefits such as the Canada Pension Plan, disability insurance, employment insurance, and social assistance
- registered retirement savings plans (RRSPs)
- support payments
- scholarships, fellowships, bursaries, or grants
- interest (under $1,000)
Your tax situation is not simple if you:
- are self-employed or have employment expenses
- have business or rental income and expenses
- have capital gains or losses
- Foreign property (T1135)
- filed for bankruptcy in the tax year (or the year before, if that return has not yet been filed)
- are completing a tax return for a deceased person
Appointments are made on a first-come-first-serve basis. Please make sure to attend your appointment with all required documentation to complete your return.
Students filing with a spouse or common-law partner can make one appointment but will need to attend the appointment together.
Please contact the Canada Revenue Agency (CRA) if you need more information about missing information, information about your personal client file, and/or instructions on obtaining your notice of assessment. We cannot contact CRA on your behalf due to sensitivity issues with regards to client confidentiality. We also cannot answer complex tax questions. If you need more information or have questions about your personal tax situation, please contact the CRA’s hotline at 1-800-959-8281 or visit them online at canada.ca/taxes. You can also log in to your CRA My Account.
Volunteers are not employees or volunteers of the Canada Revenue Agency. The SAMRU Tax Clinic is provided by a partnership between the Students’ Association of Mount Royal University and the Canada Revenue Agency’s Community Volunteer Income Tax Program.