Income Tax Clinics

 
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What you need to know

  • Note: Current Trellis Society clients are automatically eligible.

    In order to be eligible for the CVITP, individuals must have a modest income and a simple tax situation.

    This may include include:

    • adults 65 years and older

    • housing-insecure individuals

    • Indigenous Peoples

    • modest-income individuals

    • newcomers

    • persons with disabilities

    • students

  • A modest income means the total family income is less than the indicated amount below, based on the size of the family.

    Family size: 1 person Total family income: $35,000

    Family size: 2 people Total family income: $45,000

    Family size: 3 people Total family income: $47,500

    Family size: 4 people Total family income: $50,000

    Family size: 5 people Total family income: $52,500

    Family size: More than 5 people Total family income: $52,500 + $2,500 per additional person

    Family size includes an individual, or a couple, and their dependants.

  • SOURCES OF INCOME (Include all that apply):

    • Employment Income (T4)

    • Old Age Security (T4A) OAS

    • Pension Income T4A (P)

    • RRIF Income (T4RIF)

    • RSP Income (T4A-RSP)

    • Employment Insurance (T4E)

    • Investment Income (T5) (T3)

    • Alberta Seniors Benefit (T5007)

    • Income Support/Social Assistance (T5007)

    • Workers Compensation Benefit (T5007)

    DEDUCTIBLE EXPENSES

    • Receipts for RRSP contributions

    • Receipts for donations to registered Canadian Charitable Organizations

    • Receipts for Medical Expenses

    • Receipts for Installment payments of tax

    • Indication of Medical Disability and CRA’s previous acceptance of Disability Claim.

    • Childcare expenses paid

    • Tuition/Education/Student Loans (T2202)

    - If you are a dependent who attended a post-secondary institution (eg. University, or College) during the year (T2202)

    - attach a T2202 which details the institution name, number of months attended in 2022 and Tuition fee amount.

  • Please contact us at 403-910-5952 or email taxclinics@growwithtrellis.ca.