Income Tax Clinics

To be eligible for the program you must meet the following two criteria:

1. Be a resident of Muskoka 
2. Your total family income cannot exceed the income noted per family size in the chart below:

Volunteers Cannot Help With the Following Type of Tax Returns:

• Deceased persons
• Bankrupt individuals
• Capital gains or losses
• Employment expenses
• Business or rental income and expenses

Please note: Due to high response from individuals seeking an appointment, applications received after November 25, 2022 will be contacted in the first two weeks of March 2023. There will be a wait list and applications will be prioritized by date. 

Please Note: There will be no income tax returns completed between December 1, 2022 to March 1, 2023. We will continue to register names and add them to the wait list. 

Online Tax Clinic Request Form

Commencing March 1^st you will be contacted by a volunteer within two weeks of registration. We appreciate your patience as work through our appointment list!

If you have questions you can contact the Tax Clinic Team at 705-645-2412 or send us an email.

File your taxes to make sure you continue to receive important government benefits including:

• Trillium Benefit
• GST Credit
• Child Tax Benefits
• OAS
• GIS and more!

You Will Need the Following Documents For Your Appointment:

• Photo identification
• Social Insurance Number(s)
• All T-Slips showing income (T4, T4A, T4E, T4RSP, T4RIF, T3, T5, T5007, RC 62, etc.)
• Final municipal property tax bill (for each applicable tax year) or rent receipts for each address you lived at during the tax year(s)
• Notice of Assessment or tax return for the last tax year you filed a tax return (if available).
• For students – tuition receipt (T2202A or TL11A).
• For dependent children – receipts for child care and Social Insurance Number (if applicable).
• Secure Certificate of Indian Status (if applicable).
• Canada Revenue Agency letter indicating approval of the Disability Tax Credit (if applicable).
• Letter from physician indicating you have a dependent with a physical or mental infirmity, stating when the impairment began and how long it is to last.
• If you sold your principal residence last year, provide the Settlement Statement prepared by the lawyer showing the details of the sale.

You can view or download the list in a PDF document by clicking the following link:

• Additional Documentation - What to Bring

The District of Muskoka registered with the CRA as a community organization to deliver the Community Volunteer Income Tax Program for eligible residents living in Muskoka. 

As a registered organization, the District dedicates staff resources to support the delivery of the program.  The District also provides resources (such as laptops and printers) and staff to manage volunteers, coordinate training and offer support at tax clinic locations.

Community partners including the Salvation Army and local libraries also support the program through coordinating space to host the clinics and to take inquiries and appointments at these locations.

For more information regarding the Community Volunteer Income Tax Program or information on tax returns please visit the CRA website.

If you have access to a computer and feel comfortable completing your own return, you can visit the CRA website and find a free or pay-what-you-want tax software. Learn more at the following link:

https://www.canada.ca/en/revenue-agency/services/e-services/e-services-individuals/netfile-overview/certified-software-netfile-program.html

Thank you, we have had a great response from interested volunteers and will be reaching out to volunteer applicants shortly. 

This program would not be made possible without the help of our community volunteers.

You don't need to be an accountant to help! A basic understanding of taxes is helpful and volunteers receive training as prepared by the CRA.

Information about this volunteer position is provided below. If you are interested in applying to be a volunteer with our Tax Clinics, please complete and submit the Volunteer Application Form.