Eligibility

 

Clinic Policy

 

Clinic Information

 

CRA Information

 

This is our seventh year of UBC TACS with support from CGABC, Deloitte, CMABC, and more. Our sponsors from 2007 - 2008 are CGA, KPMG, International House, Deloitte, BDO and PwC.


Our Goals

The goal of this program is to assist students, including international students, and low-income individuals in preparing their tax returns.

 

Our Volunteers

All student volunteers are required to undergo training from the Canada Revenue Agency (CRA). They will be happy to go over your returns with you and answer any questions that you may have.

 

We can help

To receive free confidential assistance with your taxes, please bring all tax documents for your 2007 tax return. Tax returns are due April 30, 2008.

 



 

Eligibility

To be eligible for this service, you must be one of the following:

i) An individual with a net income of $20,000 or less
ii) A married or common law couple with a combined net income of $25,000 or less
iii) A single parent with 1 child and an income of $25,000 or less (with an extra $2000 for each additional child, up to a maximum net income of $30,000)

 

You will NOT be eligible for this service if any of the following apply to you:
  • Bankruptcy
  • Capital gains/losses
  • Employment expenses
  • Self-employed income
  • Business income
  • Rental income
  • Foreign income
  • Exchange Students staying in Canada for less than 1 year
  • Visiting individuals


Clinic Policy

* Late Policy: If a client is late 10 minutes, the client loses his/her privileges of having made an appointment.



Clinic Information

When are the clinics, and how do I get help with my taxes?

The clinic will be held from March 5 to April 2, 2008. All appointments are held at International House (map). To receive confidential assistance with your taxes, please register and make an appointment.


Please note solely registering does not guarantee an appointment. You MUST sign up for a spot in order to have an appointment. If there are no spots currently available, please continue to check back for empty spots. It is your responsibility to bring all your tax documents (see below) for your 2007 tax return. Tax returns are due April 30, 2008. Click here for some information about other free local clinics.


What should I bring?

  1. Social Insurance Number
  2. Form T4 (Statement of Remuneration); Form T4A (taxable scholarship) SAMPLE
  3. T2202A (Tuition and Education Amounts Certificate)
  4. Form T3 (Charitable Donations)
  5. Form T5 (Statement of Investment Income) SAMPLE
  6. Notice of Assessment 2005
 

Where can I get my T4? T4A? T2202A?
  • If you have not received your T4, you should contact your employer. If you are a TA or an RA, you can contact your graduate secretary
  • If you have not received your T4A, you can contact Brock Hall
  • Your T2202A can be downloaded from the Student Service Centre

International students will need to apply for an individual tax number (ITN) by filling out form T1261 which can be downloaded online at www.cra-arc.gc.ca or can be picked up at the clinic.



CRA Information

What if you are missing information?

If you have to file a return, file it on time even if some slips or receipts are missing. If you know that you will not be able to get a slip by the due date, attach a note to your return stating the payer's name and address, the type of income involved, and what you are doing to get the slip. To calculate the income to report, and any related deductions and credits you can claim, use any cheque stubs you may have and attach them to your return. To get a missing slip or receipt, contact the person who should have sent it to you. For example, if you are missing a T4B slip, contact your employer.


When can you expect your refund?

We usually process paper returns in four to six weeks. We can process most returns filed electronically in as little as eight business days.


Eligible tuition fees

You can claim only the fees paid for courses you took in the year. More than $100 for the year must have been paid to each educational institution whose fees you claim.


Eligible tuition fees include:

  • Admission fees
  • Charges for the use of library or laboratory facilities
  • Examination fees
  • Application fees (but only if the student later attends the institution)
  • Charges for a certificate, diploma, or degree
  • Mandatory computer service fee
  • Academic fees
  • The cost of any books that are included in the total fees for a correspondence course
  • Fees such as athletic and health services fees, paid to a university, college, or other educational institution in addition to your tuition for post-secondary courses, when such fees are required to be paid by all students. If not all students are required to pay them, then amounts eligible are limited to $250.


You cannot claim the following as tuition fees:

  • Students' association fees
  • Medical care
  • Transportation (except transit passes) and parking
  • Meals and lodging
  • Goods of lasting value that you will keep, such as a computer, microscope, uniform, or an academic gown
  • Initiation or entrance fees to a professional organization
  • cost of books (other than books that are included in the total fees for a correspondence course)

Source: http://www.cra.gc.ca/E/pub/tg/p105/p105-e.html



General Enquiries

CRA: 1-800-959-8281
Weekdays 8:15am - 10:00pm
Weekends 9:00am - 1:00pm

International Tax Office number: 1-800- 267-5177
Mon-Thur 8:15am - 9:00pm EST
Fri 8:15am - 5:00pm


For a detailed list of directories, please visit: http://www.cra-arc.gc.ca/contact/phone-e.html.