Montreal Lake Free Tax Clinic

Eligibility

Will complete current and prior year's returns.

Individuals must have a modest income and a simple tax situation and reside within the local community.

The following information provides a guideline to determine what is considered a modest income. In general, a modest income means the total family income is less than the amount shown in the chart below, based on the size of the family.

Family Size / Total Family Income:

-1 person / $35,000
-2 people / $45,000
-3 people / $47,500
-4 people / $50,000
-5 people / $52,500
5+ people / $52,500, plus $2,500 for each additional person.

(Family Size includes an individual, or a couple, and their dependents).

In general, a tax situation is simple if an individual has no income or if their income comes from the following sources:

-Employment
-Pension
-Benefits, such as the Canada Pension Plan, Old Age Security, disability insurance, employment insurance, and social assistance
-Registered Retirement Savings Plans (RRSPs)
-Scholarships, fellowships, bursaries, or grants
-Interest (under $1,000)

Visit the website for further details.

Volunteers do not prepare complex returns, such as returns with the following: self-employment income or employment taxes; business income and expenses; rental income and expenses; interest over $1,000, capital gains or losses; bankruptcy in the last year (or the year before, if that return has not been filed); deceased person; foreign property; foreign income. Some exceptions apply – visit the website for details.

Documents Required

Tax slips and receipts. If you are missing a tax slip, you may be able to get a copy online - click here for further information.

Note for Newcomers: if you are a first-time filer, specifically a newcomer, also make sure to bring your Confirmation of SIN Letter from Service Canada.

Fees

None