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 Situations:

• Self-employment or employment expenses
• Business or rental income and expenses
• Capital gains or losses
• Filed for bankruptcy
• Completing a tax return for a deceased person

What Documents Do I Need to Have Prepared for My Appointment?

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.

Why Should I File My Taxes?

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!

How Do I Register?

1. Come into the library in person and register at the Circulation Desk
2. Call the library directly at 705-789-5232

Safety and Security

If you are ever uncomfortable during a phone call, ask to reschedule your appointment and call the Library or District for more information. The caller should respect this and reschedule your appointment without pressure. Below are some helpful tips to keep you safe. Never be afraid to say no.

1. Canada Anti-Fraud Centre 
2. Canada Revenue Agency Slam the Scam Information
3. What to expect when the Canada Revenue Agency contacts you
4. Don't get scammed!