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Free and Confidential Income Tax Clinics

United Way Simcoe Muskoka offers this vital, free tax preparation service to individuals and families, seniors and persons with disabilities with low incomes in partnership with the Canada Revenue Agency Community Volunteer Income Tax Program (CVITP).

Individuals should file a tax return to continue receiving government benefits – (this includes Trillium benefits, Child Tax Benefits, etc.) We all understand that tax season can be difficult – and tax preparation fees can be prohibitive to many. Some folks and families miss out on important tax-free income, simply because they don’t, or can’t, file an annual tax return.

Do you know someone in Essa Township or New Tecumseth who needs help with their income taxes? Please share this information with them.

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Am I Eligible

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

  1. Be a resident of Essa Township or New Tecumseth
  2. Your total family income cannot exceed the income noted per family size in the chart below:
Family size Total family income
1 person $35,000
2 persons $45,000
3 persons $47,500
4 persons $50,000
5 persons $52,500
More than 5 persons $52,500 plus $2,500 for each additional person

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
Tax Clinic Locations

New Tecumseth Public Library – 17 Victoria St E, Alliston, ON L9R 1V6

Essa Public Library – 8505 County Rd 10 Unit 1, Angus, ON L0M 1B1

Register for an appointment

To register for an appointment contact us at taxclinic@uwsimcoemuskoka.ca or call 1-866-496-6805

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.