2019 Community Volunteer Income Tax Clinic Program

For Low-Income Filers * Seniors

Contact Information
Additional Info https://www.kcr.ca/publications
Description & Services
Service Details KELOWNA CLINICS  
 
KCR Community Resources, 620 Leon Avenue 
Phone: 250.763.8008 
Email: csvolunteer@kcr.ca 
Dates: Ongoing 
Eligibility: All 
Details: 
- By appointment only 
- ONLY 2009-2017 tax years 
 
 
Ki-Low-Na Friendship Society, 442 Leon Avenue 
Phone: 250.763.4905 ext 244 
Email: taxdisability@kfs.bc.ca 
Dates: Ongoing 
Eligibility: All 
Details: 
- 2009-2018 tax years 
- Appointments preferred 
- Focus for those with PWD, CPPD 
- Serves individuals with income less than $30,000 
- Serves families with income less than $50,000 
 
 
First United Church, 721 Bernard Avenue 
Phone: 250.762.3311 
Dates: March 7 - April 25, Thursday 9:00am - 11:00am 
Eligibility: All 
Details: 
- Walk-ins ONLY 
- Does not serve clients that exceed the suggested income 
 
 
Okanagan College Accounting Club, 1000 KLO Road, The Atrium (E Building) 
Email: ocac.ocbusiness@gmail.com 
Eligibility: All 
Dates: March 1 - April 30, Monday 1:00pm - 3:00pm / Tuesday 11:30am - 1:30pm / Wednesday & Thursday 4:00pm - 6:00pm 
Details: 
- Clients must bring: Government issued picture ID, Social Insurance Number & T-slips 
- Current year returns 
- Serves individuals with income less than $30,000 
- Serves families with income less than $40,000 
- Clinic location is wheelchair accessible 
 
 
Seniors Outreach Services Society, #115 - 2065 Benvoulin Court 
Phone: 250.861.6180 
Email: volunteer@seniorsoutreach.ca 
Eligibility: Seniors aged 60 or older 
Dates: March 1 - April 29, Monday 1:00pm - 4:00pm / Thursday 1:00pm - 4:00pm 
Details: 
- Drop-offs ONLY 
- Low-income only 
- No self-employment, capital gains/losses, employment expenses, business/rental expenses, bankruptcies or recently deceased 
 
 
RUTLAND CLINIC 
 
Rutland Seniors Centre, 765 Dodd Road 
Phone: 250.765.3723 
Eligibility: Low-income individuals 
Dates: April 3-24, Wednesday 10:00am - 12:00 noon 
Pick-Up Only: Wednesday, May 1, 10:00am - 12:00 noon 
Details: 
- Drop off (leave and pick it up later) 
- Current year returns only 
- For low-income individuals, less than $32,000 net income with less than $1000 of investment income 
- Clinic location is wheelchair accessible 
 
 
WEST KELOWNA CLINIC 
 
Westside Health Network Society, Westbank Lions Community Centre, 2466 Main Street 
Phone: 250.768.3305 
Email: whns@telus.net 
Eligibility: For low-income seniors, age 65 and up 
Dates: February 28-April 18, Thursday 1:00pm - 3:00pm 
Pick-Up Only: Thursday, April 25, 1:00pm - 3:00pm 
Details: 
- Drop off (leave and pick it up later) 
- Current year returns only 
- Walk-ins are welcome 
- Clinic location is wheelchair accessible 
- For seniors who do not exceed the suggested income 
- Interest income must be less than $1,000 
 
 
LAKE COUNTRY CLINIC 
 
Lake Country District Office, Winfield Room, 10150 Bottom Wood Lake Road 
Phone: 250.766.5650 
Eligibility: All 
Dates: March 4-April 1, Monday 10:00am - 12:00 noon 
Details: 
- Drop off (leave and pick it up later) 
- Does not serve clients that exceed the suggested income: $30,000 for single/$40,000 for a couple 
 
 
PEACHLAND CLINIC  
 
Peachland Wellness Centre, 4426 5th Street 
Phone: 250.767.0141 
Email: wellnesscentre@shaw.ca 
Eligibility: All 
Dates: March 4-April 29, Monday 1:00pm - 3:00pm 
Details: 
- No appointment necessary 
- 1 year prior and current year returns  
- Does not serve clients that exceed the suggested income 
- Clinic location is wheelchair accessible 
- Call for holiday hours 
 
 
ELIGIBILITY CRITERIA FROM THE CANADA REVENUE AGENCY WEBSITE: 
 
These suggested maximum income levels should serve as a guideline only. See the listings above for additional details. 
 
Community organizations have the flexibility to adjust or set eligibility criteria for tax filers based on the local economic environment, the population they serve, and their own capacity. 
 
In general, your tax situation is simple if you have no income or if your income comes from these sources: 
- employment 
- pension 
- benefits such as CPP, disability, CCB, EI, social assistance 
- RRSP 
- support payments 
- scholarships, fellowships, bursaries or grants 
- interest (under $1,000) 
 
Your tax situation is not simple if you:  
- are self-employed or have employment expenses 
- have businesses or rental income and expenses 
- have capital gains or losses 
- file for bankruptcy 
- are completing a tax return for a deceased person 
 
 
Suggested Income Level  
 
TAXPAYER STATUS/FAMILY INCOME:  
- Single person/up to $30,000 
- Couple/up to $40,000 (add $2,500 for each dependent) 
- One adult with one child/up to $35,000 (add $2,500 for each additional dependent) 
 
 
DOCUMENTS TO BRING: 
- 2017 Tax Slips 
- Tax Forms 
- Copy of last year's Income Tax Return 
- 2017 Tax Assessment 
- Receipts
Location
Located In Community Central Okanagan
Other Details
Accessibility Fully Accessible ; Partially Accessible ; Not Accessible