2018 Community Volunteer Income Tax Clinic Program

For Low-Income Filers

Contact Information
Additional Info https://www.kcr.ca/wp-content/uploads/Publications/VolunteerIncomeTax-Spring2018-1.pdf
Description & Services
Service Details KELOWNA CLINICS  
 
KCR Community Resources (620 Leon Ave) 
PHONE: 250-763-8008 
OPERATING: May 1, 2018 - February 28, 2019 
DATES:  
- Fri - 9:15am - 10:30am  
DETAILS: 
- Appointments given priority but Walk-ins welcome 
- Serving individuals with a simple tax situation that meet the eligibility requirements. 
 
First United Church (721 Bernard Ave) 
PHONE: 250.762.3311 
SERVES: For all 
OPERATING FROM: Mar 1 - Apr 19 (Apr 26 - Pickup only) 
DATES:  
- Thu: 9:30am - 11:30am  
DETAILS:  
- Walk-ins ONLY 
- Does not serve clients that exceed the suggested income 
 
 
Okanagan College Accounting Club (1000 KLO Rd, The Atrium (E Building)) 
EMAIL: ocac.ocbusiness@gmail.com 
SERVES: For all 
OPERATING FROM: Mar 1 - Apr 30 
DATES:  
- Mon/Wed: 11:45am - 1:45pm 
- Tue/Thu: 4:30pm - 6:30pm 
DETAILS:  
- Clinic location is wheelchair accessible 
- Current year returns 
- Serves individuals with income less than $30,000 
- Serves families with income less than $40,000 
- Call for appointment or walk-in during hours listed 
 
 
Seniors Outreach Services Society (Suite 115-2065 Benvoulin Crt)  
PHONE: 250.861.6180 
EMAIL: volunteer@seniorsoutreach.ca 
SERVES: For seniors ONLY: 60 years or older  
OPERATING FROM: Mar 5 - Apr 30 
DATES:  
- Mon: 1:00pm - 4:00pm 
- Wed: 9:00am - 12noon 
DETAILS:  
- Appointment needed 
- Drop-offs welcome 
- No self-employment, bankruptcies or recently deceased 
- Low-income only 
- eFile while you wait or drop off/pick up later 
 
 
Okanagan Regional Library, Kelowna Branch (1380 Ellis St) 
PHONE: 250.762.2800 
SERVES: For all 
OPERATING FROM: Mar 6 - Apr 20 and Apr. 10-24 
DATES:  
- Tue: 5:00pm - 8:00pm 
DETAILS:  
- Walk-ins ONLY 
- Clinic location is wheelchair accessible 
 
 
Okanagan Regional Library, Mission Branch - Capital News Centre (4105 Gordon Dr) 
PHONE: 250.762.2800 
SERVES: For all 
OPERATING FROM: Mar 3, Mar 10, Mar 24 from 12noon - 3:00pm 
DETAILS:  
- Walk-ins ONLY 
- Clinic location is wheelchair accessible 
 
 
WEST KELOWNA CLINIC  
 
Westside Health Network Society, Westbank Lions Community Centre (2466 Main St) 
PHONE: 250.768.3305  
EMAIL: whns@telus.net 
SERVES: For fixed and low income individuals  
OPERATING FROM: Mar 1 - Apr 19  
DATES:  
-Thu: 9:00am - 11:00am 
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  
 
  
RUTLAND CLINICS  
 
Rutland Seniors Centre (765 Dodd Rd) 
PHONE: 250.765.3723 
SERVES: Low income individuals 
OPERATING FROM: Mar 21, Mar 28 (Pick-up ONLY - Apr 4 - 18 on Wed from 10:00am - 12noon) 
HOURS: 10:00am - 12noon 
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 
 
 
The Salvation Army, Community Life Centre (200 Rutland Rd S) 
PHONE: 250.765.3450 
SERVES: For all 
OPERATING FROM: March - April on Tuesdays 
DATES: By appointment only 
DETAILS:  
- By appointment only 
- Current year returns only 
- Does not serve clients that exceed the suggested income 
- Does not serve business clients 
- Wheelchair accessible 
 
 
PEACHLAND CLINIC  
 
Peachland Wellness Centre (4426 5th St) 
PHONE: 250.767.0141 
EMAIL: wellnesscentre@shaw.ca 
SERVES: For all depending on single or family income 
OPERATING FROM: Feb 26 - Apr 30 
HOURS: 1:00pm - 3:00pm 
DETAILS:  
- No appointment necessary 
- 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