Income Tax Preparation

Effective Monday, March 16, Sage will be open for social work and health services appointments only.

Services, including our Income Tax Clinic, have been suspended in order to support social distancing measures for at risk populations (seniors) during a pandemic (COVID-19/Coronavirus).

As of March 18, 2020, the Federal Government has announced that Canadians will have until June 1, 2020 to file their tax returns. The deadline to pay off any outstanding balances interest-free will be extended to August 31, 2020. This means, if you have to pay a balance, or you have a balance outstanding between now and August 31, 2020, you will not have to pay it until after September 1, 2020, and no interest will accumulate during this time. Any federal benefits you are currently receiving will not be interrupted. For more information, click here

Please check back for updates. 

“Very friendly and helpful, good at answering questions. I will be back next year for sure.”

During March and April each year, 25 volunteers prepare over 2,250 income tax returns for low-income seniors. This program, in partnership with the Community Volunteer Income Tax Program of the Canada Revenue Agency, ensures that seniors continue to access the financial assistance for which they are eligible.

Eligibility requirements for accessing tax preparation services are: annual income of less than $35,000 for singles or $45,000 for a couple; no income from rental property, farming or self-employment; no capital gains (except as reported on a T3 or T5).

This service is by appointment only. Call 780-423-5510 ext. 336 beginning February 12, 2020 or visit Sage to make an appointment through the 3rd floor receptionists. When making an appointment, please indicate how many years of income tax returns you need completed, and whether it is for just you, or your spouse also.

What to bring when you come:

  • Your 2018 tax return and assessment notice, if possible.
  • All your information slips (T3, T4, T5, and information about any other income not included on a “T” slip).
  • Receipts for medical expenses (a printout for the year from your pharmacist is ideal for prescription expenses).
  • Receipts for charitable donations.
  • If you have mobility issues, we have a volunteer who can come to you. Please call 780-423-5510 and let the receptionist know that you have difficulty getting out, and need someone to come to your home for income tax preparation. We will call you back to arrange a time for our volunteer to come.

For more information on volunteering for the Income Tax program, click here.

To learn more about why we offer income tax preparation for low-income seniors, click here.

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