UFILE Tax Filing Quiz

What is one method to verify a client's identity?

• Ask for their social media profile

• Check their government-issued ID

• Request a utility bill

• Ask for a reference letter

What form is used to obtain consent to file electronically?

• TIS60

• TIS40

• TIS80

• TIS20

What are the two most common slips for students when filing income tax returns?

• T2202 and T4A

• T1 and T2

• T3 and T5

• T4 and T5

What is the next step after selecting T4A - Pension, retirement, annuity, and other income?

• Click the + sign next to the highlighted row

• Click the Next button

• Click the Edit button

• Click the Delete button

Which option should a full-time student select when entering T4A information?

• Scholarships, bursaries, fellowship

• Part-time program scholarships

• Pension income

• Annuity income

What should you do if your client has questions you cannot answer?

• Refer them to the CVITP Quick Tips link.

• Guess the answers to their questions.

• Ignore their questions.

• Tell them to contact the CRA directly.

How can you protect your privacy when working with clients?

• Create a separate email account and block your number.

• Use your personal email and phone number.

• Share your home address for correspondence.

• Meet clients in person only.

What is the primary purpose of a T2202 slip?

• To apply for student loans

• To declare investment income

• To claim tuition and education credits

• To report employment income

When is the deadline to finish the returns?

• April 30th

• April 15th

• April 25th

• April 18th

Why is it required to fill the log sheet?

• Track the returns

• To get the CRA Tax Volunteer Certificate

• Not mandatory

• To submit it to client