Verified Partner Drop Off Form Submission

 FIRST THINGS FIRST… ARE YOU:

  • A client looking to get their own taxes done? No problem, we can help you with that over here

  • A prospective drop off partner who hasn’t been verified yet? Make sure you are verified before submitting any documents to us, or that will cause significant delays in your clients’ taxes being filed. Request verification here

  • A verified and trained CFCS drop off partner needing to submit tax documents on behalf of their client? Great! Keep reading below.

DOWNLOADS

 

E-COURIER SECURITY DEPOSIT BOX

Please submit documents for one client/household at a time and use the template below to title your subject and description.

SUBJECT: Client Last Name, Client First Name - Drop Off

MESSAGE: Your name, email, and phone number. Any additional details about the client if necessary.

ATTACHMENTS: Upload all necessary documents

Be sure to include:

  • Completed drop off form (for all members of household where applicable) with client and drop off partner signatures where needed

  • Signed TIS60 and Authorization form for all members of household needing taxes filed

  • Copies of any slips, receipts for eligible medical expenses (client can get print out from pharmacy), charitable donations, rent, etc

    • We should be able to get any T-slips issued by an employer or the government for a client through RepID

Please see FAQ’s section below for information about the status of your e-Courier request.

 

SUBMITTING DOCUMENTS

You have three options for getting us the drop off form, signed authorization forms, and other supporting documents (ID verification, copies of rent receipts, etc).

Option 1 - e-Courier (recommended)
Instructions above.

Option 2 - Drop Off at our Office
Put your documents in an envelope, and clearly label the outside with your name and write the words “Partner Drop Off” on the outside. Our office is located at 294 Portage Avenue (in the Somerset building across from the Dollarama) on the 5th floor. Suite 500 is in front of you when you step off the elevators, and there is a mail slot and bin to the right of the door that you can put your clearly labelled envelope through.

Option 3 - Mail to the CFCS Office
Address your envelope as follows:
CVITP - Partner Drop Off
516-294 Portage Ave
Winnipeg, MB
R3C 0B9

Once we have received your client’s drop off form and documents, if we need to contact you or your client for more details, we will do so. Otherwise we will complete the taxes within 10 business days of receiving them and mail back the completed tax documents and any original documents (please send copies where possible as we are not responsible for anything lost in the mail) that were sent to us according to the mail directive. Please note that we do not keep a copy of the client documents, and all digital or physical copies are destroyed.

 

FAQ’s

  • The ‘dismissed’ status indicates that we have seen your request and have assigned it to someone to be completed. Dismissing it on our end removes it from our inbox to get out of the way of the other incoming items (it’s like moving it to a done folder).

    There are a few other status indicators as well that you may see including opened, pending, completed, and unopened. Unopened means we have not yet read the message/request. Any of those other statuses means that the request is in process – we’re reviewing it, or waiting to send it to an available volunteer. As mentioned above, dismissed means it has been assigned and we are working on it.

  • 10 business days is our service window to complete requests. We are often much faster than this!

  • Pretty much year round! With the exception of an approximately month long closure at the end of January due to CRA changing over their systems, and a few brief breaks around holidays, this program operates year round.