Tax Detectives: Wiikwemkoong CVITP. Presented by: Jocelyn Bebamikawe & Janine Pitawanakwat

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1 Tax Detectives: Wiikwemkoong CVITP Presented by: Jocelyn Bebamikawe & Janine Pitawanakwat

2 Wiikwemkoong Unceded Territory Sponsoring Agency Table of Contents How we started Yearly Tax Filing Statistics Current Year Survey Results Challenges & Successes First Nation Tax Related Questions

3 Wiikwemkoong Unceded Territory

4 Sponsoring Agency The Vision of Enaadmaagehjik is: Encouraging self sufficiency to improve the quality of life of Wiikwemkoong Anishnabek in accordance with Anishinaabe Bimaadziwin."

5 Volunteer program started in 2014 with 2 volunteers Original goal was to teach individuals how to file their own income tax returns How we started Recognizing that not everyone would have the comfort level needed to file their own return (either through paper returns or online) We expanded our goal to include assisting in filing yearly income tax returns We don t look at a clients income when assisting clients filing their income taxes.

6 Yearly Statistics As of April As of May, As of May, As of May, Total As of Sept. 27, Total ,417

7 Community Name Income Tax Clinic 2018 (2017 Claims) Returns due to Income Tax Clinic March - April 2017 Location: Tax Clinic Tracking Sheet Participant Number Date Direct Previous Deposit? Years 2017 (x) Refund (Line 484) (x) - WITB (Line 453) GST/HST (Total) Trillium (Total) Canada Child Benefit (Total)

8 2017 Benefits to community members Refund (Line 484) WITB (Line 453) GST/HST (Total) Trillium (Total) Canada Child Benefit (Total) 55, , , , ,477, TOTAL BENEFITS: $ 2,322,359.09

9 Tax Clinic Participate Satisfaction Survey Total Responses: 332 Complete Responses: 332 Date Created: Tuesday, April 17, 2018

10 Q2:Gender Answered: 314 Skipped: 18

11 Q4: How did you hear about the Tax Clinic? (Please check all that apply) Answered: 318 Skipped: 14

12 Q5: How satisfied were you with the services you received today? Answered: 323 Skipped: 9

13 Q6: Were you happy with the hours of the Tax Clinic Answered: 332 Skipped: 0

14 Q7: Were you happy with the location of the Tax Clinic? Answered: 332 Skipped: 0

15 Q8: What services would help you access the Tax Clinic? Answered: 192 Skipped: 140

16 Q9: Will you get a refund or receive a government benefit by filing your taxes (ex. Child Benefit)? Answered: 327 Skipped: 5

17 Q10: Will you come by next year? Answered: 331 Skipped: 1

18 Lack of ID (status card, drivers license, health card) Clients not understanding what they are being informed of. Clients not understanding tax slips Challenges Community Level Late filers Long line-ups at tax clinics Space Confusion around change in marital status and the potential effects can have on benefits (CCB, Trillium, GST/HST) Some areas in our community don t have access to the internet

19 Challenges: Lengthy wait times (ie. T1 Adjustment). Challenges Canada Revenue Agency Communication after documentation is submitted The wording in correspondence is confusing (ie. OTB) Clients not understand their Notice of Assessment (what does it mean and why its important)

20 Increased number of volunteers Volunteers who speak the language Successes The program has increased the number of: community members using the service; those aware of the service and those recommending the service. Support from local organizations Assisting clients to: file back years; dealing with clients being reassessed by the CRA; completing T1 adjustment forms; and writing letters to CRA for tax related issues (i.e. debt relief, requesting tax slips, pension amounts on-reserve)

21 Community members are accessing government benefits Successes Community members becoming more aware of our services (WDC LDM) and starting to access these services. Partnering with our Energy Planner to assist clients apply for the OESP program for a energy rebate.

22 CVITP Coordinators are very supportive and responsive At a Glance CVITP Program Registering to be a volunteer is a two step process There are multiple ways community members can volunteer Ease of the Ufile Software and online training and yearly CVITP hotline Note able to assist with final returns, those with selfemployment income or bankruptcy.

23 First Nation Tax Related Questions

24 The Ontario Trillium Benefit eligibility: rent or property tax for your principal residence in Ontario was paid by or for you for 2017; Ontario Trillium Benefit accommodation costs for living in a public or non-profit long-term care home in Ontario were paid by or for you for 2017; home energy costs (for example, electricity, heat) for your principal residence on a reserve in Ontario were paid by or for you for 2017; or you lived in a designated university, college, or private school residence in Ontario in 2017.

25 Does not include: All-inclusive rent/low-income housing Long-term care facilities (nursing homes) on-reserve Ontario Trillium Benefit How we have assisted clients in our community: Work with our Rental Property Management to provide letters verifying a portion/percent of their rent goes towards energy costs. No answer as to how to assist clients living in long-term care facilities on-reserve

26 Pension Income: T4A (P) Pension Income Income earned on-reserve claimed as income in box 16 on T4A(P) Tax slips. How we have assisted clients in our community: Assisting clients providing documentation to the CRA and helping the client submit T1Adjustments to correct forms.

27 T4RIF s Individuals are purchasing RRSP s, which turn into RIF s and LIF s Individuals paying taxes on income earned on-reserve. T4RIF S Pension Income: No box on a T4RIF to verify/report income earned onreserve. How we have assisted clients in our community: Assisting clients provide documentation to the CRA and helping the client submit T1Adjustments.

28 How are we providing information to community members ready retire? Questions How are we providing the right type of investment information to community members for when they retire? How are we working with our local secondary schools to teach students to file their own income tax returns and why its important?

29 How do we see ourselves moving forward? As we build confidence in financial literacy in our community, we hope that we can teach community members how to file their own income tax returns

30 Wikwemikong Development Commission o/a Enaadmaagehjik Wii-ni n guch-tood LMS 2102 Wikwemikong Way, Wikwemikong, ON, P0P2J0 MIIGETCH Tel: (705) Fax: (705) jbebamikaweldm@wikydevcom.ca jpitawanakwat@wikydevcom.ca

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