Volunteer Tax Program

2026 Tax Clinic is open from March 4 to April 29.

We offer a volunteer-based tax preparation program for LOW INCOME seniors with SIMPLE returns ONLY.

We are NOT tax specialists or accountants and cannot answer your detailed tax questions. Those must be referred to the Canada Revenue Agency.

Tax Eligibility Questions:

  • MUST be 60+ years of age or 55+ with disability.
  • MUST have income under $40,000/yr for singles or $55,000/yr for couples.
  • MUST come into the office to drop off and pick up your tax forms. Couples MUST come in together at drop off.
  • New participants MUST visit our office to complete forms and verify their identity.

Tax forms:

This year, we encourage seniors to download the tax forms to be filled out at home and dropped off during our scheduled hours.

Starting March 4, 2026, volunteers who process tax returns will be available on:

  • Wednesdays (March 4 – April 29) | 10:00 AM – 2:00 PM at 155 Asher Road, Rutland.  

Community Volunteer Income Tax Program Authorization Form

EXCLUSIONS: We cannot do returns for the following:

Our volunteers can only prepare simple tax returns. We cannot do returns for the following:

  • Any self-employment income
  • Interest and/or investment income greater than $1,200
  • Capital gains or losses: on dispositions of shares, stocks, assets
  • Business and/or rental income and expenses
  • Ownership of foreign property
  • Sale of home in the last 12 months
  • Any employment expenses
  • Deceased persons or spouses
  • Foreign pensions
  • Bankruptcy files
  • Total income above $40,000 for single people
  • Total income above $55,000 for couples

More Programs and Services

Two smiling seniors enjoying the Senior Centre Without Walls Programing

Seniors Activity Centre

Seniors 55+ years in Kelowna and the region are invited to participate in our friendly social recreation programs at the Seniors Centre at 1353 Richter Street. Seniors Activity Centre for the Active Ager.

Two seniors enjoying their morning thanks to companion housing

Better at Home

Better at Home provides community-based services from volunteers, contractors and our local non-profit organization. Better at Home supports the non-medical needs of older adults in Kelowna, West Kelowna, and Lake Country.
Linked together

Community Connector

Community Connector helps seniors improve their health and well-being by participating in meaningful activities and being connected to community services.