Issue #34: Tax Filing for Seniors
Many seniors do not file their taxes due to accessibility barriers such as the form being too confusing, not being able to afford or travel to an accountant, or lack of knowledge about the importance of filing taxes. This behaviour excludes them from needed programs and benefits.
Recommendation #113: Pilot Program for Automatic Tax Filing for Seniors
Create and fund a pilot program for automatic tax filing for seniors. Explore with stakeholders whether an opt-in or opt-out is preferable.
Recommendation #114: Embed Prompts in Tax Software for Seniors and Caregivers
Work with tax preparation and tax software providers to embed easy-to-understand questions and prompts to ensure that seniors and caregivers are able to benefit from maximum tax relief and qualify for needed programs.
The following resources from the Government of Canada and Financial Consumer Agency of Canada are
Starting June 30th, your bank will be sending you alerts via email, text or mobile
On Feb 28th, we presented to the federal government’s Standing Senate Committee on Social Affairs,