[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"detail-sidebar-cat-1-en-105":3,"doc-seo-302965-105":53,"doc-detail-302965-en":126},{"code":4,"msg":5,"data":6},0,"success",[7,14,19,24,29,34,39,44,49],{"id":8,"doc_module":9,"doc_module_name":10,"category_name":11,"show_sort_weight":12,"slug":13},11,1,"Template","Presentations",90,"presentations",{"id":15,"doc_module":9,"doc_module_name":10,"category_name":16,"show_sort_weight":17,"slug":18},12,"Resumes",80,"resumes",{"id":20,"doc_module":9,"doc_module_name":10,"category_name":21,"show_sort_weight":22,"slug":23},14,"Invoices",70,"invoices",{"id":25,"doc_module":9,"doc_module_name":10,"category_name":26,"show_sort_weight":27,"slug":28},15,"Posters",60,"posters",{"id":30,"doc_module":9,"doc_module_name":10,"category_name":31,"show_sort_weight":32,"slug":33},16,"Social Media",50,"social-media",{"id":35,"doc_module":9,"doc_module_name":10,"category_name":36,"show_sort_weight":37,"slug":38},17,"Forms",40,"forms",{"id":40,"doc_module":9,"doc_module_name":10,"category_name":41,"show_sort_weight":42,"slug":43},18,"Letters",30,"letters",{"id":45,"doc_module":9,"doc_module_name":10,"category_name":46,"show_sort_weight":47,"slug":48},21,"Paper Templates",5,"papers-templates",{"id":50,"doc_module":9,"doc_module_name":10,"category_name":51,"show_sort_weight":4,"slug":52},158,"General","general-158",{"code":4,"msg":54,"data":55},"ok",{"site_id":56,"language":57,"slug":58,"title":59,"keywords":60,"description":61,"schema_data":62,"social_meta":119,"head_meta":121,"extra_data":123,"updated_unix":125},105,"en","virtual-self-file-model-overview-service-model-for-remote-tax-preparation","Virtual Self-File model overview - service model for remote tax preparation","","Virtual Self-File is a remote tax preparation service model designed to help low-income people complete personal income tax returns using their own device while receiving guided support. Clients complete intake screening and a computer-skills eligibility check, then attend 1:1 sessions with a tax expert who helps anticipate software barriers, verifies accuracy before filing, and answers questions through video or phone. A follow-up email provides step-by-step TurboTax links and instructions, enabling clients to create accounts, auto-fill CRA data, and submit returns via NetFile with recorded confirmation.",{"@graph":63,"@context":118},[64,80,101],{"@type":65,"itemListElement":66},"BreadcrumbList",[67,71,74,77],{"item":68,"name":69,"@type":70,"position":9},"https://docshare.wps.com","Home","ListItem",{"item":72,"name":10,"@type":70,"position":73},"https://docshare.wps.com/template/",2,{"item":75,"name":51,"@type":70,"position":76},"https://docshare.wps.com/template/general/",3,{"item":78,"name":59,"@type":70,"position":79},"https://docshare.wps.com/template/virtual-self-file-model-overview-service-model-for-remote-tax-preparation/302965/",4,{"url":78,"name":59,"@type":81,"image":82,"author":87,"headline":59,"publisher":90,"fileFormat":93,"inLanguage":57,"description":61,"dateModified":94,"datePublished":95,"encodingFormat":93,"isAccessibleForFree":96,"interactionStatistic":97},"DigitalDocument",{"url":83,"@type":84,"width":85,"height":86},"https://docshare.wps.com/thumbnails/virtual-self-file-model-overview-service-model-for-remote-tax-preparation/302965.png","ImageObject",442,249,{"name":88,"@type":89},"8796093062539","Person",{"url":68,"name":91,"@type":92},"DocShare","Organization","application/pdf","2026-09-22","2026-09-19",true,{"@type":98,"interactionType":99,"userInteractionCount":73},"InteractionCounter",{"@type":100},"ViewAction",{"@type":102,"mainEntity":103},"FAQPage",[104,110,114],{"name":105,"@type":106,"acceptedAnswer":107},"How does the Virtual Self-File model work for clients?","Question",{"text":108,"@type":109},"Clients use their own device to enter tax information and go through eligibility and intake before receiving instructions to create a free TurboTax account. A tax expert supports them as needed, checks the return for accuracy, and answers questions before filing.","Answer",{"name":111,"@type":106,"acceptedAnswer":112},"What screening criteria determine eligibility?",{"text":113,"@type":109},"Agency staff assess eligibility using three criteria: computer skills, having a simple tax situation, and interest in virtual self-filing. Clients must answer yes to at least 2 of 4 computer screening questions and complete the initial appointment.",{"name":115,"@type":106,"acceptedAnswer":116},"What clients are not eligible for this service model?",{"text":117,"@type":109},"This service model is not available to clients whose Social Insurance Number starts with the digit “9”.","https://schema.org",{"og:url":78,"og:type":120,"og:title":59,"og:site_name":91,"og:description":61},"article",{"robots":122,"canonical":78},"index,follow",{"doc_id":124,"site_id":56},302965,1790044933,{"code":4,"msg":5,"data":127},{"doc_id":124,"user_id":128,"nickname":88,"user_avatar":60,"doc_module":9,"category_id":50,"category_name":51,"doc_title":59,"doc_description":61,"doc_content":129,"file_id":130,"file_url":131,"file_type":132,"file_size":133,"view_count":73,"is_deleted":4,"is_public":9,"is_downloadable":9,"audit_status":9,"page_count":9,"language":134,"language_code":57,"site_id":56,"html_lang":57,"table_of_contents":135,"faqs":136,"seo_title":137,"seo_description":61,"update_tm":138,"read_time":4},8796093062539,"Many frontline community organizations provide free tax preparation services to people living on low incomes across Canada using a variety of methods. However, when COVID-19 struck, a large majority of agencies oﬀering free tax-ﬁling supports were forced to close their doors and halt in-person services.  \nNon-proﬁt organizations, EBO (Ottawa) and WoodGreen Community Services (Toronto) with a long-standing history of delivering tax-ﬁling supports needed to explore alternative models that catered to the diﬀerent needs of their clientele. They wanted to know... How might we remotely support clients with simple tax situations to gain the conﬁdence and skills needed to ﬁle their personal income taxes on their own? Prosper Canada and Intuit Financial Freedom Foundation partnered with EBO and WoodGreen, in order to answer this design question.  \nVirtual Self-File model overview  \nThis method of service requires the client to use their own device to complete their tax return. They will beinputting all the information themselves. The client will call reception or hotline, go through the eligibility and intake form, then be set up with instructions on creating a free TurboTax account and videos on how to get their return started. The coach will support the Tax Filer as needed and will verify that the return is accurate before ﬁling.  \nCommunication may occur either through video conference or over the phone, depending on the client’spreference and available devices. The client will be able to ask any questions or voice any concerns throughout the process and will have a volunteer on the phone or on video chat with them during the 1:1 sessions. Depending on the agency’s capacity, Tax Filers may be asked to book an appointment to talkto the Tax Expert  \nor connect with the Tax Expert directly by dialling the helpline number at any time (virtual drop-in).  \nThis method of service will not require an ID check asthe volunteer will not actually be completing the tax return for the client.  \nNOTE: This service model is not available to client’s who have a Social Insurance Number starting with a “9”.  \nPRE-SESSION IN-SESSION IN BETWEEN SESSIONS ... IN-SESSION POST-SESSION  \n|  |\n| --- |\n|  |\n|  |\n|  |\n\nPre-tax preparation  \n 1 Intake/screening: The individual calls the agency to inquire about tax ﬁling. Agency staﬀ (reception) assesses the individual’s eligibility for the virtual self-ﬁle model based on three criteria:  \nA. computer skills  \nB. simple tax situation  \nC. their interest in virtual self-ﬁling.  \n2  \nInterested ﬁlers are required to answer yes to at least 2 of the 4 computer screening questions:  \nA. are you comfortable with computers?  \nB. do you shop online?  \nC. do you bank online?  \nD. do you have My Account with CRA?  \nThe client is then given an appointment to meet with a tax volunteer for their ﬁrst appointment.  \n1st session  \n 1  The Tax Expert determines the best course of action for the Tax Filer, and anticipates barriers or challenges the ﬁler might face navigating the tax software.  \n 2 Tax Expert makes sure Tax Filer has access to required  \ninformation and documents and assesses Tax Filer’s situation in order to guide them eﬀectively through the software afterwards.  \nFollow-up email  \n 1 Shortly after the ﬁrst appointment an email is sent to the Tax Filer to provide them with the link to the special TurboTax online software and with a personalized step-by-step approach to using the software for their speciﬁc tax situation.  \nTax Filer independently creates/retrieves account on online tax preparation software. Tax Filer then proceeds to prepare taxes in software.  \nTax Filer may access CRA My Account to Auto-Fill my Return data for the tax year in question.  \n2nd appointment  \n 1  On the date of the second appointment, Tax Filers are expected to have ﬁlled as much of the tax form online as possible following the Tax Expert’s instructions sent by email. Tax Expert reviews return to ensure beneﬁts/credits have been app","cbCaipth19wIz0dq","https://ap.wps.com/l/cbCaipth19wIz0dq","pdf",1518507,"English","# Service Overview\n## Remote Client Workflow\n## Communication Channels and Support\n## Eligibility and Exclusion Rule\n# Pre-Session Steps\n## Intake/Self-Screening Checklist\n# 1st Session\n## Tax Expert Assessment and Barriers\n# Follow-up Email and Independent Filing\n## TurboTax Account Setup and Step-by-Step Guide\n# 2nd Appointment\n## Review, Error Checks, and NetFile Submission\n## Feedback and Continuous Improvement","[{\"question\":\"How does the Virtual Self-File model work for clients?\",\"answer\":\"Clients use their own device to enter tax information and go through eligibility and intake before receiving instructions to create a free TurboTax account. A tax expert supports them as needed, checks the return for accuracy, and answers questions before filing.\"},{\"question\":\"What screening criteria determine eligibility?\",\"answer\":\"Agency staff assess eligibility using three criteria: computer skills, having a simple tax situation, and interest in virtual self-filing. Clients must answer yes to at least 2 of 4 computer screening questions and complete the initial appointment.\"},{\"question\":\"What clients are not eligible for this service model?\",\"answer\":\"This service model is not available to clients whose Social Insurance Number starts with the digit “9”.\"}]","Virtual Self-File model overview - service model for remote tax preparation | PDF",1789799061]