PERSONAL TAX

6 Personal Tax Fundamentals Courses to Guide You Through T1 Tax Preparation

Recommended Tax Training Path

Ideal for those wishing to start a career in tax preparation or for CPA's looking for CPD hours in personal & corporate tax

Phase 1 - Personal Tax Fundamentals

Your first step is to develop your understanding of personal tax rules so you can prepare and file Personal T1 returns. 

1 - Foundations
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Your journey starts here. This course assumes little or no knowledge and is an in-depth foundations course (updated annually at no extra charge once you purchase)

20 Hour Course - All verifiable CPD hours

2 - Real World Scenarios
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Start practicing using Professional tax software on actual returns. It's like working in a small tax practice - Starts from simple returns and builds in complexity. New cases and examples added annually

15 Hour Course - All verifiable CPD hours

Phase 2 - Personal Tax Practice

Start expanding your skills and knowledge. If you are looking to start a career in tax preparation, these courses will provide you with critical tax practice information with additional training and examples in Personal Tax matters.

4 - Dig Deeper
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Go more in-depth on critical personal tax topics. Fundamentals courses cannot cover everything in the details necessary to run a tax practice. This course examines a number of tax topics in greater detail so that you are more informed on typical client situations.

14 Hour Course - All verifiable CPD hours

3 - Tax Practice Essentials
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If you are planning to prepare tax returns for clients for a fee or planning to work in public practice, this course focuses on the process of efficient & accurate T1 preparation and what you can expect to see in the real world with actual clients.

15 Hour Course - All verifiable CPD hours

Phase 3 - Final/Terminal Tax Returns & Review

Your knowledge-base grows as you learn what is involved in preparing tax and trust returns for clients who have passed away. Then, you can finish off with a great, fast-paced refresher on personal tax developed for CPA's

5 - Deceased Taxpayers
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If you are starting a tax practice, then you will need to have the necessary skills and knowledge to prepare Terminal (Final) tax returns for deceased clients (and their estates). This course covers both the Final T1 tax return and T3 Estate Returns

6 Hour Course - All verifiable CPD hours

6 - Refresher
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If you are looking for a good, fast paced refresher on personal tax, then you can take this course. Highly rated by other CPA's on various CPD platforms, this course takes you through personal tax return in a "bootcamp" style oflearning experience.

8 Hour Course - All verifiable CPD hours

Phase 4 - GST/HST Returns & Filing

If you plan to prepare tax returns for clients, then you will also be asked to file their related GST/HST returns. This course provides you with the foundations and training necessary. Essential for both personal & corporate tax practice

7 - GST/HST is Essential
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You cannot be in tax practice without having a solid grasp of the GST/HST as it applies to businesses (both personal and corporate) and non-residential rental properties.

10 Hour Course - All verifiable CPD hours

Phase 5 - Corporate Tax Foundations

Once you have a solid grasp of personal tax, you can take the leap to the more complex but rewarding world of corporate tax. These courses focus on small business corporate tax returns and advising small business clients.

1 - T2 Tax Return Preparation
2 - Examples - Boot Camp
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This course not only teaches you how to prepare T2 returns, but also provides the required knowledge in the Canadian corporate tax legal and tax landscape. We focus on the corporate tax preparation process for owner-managed businesses the is the bread and butter of most practices

15 Hour Course - All verifiable CPD hours

Look over the shoulder in a tax practice as we take you through numerous real world examples along with the thought and planning process involved in corporate tax preparation. Also a great option for those who want a refresher on corporate tax (highly rated on CPA professional development sites)

5.5 Hour Course - All verifiable CPD hours

4 - In depth Investment Income
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This is a critical course on Investment Income in corporations that any tax practitioner must understand. The Introductory corporate tax course covered the basics. This course goes in-depth on essential concepts. 

9 Hour Course - All verifiable CPD hours

3- Critical tax planning
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Corporate tax is not just about the preparation of the T2 return. Compensation planning for owner-managers is vital to the advisory of our small business clients. This in-depth course will take you through the essential planning 

13 Hour Course - All verifiable CPD hours

5 - Accounting & Tax
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Many small practitioners will only be dealing with small businesses and compilation engagements. This course guides you through the myriad of ways you will receive the info and documentation from clients. Also covered are the new CSRS 4200 standards and how to implement them in your practice

10 Hour Course - All verifiable CPD hours

Phase 6 - Starting & Running a Tax Practice

Once you have a solid grasp of personal tax, you can take the leap to the more complex but rewarding world of corporate tax. These courses focus on small business corporate tax returns and advising small business clients.

1 - Start & Build

Starting any business can be quite the challenging task. Starting a professional accounting or tax preparation practice comes with it's own challenges. This course is filled with advice and strategies curated from courses and practitioners across the globe

6.5 Hour Course - All verifiable CPD hours

2 - Run & Manage
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Once you start your practice, you will soon realize that running a smooth and efficient practice is quite a challenge. This course provides you with numerous tips, tricks and advice built the experience of numerous seasoned tax practitioners

5 Hour Course - All verifiable CPD hours

4 - Monthly News & Training
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The tax world is a fluid landscape and you cannot afford to get behind on news and changes. This monthly video newsletter gives you vital news. It also provides ongoing training in personal/corporate tax and running a smooth tax practice

Monthly subscription - 2 - 3 hours/month

3 - Avoid Critical Errors
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Running a tax practice dealing with personal & corporate tax matters can be quite challenging. This course review the risk areas of tax along with strategies on how to minimize risk in dealing with clients & the CRA

8 Hour Course - All verifiable CPD hours