New Course Released: Intermediate Tax Preparation

Keeping up-to-date on what’s new in tax and refreshing your skills in time for tax season is critical. Ensure your knowledge and tax skills are current with Intermediate Tax Preparation.

Get Canada’s most current and comprehensive Tax Update Workbook and access to EverGreen Explanatory Notes – all included in one low tuition fee, that qualifies for the tuition, education, and textbook credit on your tax return.

PROGRAM: Tax Services Specialist

Keeping up-to-date on what’s new in tax and refreshing your skills after the off-season is an annual requirement for professional tax preparers.  This course is especially designed for returning seasonal tax preparers to provide a thorough personal tax update and practical applications using true-to-life scenarios on professional tax software packages. Perfect for office team training and an excellent opportunity for those working in financial services to embellish and broaden their knowledge, too. Taken in conjunction with the January Personal Tax Bootcamp or taken on its own online, this course ensures that you are prepared for the coming tax preparation and planning season.

CONTENT DESCRIPTION AND KEY CONCEPTS:

This course includes a comprehensive reference manual, the Knowledge Journal, which covers what’s new with Finance Canada and the CRA as well as detailed description of what’s new and what’s important to know for each line on the T1 tax return. For deeper reading and understanding of the concepts and links to the most recent tax and budget changes throughout tax season, students will have access to EverGreen Explanatory Notes.

The course will train your staff on the latest tax changes for the upcoming tax year as well as updating their skills to an intermediate level. Professional tax preparation and research software (student version) is included as one of the course components.

CERTIFIED SKILLSETS: The student will be exposed to a broad range of personal income tax topics beyond the novice level by preparing returns for true-to-life case studies. The student will be able to competently prepare intermediate level personal tax returns including returns for part-year residents, pension income splitting, foreign and domestic investments, capital dispositions at death, and straightforward business returns.

KNOWLEDGE BUREAU TOOLS INCLUDED:

• EverGreen Explanatory Notes
• Professional Software for completion of Case Studies
  • Intuit Profile
  • Thomson Reuters Dr. Tax

MARKS ALLOCATION: