The Future of Tax Preparation:  An Endless, Essential Service

It’s true: nothing is as certain as death, taxes and tax change!  That’s perhaps why almost 60% of Canadians get someone else to do their tax return, according the CRA.  Do you know what this sounds like to us? OPPORTUNITY! 

Consider the recent stats and why learning how to help family, friends and your community members get all the benefits available by filing is a great investment in a new full-time or part-time career.  Enrol in an online professional tax course with Knowledge Bureau by February 15 and save $100 too!  

Returns received by CRA from February 7, 2022 to January 27, 2023

If you enjoy working with numbers, have an aptitude to solve problems and if you love working with people consider the DMA^TM Personal Tax Services Specialist Designation Program.  However, the first step to this designation is the Professional Income Tax Course – Entry Level, one of our most popular courses!

This course is ideally suited for:

• Individuals who want to achieve the credentials needed to file income tax returns professionally out of their home or office. 
• Individuals who wish to start a new career with a tax preparation, accounting or financial services firms. 
• Growing tax accounting offices who will find this to be the right course to train new employees as knowledgeable tax preparers or front desk staff.

Income tax preparation is always timely; an essential service for families to obtain tax refunds, refundable tax credits and make tax-efficient investment decisions.  Tax Preparers are in great demand.

Why is this important or timely?

It introduces a proven process for providing consistently accurate T1 tax filing services. It’s not too late to get up and running for this tax season.

The process starts with a professional client interview and documentation management system, as well as a thorough understanding of tax filing for the five anchor profiles upon which every personal tax return is based:

1. Low-income and credit filing
2. Employees
3. Families and children
4. Investors 
5. Seniors

What students will learn:

Students will be exposed to a broad range of personal income tax topics in common scenarios, each featuring short answer and true-to-life case studies which overview the basic elements of the tax return and the details behind claiming income, deductions and tax credits on most lines of the personal tax return.

Students will be able to competently prepare basic personal tax returns. Start earning money immediately!

“An open book approach is great for learning. It helped me to go back and review the materials over again so that I could get the right answers on the quiz but it also provided a good understanding of all the material. I think this course has been very helpful and will enable me to start my first year of T1s with my company in a much more effective way.”

—Bryce W, Alberta

Enrol Today

What’s Included:

• Personal course selection consultation
• Virtual campus orientation
• Lesson and study plans
• Personal instructor email support
• Comprehensive Knowledge Journal
• EverGreen Online Research Library
• Knowledge Bureau calculators
• Testing and certification
• CE/CPD accreditation

Tools and Software:

• EverGreen Explanatory Notes
• ProFile
• DRTax
• TaxCycle
• The Knowledge Bureau’s Income Tax Estimator

Scope of Content:

Part 1 | Professional Tax Preparation

Chapter 1 | Introduction to Income Taxation in Canada

Chapter 2 | Using Software to Prepare the Return

Chapter 3 | Filing the Return

Part 2 | Common Tax Profiles

Chapter 4 | Low Income and Credit Filers

Chapter 5 | Reporting Employment Income

Chapter 6 | Claiming Employment Deductions

Chapter 7 | Families and Children

Chapter 8 | Reporting Investment Income

Chapter 9 | Pensioners

Chapter 10 | New for 2021 and Beyond

Study Online, Anytime, Anywhere. You can start anytime and study at your own convenience and in your own home or office.  Everything is included - even access to personal instructor support by email.  You have three months to complete each 30-hour course. Extensions are available for $149. per additional month.

Tuition Fees Qualify for Tax Relief. Eligible students may also reduce tuition fees by claiming a tuition fee amount and a Canada Training Credit on their tax return. Check out the Knowledge Bureau Tuition Guide which includes information on study terms and other school policies. As metioned earlier, enrol in an online professional tax course with Knowledge Bureau by February 15 and save $100.  

We’re At Your Side.  Remote learning doesn't mean you're doing it on your own! You will always have the support of your instructors and education team through video calls, discussion boards and more.

Remember, you can study at your own pace and schedule that works for you.  Our Educational Consultants are here to assist with your complete program onboarding including course selection and a virtual campus orientation. If you have questions during your studies, the personal instructor is just an email away.

Your study plan is flexible and self-paced.

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