Now is a Great Time to Learn Tax Preparation Online

It is critical to know the mechanics of tax preparation, not only for those who want to get into or stay in the tax preparation industry, but also for financial advisors who want to offer an integrated, holistic solution to planning for their clients. If you don't know tax, you're likely missing double digit returns in your plans for Real Wealth Management with your clients.

Knowledge Bureau recently released the new, updated version of our T1 Professional Tax Preparation – Basic, Advanced and Proprietorship courses, part of the DFA-Tax Services Specialist^TM Designation Program.  These courses are designed for professionals, rather than consumers, featuring an extensive online research library and true-to-life case studies using professional tax software programs.  Access to personal instruction is also included.

Start with the T1 Professional – Basic course; it’s perfect for new owner-managers in the tax services industry who wish train with their new or returning staff over the summer time.  It’s also perfect for  new entrants into the tax preparation market including new seasonal staff in a busy tax accounting office.

The course will train your staff on tax preparation services and includes the latest tax changes for the 2016 tax year, including changes introduced by the new Liberal government.  Professional tax preparation and research software (student version) feature tax preparation on the 2015 tax year and estimation and planning scenarios for 2016 scenarios are prepared using the Income Tax Estimator tool from the Knowledge Bureau Toolkit.

This course introduces a proven process for consistently accurate T1 tax preparation services with a professional client interview and documentation management system, as well as a thorough understanding of tax preparation for the five anchor profiles upon which every personal tax return is based:

• credit filing
• employees
• families and children
• investors
• seniors

The student 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. The student will be able to competently prepare basic personal tax returns.

For information about the T1 Professional Tax Preparation – Basic course, click here. For information about how to become a Distinguished Financial Advisor – Tax Services Specialist^TM, click here.

What Our Students Say:

“Instructor was great in delivering tax law, by having discussion, helping with assignment. She went above and beyond to make sure I understood. The course is easy to learn because of the weekly assignment and quiz. Plus, in-class discussion made it easier to comprehend the material.” Abiy H, Windsor, ON

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