Last updated: January 17 2017

Take a next step in your professional career: T1 Tax Preparation – Advanced

After successfully completing your T1 Tax Preparation – Basic course, the next step is to move onto the advanced course T1 Professional Tax Preparation – Advanced.

Fully updated to the Federal Budget and indexation of amounts, this comprehensive course covers the details behind the deductions, tax credits and tax calculations on the personal tax return with an emphasis on capital gains and losses, and registered and non-registered investment income sources.

Students may use their own tax preparation software to complete the course. For those without tax preparation software, student versions of Intuit's ProFile Premier, Dr Tax's DT Max software and TaxCycle are provided with the course.  Case Studies preparing 2016 returns will be done using income tax preparation software while scenarios involving 2016 returns will be completed using the Income Tax Estimator from the Knowledge Bureau Toolkit.

The student will be exposed to a broad range of personal income tax topics in common and advanced 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 most personal tax returns.

The most highly professional tax practitioners are those who have excellent investigative skills (conducting the most exhaustive client interviews) and the best research skills (knowing when and where to look for help). We'll show you how to do both and give you the most leading edge tools in the marketplace to do so.

   

This comprehensive self study course features case studies that require research exercises using EverGreen Explanatory Notes focusing in on the details behind employment deductions, investment income reporting, capital acquisitions and dispositions, including real property and real life applications and variations. Students will review their theoretical competencies and will also be required to know the details of three Appendices:

  • T-Slip Guide
  • Line by Line Tax Forms Review
  • Line by Line Tax Update

To learn more about the T1 Professional Tax Preparation – Advanced course, click here.

What Our Students Say:

"I loved the course setup. I could work at my own pace and I could print off the assignments. This course, unlike CGA courses, did not treat me like a child by expecting an assignment each week. This course just gave me a deadline for completion and allowed me to work as quickly or as slowly as I deemed necessary." Robert J. S., MB

"The material was organized in a way that was easy to follow.  I truly enjoyed the contents in EverGreen.  As with the Essential Tax Facts book, I took it with me wherever I went and even did some bed ready.  The course was an eye opener to the complexity of the Income Tax Act and it was helpful to be able to read the contents n EverGreen at the same time that I had the reference in case I wanted to research even more."  Guillermina C., ON

 

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