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Certificate Course

Professional Income Tax Filing - Level 1

Program

DMA - Personal Tax Services Specialist

Overview

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

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Course Content

Chapter 1 | Introduction to Income Taxation in Canada
Chapter 2 | Using Software to Prepare the Return
Chapter 3 | Filing the Return
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 2024 and Beyond

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Student Experience

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

Opportunity

In this course we will discuss the tax theory behind lines in filing the current year tax return and in tax planning for next year. We’ll discuss triggers for tax compliance, including tax filing milestones that cross over several tax filing years, and important trigger for preparing the return that is to the very best advantage of the tax filing household, as well as the individuals in it.

This course will cover the changes in the T1 tax return, administrative changes you need to know about for the current tax filing year as well as additions and changes to credits and deductions based on previous and current budgets. These include FHSA and the home buyer’s plan, multigenerational home tax renovation credits, anti-flipping rules, the Canada Carbon Rebate and more.

Use current professional tax software to prepare case studies throughout this program.

What You'll Learn

This course introduces a proven process for consistently accurate T1 tax preparation services with a professional client interview and document 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, and seniors.

You 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.

You’ll be able to competently prepare basic personal tax returns.

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

Marking Guide

Quizzes
25%
Case Studies
50%
Final Exam
25%
Passing Grade
60%
Honours Achievement
90%


All students who pass the course will receive a certificate. Students who receive a mark of 90% or better will receive a gold honours bar on their certificates.

CE | CPD Credits

Knowledge Bureau | 30 CPE credits

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Learn Your Way

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Every course you take with Knowledge Bureau counts on your academic pathway. Qualify for tuition rebates by taking a certificate course, diploma program or designation program.

In-Class

Complement your online education with CE Summits. Held in November, January and May, these one-day, instructor-led workshops offer peer-to-peer learning experiences to students who prefer studying in groups.

In-Conference

Annual three-day Distinguished Advisor Conferences focus on finding solutions for the challenges faced by businesses in a global marketplace.

Knowledge Base

Tap into a comprehensive, centralized clearinghouse of trusted information, including great books, Knowledge Bureau Report, online calculators and research libraries.

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