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This course is for you if
You are new to the industry
You are a professional looking to refresh with current tax knowledge
You are training staff
Overview
The first course in the DMA™-Personal Tax Services Specialist Designation.
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 a 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.
You will learn current tax planning and prepare actual returns using professional industry software.
What you will 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.
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
Scope of the course
- Introduction to Income Taxation in Canada
- Using Software to Prepare the Return
- Filing the Return
- Low Income and Credit Filers
- Reporting Employment Income
- Claiming Employment Deductions
- Families and Children
- Reporting Investment Income
- Pensioners
- New for the current year and Beyond
What is included
- Tax deductible tuition fees
- Potential for Canada Training Grant or other Government programs
- Personal consultation and virtual campus orientation
- Practical case studies using well-known professional software
- Lesson plans and study plans
- Calculators and tools you can use immediately
- Personal instructor support by email
- Testing and certification
- Comprehensive Knowledge Journal
- CE/CPD accreditation by various professional bodies
- EverGreen Explanatory Notes - Online Research Library
Everything so far has had value to it. These studies have added to my knowledge and skills and I have put this knowledge to use immediately for our clients or I gained new skills which has given me the opportunity to expand our services.
- William Samplonius, ON
