A T1 General preparation course for newer preparers
3-hours | Pre-recorded Online | 2-week Access | 2023 Edition
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This course will help newer tax preparers turn theoretical knowledge into practical skills.
Information gatherers are your first line of defence. Arm your staff with the tools to organize, assemble and report information, as well as to identify potential issues and planning opportunities.
This concise pre-recorded online 3-hour topic-by-topic course will have your newer tax preparers preparing personal tax returns like ninjas!
Early Bird Discount: Save $15 by registering by January 13, 2023.
Topics covered:
Employment income
Business and professional income
Investment income
Rental property
Capital gains
Tax credits and deductions
CRA services/support
Who is this course designed for?
The course is perfect for newer tax preparers who have some theoretical knowledge and/or a minimum of 1 year of practical tax experience including:
students;
new team members with some tax knowledge/experience; and
tax preparers that have been out of the industry for a period or are looking to brush up on the fundamentals.
Registrants will leave this course with a basic understanding of:
Major personal tax topics: the ins, outs and current trends
CRA administrative policy
How to gather the right information
The relevant questions to ask clients
When to refer certain issues to a manager
Selected planning considerations
Operational best practices