Information gatherers are your first line of defense. Arm staff with the tools to organize, assemble and report information, as well as identify potential issues and planning opportunities. This course will transition the registrant’s theoretical knowledge into practical skills.

Newbies to Ninjas: Personal Tax is targeted to improve efficiency and accuracy of newer preparers.  This concise online 2.5-hour topic-by-topic course will have your newer tax preparers preparing Personal Tax Returns like ninjas!

The end result – A knowledgeable, productive T1 tax preparation team ready for battle!


FEES

First registrant: $199

Additional registrants: $99(Same firm, location, and order form)

Early Bird Discount: Save $15 by registering by January 11, 2019.

See Terms and Conditions for more details.

 

COURSE INCLUDES:

  • 1 week access to the Online Course Portal

  • 2.5 hours of online video – The video can be stopped and started as many times as needed between the session dates.

  • Electronic textbook and appendices (You will need to download and/or print prior to viewing the video.)

  • Quick reference guides including a "Personal Income Tax Checklist"

  • Online course quiz

  • Professional Development Certificate pending the successful completion of the quiz (2.5 hours)

 

Register 6 or more participants:

A complimentary registration will be provided for a group moderator available 7 days prior to the session start date.

Request must be submitted by Jan. 26, 2019


Find out what session date works best for you.


TOPICS INCLUDE:

  • Employment Income

  • Business and Professional Income

  • Investment Income

  • Rental Property

  • Capital Gains

  • Tax Credits and Deductions

TIP: This "how-to" course is a standardized way to train your team. The course can be used in conjunction with your firm's presentation of administrative procedures. Focus your attack plan here.

Who should attend?

Newer preparers* who would like to turn theoretical knowledge into
practical skills.


*Some basic knowledge of Personal Tax is recommended.

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 right questions to ask clients

  • When to refer certain issues to a manager or partner

  • Selected planning considerations

  • Operational Best Practices

ENJOY THE excerpt FROM THE 2017 COURSE:


Instructors


I loved everything about this seminar! From the portal to the people. It was awesome. Very user-friendly, very informative, very enjoyable.
— 2018 Participant
Great textbook materials. Very concise and easy to find solutions on topics
— 2018 Participant