Increase confidence and efficiency in Canadian personal tax work by combining practical T1 compliance with a deeper refresh of tax planning for individuals. You’ll strengthen your ability to prepare and review accurate returns while identifying planning opportunities that arise during the compliance process. The planning component refreshes key legislation and application issues that practitioners may not encounter daily, supported by reference materials and case studies. Together, the courses help you reduce errors, improve client conversations, and deliver more proactive value while staying grounded in real filing realities.

Courses Include:

• Personal Tax: Compliance and Planning in T1 Preparation
  This course provides a comprehensive review of income tax compliance and planning issues relevant to the preparation of Canadian personal income tax returns, including the technical and practical issues arising from these diverse issues as a means of enhancing your ability to prepare and/or review complete, accurate corporate income tax returns. 
   
• Personal Tax: Review of Tax Planning
  This course on personal tax targets professionals who desire to update and refresh their knowledge in technical and tax-planning issues for individuals, trusts, and partnerships. Although the course briefly reviews taxation for trust and partnerships, most of its content focuses primarily on the taxation of individuals.

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Upon completion of this bundle, learners will be able to:

• Prepare and review T1 returns more confidently by addressing common technical and practical issues.
• Identify planning opportunities that arise naturally during return preparation and review.
• Refresh core personal tax planning concepts and apply them through case-based learning.
• Strengthen your ability to spot issues across income types, deductions, credits, and common client scenarios.
• Improve client communication and documentation for higher-quality compliance and planning outcomes.