Dates and location
Pricing
Hours
Dates and location
Pricing
Hours
Description
Participants will gain a practical, foundational understanding of the income tax rules and compliance requirements applicable to registered charities in Canada. The course emphasizes identifying risks, maintaining tax‑exempt status, and meeting filing obligations through applied examples and practical scenarios.
Note: Previously, this course was part of the Taxation – Registered Charities and NFPOs course.
Topics include:
- Core income tax compliance requirements for registered charities.
- Rules and considerations related to losing tax‑exempt status.
- Recent proposed and enacted legislative developments and CRA administrative interpretation and guidance.
- Practical application through examples and case‑based exercises, including preparation of the T3010 Registered Charity Information Return.
NOTE: This course description has been revised and reflects updates for 2026. If you have any questions, please contact pdevents@cpaontario.ca.
Key Takeaways
- Identify income tax issues and assess related risks associated with the activities carried on by registered charities.
- Apply income tax rules to support compliance for registered charities.
- Prepare and complete the T3010 Registered Charity Information Return.
Who Will Benefit
- Practitioners who advise registered charities or want to build foundational knowledge of charity taxation.
- Board members, management, volunteers, and professionals involved with registered charities seeking to understand or ensure compliance with tax rules.
- Members of registered charities.
Prerequisite(s)
A practical understanding of how registered charities operate is useful and would allow participants to participate more fully in discussions.
How to Access the Course
This course is delivered as a live webinar. To receive verifiable CPD hours, you must attend the session live. We recommend joining at least 5 minutes before the scheduled start time. For the best interactive experience, please use a computer equipped with a camera and microphone.
A reminder email with the Zoom link and course details will be sent two business days before the session. If you do not receive it, please check your spam or junk folder.
The same information, including any available materials, will also be posted in advance on our Blackboard LMS.
Registration, cancellation, withdrawal and all other CPA Ontario PD policies can be found here.
Speaker(s)
Gregory M. Sawatsky, MAcc, CPA, CA graduated from Brock University’s Co-Op Program with an Honours Bachelor of Accounting degree in 2000, receiving three awards for academic achievement. Greg passed the 2000 National Uniform Final CA examinations, ranking 6th in Ontario and received his CA designation in 2001. Greg completed his Master of Accountancy degree with a specialization in Taxation in December 2001. Greg was appointed manager in 2002 and was admitted to partnership in 2007. He has completed the CICA In-Depth Tax course and the CICA In-Depth GST course.