Contact UsLog In
US&CanadaTax School
Canada Tax — Level 1Canada Tax — Level 2US Tax — Level 1US Tax — Level 2Cross-Border TaxAll coursesOn-Hand TrainingFree WebinarsOur MentorsPartnersEmploymentAbout the schoolHow it worksFAQContact usApply Now
Prices in:
Canada · Level 1

Canada Tax — Level 1

Thirty hours of slide-based instruction: the Canadian personal tax return end to end, and six client files prepared and reviewed start to finish, taught by a CPA with more than twenty years in practice and thousands of returns filed. This is the personal-tax foundation of the Canada Tax program; Canada Tax — Level 2 continues into corporate returns.

Hours of instruction
30+
Slide lessons
51
Knowledge checks
50
Verifiable CPD hours
30
Pass mark
80%

Verifiable CPD hours are recorded on your certificate. Whether they count depends on your own professional body’s rules.

Bundles

Save with a bundle

This course is also part of a bundle. Buy the courses together in one checkout, for less than buying them one at a time.

2 courses

Canada Tax Bundle

Canada Tax Level 1 and Level 2 together, in one enrollment.

  • Canada Tax — Level 1
  • Canada Tax — Level 2
$598 USD if bought separatelySave $89 USD
$509 USD
Apply for This Bundle
5 courses

Complete Program — All Courses

All five courses, Canadian and US, in one enrollment.

  • Canada Tax — Level 1
  • Canada Tax — Level 2
  • US Tax — Level 1
  • US Tax — Level 2
  • Cross-Border Tax
$1,495 USD if bought separatelySave $376 USD
$1,119 USD
Apply for This Bundle
The CPA way of learning

Self-Study → Assess → Tutor → Practice → Simulation

Five stages, in order. You finish by preparing returns, not by watching them.

  1. STEP 01

    Self-Study

    Bite-sized slide lessons you work through at your own pace, on your own schedule. Every topic stands alone, so you can go straight to the one you need and come back to it later as a refresher.

  2. STEP 02

    Assess your knowledge

    Graded quizzes after each module tell you what actually landed. You do not move on because you paged through the slides; you move on because you can answer for it.

  3. STEP 03

    Live tutor session

    Scheduled sessions with a practising accountant, over Zoom or Google Meet. This is where the things a slide deck cannot answer get answered, against your own questions and your own files.

  4. STEP 04

    Practical cases

    Real client scenarios prepared end to end in real tax software. Slips, receipts, a messy set of facts and a return that has to balance — the work as it arrives on a desk, not as it appears in a textbook.

  5. STEP 05

    Real customer simulation using agentic AI

    A live interview with an AI client who only tells you what you think to ask, and who forgets, hedges and contradicts themselves the way real clients do. You conduct the intake, spot what is missing, and file on what you gathered.

When You Can Start

Open
6-Week Course
Starts:
December 1, 2026
Ends:
January 11, 2027, when access to the course ends

Choose an open intake from the options above. The course opens as soon as your enrollment is confirmed, and access ends when your intake finishes.

Live Tutor Sessions

Live tutor sessions run over Zoom or Google Meet every Saturday, 6:00 AM – 9:00 AM Central Time (Winnipeg).

LocationEarly Nov to mid-MarMid-Mar to early Nov
Winnipeg (Central)Saturday, 6:00 AM – 9:00 AMSaturday, 6:00 AM – 9:00 AM
Toronto (Eastern)Saturday, 7:00 AM – 10:00 AMSaturday, 7:00 AM – 10:00 AM
Vancouver (Pacific)Saturday, 4:00 AM – 7:00 AMSaturday, 4:00 AM – 7:00 AM
IndiaSaturday, 5:30 PM – 8:30 PMSaturday, 4:30 PM – 7:30 PM
Sri LankaSaturday, 5:30 PM – 8:30 PMSaturday, 4:30 PM – 7:30 PM
PakistanSaturday, 5:00 PM – 8:00 PMSaturday, 4:00 PM – 7:00 PM

Canada moves its clocks on the second Sunday of March and the first Sunday of November, so the session time shifts by an hour in countries that do not.

Add the sessions to my calendar

How the course is taught

Everything here is built around one idea: you learn tax by preparing returns, not by reading about them. The instruction comes from a CPA with over twenty years in practice and thousands of completed returns behind them, so the examples are the situations that actually walk through the door, not the tidy ones invented for a textbook. Lessons are short and self-contained. Work straight through if you are starting from nothing, or go directly to the topic a client has just landed on your desk and come back to it whenever you need reminding. Within your intake you set the pace; there are no scheduled classes to keep up with. The material is updated every year to track changes in legislation and in the forms themselves.

Twenty per cent of the law covers eighty per cent of the returns

Canadian tax legislation is genuinely large, and that size is what puts most people off ever starting. It is also misleading. The overwhelming majority of Canadians have a straightforward tax situation. Employment income, a few slips, some credits, perhaps a rental property or a side business. Learn the part of the Act that governs those and you can prepare the great majority of returns you will ever be handed, confidently and without guessing. This course is organised around that reality. It spends its time on what comes up, in the order it comes up, and tells you plainly when a situation has passed the point where you should be taking it on alone.

Who This Course Is For

CPA and business students

If you are working towards the CPA designation, this fills the gap between what you are examined on and what you will be asked to do in your first week at a firm. The theory you are studying is not wrong, it is just not yet usable. This course makes it usable. You arrive able to pick up a set of files and work them without supervision, which is exactly the thing that gets noticed by the managers and partners around you.

Accountants moving into tax practice

If you already practise and you are considering adding tax preparation, or moving into it entirely, this is a structured refresher and a working reference in one. It is written by practising accountants for practising accountants, so it does not spend your time on ground you already hold. It gets you to the point of taking on returns for clients, and it tells you honestly where the limits of an introductory course are.

Bookkeepers

You already have your hands on your clients' numbers all year. You are usually the first to know when something has changed. What you may not have is your own T1 capability, which means year-end work, and the conversations that go with it, leave your hands. This course gives you the option: prepare those returns yourself, or at minimum hold your own with the accountant who does, and know precisely what is being decided and why.

Freelancers and self-employed filers

If you invoice clients directly, whether that is contract work, a side business, or freelancing full time, business income and expenses on the T2125 are covered in full: what counts as income, which expenses are deductible, mileage and home office claims, and capital cost allowance on the equipment you use to do the work. You do not need to hire a preparer to understand your own return. This course teaches the same material a preparer would use, so you can either file it yourself with confidence or know exactly what you are paying someone else to do.

What's Inside

Select any module to read what it covers. Order and gating are set by the instructor.

Part 1

Preparing Canadian Personal T1 Returns

01Module 1.1: Course Orientation: How to Learn Personal Tax+ knowledge check

What this course covers, how it is built, and how to study, stay current and ask good questions By the end of this lesson you will be able to: • Describe who this course is for and what it prepares you to do • Outline the eight modules and how they build from basics to business income • Separate the tax rules you learn once from the amounts that change every year • Explain how provincial and territorial tax is filed, and why Quebec is different • Use CRA sources to confirm current-year rules and amounts • Frame a clear technical question and recognise the limits of general education

02Module 1.2: Tax Software: What a Preparer Needs+ knowledge check

How to choose and practise with tax software, and why understanding the forms matters more than the package By the end of this lesson you will be able to: • Explain what tax software does and does not do for a preparer • Compare professional and consumer tax software packages • Distinguish NETFILE from EFILE and explain why CRA certification matters • Describe how carry-forward of prior-year data works and why it must be checked • Choose a way to practise hands-on with a free or student edition • Explain why knowing the forms matters more than knowing any one package

03Module 2.1: How the Canadian Tax System Works+ knowledge check

Filing obligations, deadlines, penalties, tax rates, and the CRA notices every preparer must read By the end of this lesson you will be able to: • Explain self-assessment and identify who must file a T1 return and who should file anyway • State the filing and payment deadlines, and calculate late-filing penalties • Determine when instalments are required and what happens if they are missed • Apply marginal tax rates and compare the value of a deduction with a tax credit • Read a Notice of Assessment and Notice of Reassessment, and meet objection deadlines • Describe the CRA online services available to taxpayers and representatives

+ 40 more lessons, apply to unlock the full curriculum

Part 2

Personal Tax Case Studies

44Course Introduction: Welcome to the Personal Tax Case Studies+ knowledge check

How six client files will take you from knowing the T1 rules to preparing complete, reviewed returns By the end of this lesson you will be able to: • Describe the six client files and the main tax issues each one raises • Follow a consistent workflow from document intake to filing • Compare your return with the walkthrough and trace every difference to its source • Explain how provincial Form 428 calculations relate to the federal return • Use sample returns to test how income, deductions and credits interact • Plan a yearly routine for keeping current with federal and provincial changes

45Case Study 1: Megan Holloway: Single Parent with Employment Income+ knowledge check

A 2022 Nova Scotia file: support, child care, a leased car on a T2200 and the GST/HST rebate By the end of this lesson you will be able to: • Set up a new client file: personal details, dependants and support payments • Report taxable spousal support and disclose non-taxable child support correctly • Claim RRSP, RPP, child care and Canada employment amounts from slips and receipts • Use a T2200 to claim vehicle expenses on the T777, including the lease cost limit • Calculate the employee GST/HST rebate on Form GST370 and track it into next year • Review a finished return line by line and explain why the refund makes sense

46Case Study 2: Margaret & Harold Quinn: Splitting Pension Income+ knowledge check

A retired couple's 2022 file: pension splitting, a home sale, a move and a foreign medical bill By the end of this lesson you will be able to: • Enter senior-specific slips (T4A(OAS), T4A(P), T4A, T4RIF) without missing tax withheld • Decide how joint investment income on T3 and T5 slips is reported between spouses • Report a fully exempt home sale on Schedule 3 and Form T2091(IND) • Convert and place a foreign medical expense to get the largest credit • Optimise and document a pension split on Form T1032, then test other scenarios • Judge competing scenarios by the couple's combined line 43500, not a single savings figure

+ 5 more lessons, apply to unlock the full curriculum

Frequently Asked Questions

When does the course start and finish?

It opens as soon as your enrollment is confirmed and runs until the end of the intake you chose. See the intakes on this page for dates. Within your intake the course is self-paced: there are no scheduled classes to attend, and you can go back to any lesson as often as you need.

How long do I have access?

Until your intake finishes, on any device you own. Each intake’s end date is shown on this page and when you choose your intake. When the intake finishes, access to the course ends.

How often is the course updated?

Every year, to keep pace with changing legislation, and again during the year whenever a budget introduces something that materially affects the content. Any update made while your intake is running is included at no extra cost.

Are there tests or assessments?

Yes. The course ends with a graded quiz and a practical case prepared in real tax software. Assessments are sat in Safe Exam Browser and the pass mark is 80%. This is deliberate: the certificate is meant to mean you can do the work, which requires that somebody checked.

Are there live tutor sessions? When do they run?

Yes. Alongside the self-paced lessons, we run live tutor sessions with our partners over Zoom or Google Meet on Saturdays, 6:00 to 9:00 AM Central Time (Winnipeg). The Live Tutor Sessions section on this page shows that time where you are, and lets you add the sessions to your calendar.

Does this cover corporate returns?

No, this is the personal-tax program: the T1 return and real-world case studies. Canada Tax — Level 2 continues straight into corporate returns (the T2, the small business deduction, and owner-manager remuneration) for anyone who wants both.

What if the course is not right for me?

Tell us within 14 days of buying and we will refund you in full, as long as you have completed no more than two lessons and have not attempted any quiz or assessment. Once the refund is processed, your access to the course ends.

Ready to start Canada Tax — Level 1?

Apply in a few minutes and pay securely by card. Your login arrives by email once payment is confirmed.

Apply Now