Tax Preparation Courses

Learn how to prepare Canadian and U.S. taxes online.

Our Tax Preparation Courses.

Instructors

Haroon Khan, CPA, CA, CPA (Illinois)

Haroon Khan, CPA, CA, CPA (Illinois)

Babar Ali,  MBA, CPA, CA, CPA (Illinois), EA

Babar Ali, MBA, CPA, CA, CPA (Illinois), EA

Courses

Canadian Tax

  • T1 Personal Tax | CCH Taxprep
  • T2 Corporate Tax | CCH Taxprep
  • T3 Family Trusts | CCH Taxprep
  • T5013 Partnerships | CCH Taxprep

U.S. Tax

  • Form 1040, U.S. Individual Income Tax Return
  • Form 1120, U.S. Corporation Income Tax Return

Personal Tax (T1)

Topic: Canadian Personal Tax Preparation

Preparing Personal Tax (T1) Returns Using CCH Taxprep

You will learn the basics of preparing personal taxes using CCH Taxprep software -- most widely used software among CPA firms. After taking this course you will be comfortable with filing tax returns for employees, business owners, renters, and students. We use real-life scenarios and walk you through from start to finish.

Online Course

  • Available on-demand

  • 1 Year unlimited access

  • One-on-one personalized Q&A via email, phone, Google chat or Skype.  

Course Length/CPD Verifiable Hours

  • 16 hours. 

Corporate Tax (T2)

Topic: Canadian Corporate Tax Preparation

Preparing Corporate Tax (T2) Returns Using CCH Taxprep

You will learn the basics of preparing corporate taxes using CCH Taxprep – the most widely used software by CPA firms. After taking this course, you will be able to prepare corporate tax returns from start to finish for operating companies and investment holding companies. We will walk you through from start to finish, covering all the common tax schedules using a real-life scenario.

Online Course

  • Available on-demand

  • 1 Year unlimited access

  • One-on-one personalized Q&A via email, phone, Google chat or Skype.  

Course Length/CPD Verifiable Hours

  • 16 hours. 

Trusts (T3)

Topic: Tax Returns for Family Trusts and Graduated Rate Estates (GREs)

Prepare Trust Returns (T3) for Family Trusts and Graduated Rate Estates using CCH Taxprep

You will learn how to prepare trusts returns for two common practical scenarios: family trusts and a graduated rate estate. We will also discuss key technical matters that you will come across. These include determining the difference between an inter vivos and testamentary trusts, income vs. capital distribution, the 21-year deemed realization rule – ways to mitigate the tax hit, identifying reversionary trusts, and more. This course is ideal for those already comfortable with preparing personal tax returns (T1s) and are interest in or getting into preparing T3 returns.

Online Course

  • Available on-demand

  • 30-day unlimited access

  • One-on-one personalized Q&A via email, phone, Google chat or Skype.  

Course Length/CPD Verifiable Hours

  • 4 hours. 

Partnerships (T5013)

Topic: Preparing Partnership Information Return

Preparing Partnership Information Returns (T5013) Using CCH Taxprep

In this course, you will learn how to prepare a T5013 Partnership Information Return for an active business carried on in the form of a partnership. We walk you through the preparation process from start to finish using a real-life scenario. You will learn everything from setting up the partners and their distributive share, computing the partnership's income, and allocating that income to the different classes of partners. We also cover other key issues you will come across like identifying whether your clients are required to file a T5013, the subsection 103(1) anti-abuse rule, choosing the correct year-end for the partnership, adjusted stub period accrual, and many more.

On-Demand Webinar

  • Available on-demand

  • 30-day unlimited access

  • One-on-one personalized Q&A via email, phone, Google chat or Skype.  

Course Length/CPD Verifiable Hours

  • 4 hours. 

U.S. Tax Preparation

U.S. Personal Tax (1040)

Topic: Preparing U.S. Personal Tax Returns

Preparing Form 1040, U.S. Individual Income Tax Return

You will learn how to prepare Form 1040 for Canadian expatriates from start to finish using a real-life scenario. Further details coming soon. Please express interest if you would like to enroll for this course.

Course Offering

  • Coming soon. 
  • Please express interest if you are interest in enrolling. 

U.S. Corporate Tax (1120)

Topic: Preparing U.S. Corporate Tax Returns

Form 1120, U.S. Corporation Income Tax Return

You will learn how to prepare Form 1120 for a U.S. C corporation. We use a real-life case using the post Tax Cuts and Jobs Act (i.e., the "Trump tax reform") tax rules. Further details coming soon. Please express interest if you would like to enroll for this course.

Course Offering

  • Coming soon. 
  • Please express interest if you are interest in enrolling.