Preparing PersonalTax (T1) Returns Using CCH Taxprep

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1 – Introduction

Lesson 1.1 Downloading the Software: CCH TaxPrep
Lesson 1.2 Agenda and Learning Objectives
Lesson 1.3 About the Course
Navigating through the course (Copied from Corporate Tax but same format)
Lesson 1.4 Acronyms and Terms in Personal Tax
Less 1.5 Understanding Taxation System in Canada

2 – Walk-through of the software

2.1 – Walk-through of the software

3 – Practice of a Real Life Case – Identification Page 

3.1 – Walk-through of Foreman Case
3.2 – Completing Identification Page – Part 1
3.3 – Completing ID Page – Part 2
3.4 – Completing ID Page – Part 3
3.5 – Completing ID Page – Spouse
3.6 – Practical Tips on ID Page – Roll-forward of Tax Return, Express Feature
3.7 – Express feature and CCH Connect 

4 – Practice of a Real Life Case – Completing Family Information 

4.1 – Completing Family Information (FAM) 

5 – Practice of a Real Life Case – Entering T3, T4, T5 Slips 

5.1 – Entering T4 Slip – Lisa Foreman 
5.2 – Entering T4 Slip – David Foreman
5.3 – Entering T5 Slip
5.4 – Entering T3 Slip
5.5 – Practical Tips on T-Slips

6 – Practice of a Real Life Case – Schedule 3 (Capital Gains and Losses) 

6.1 – Reporting Capital Gains and Losses – Schedule 3 
6.2 – Practical Tips – Schedule 3  – Reporting Sale of Principal Residence, Shares, etc.

7 – Practice of a Real Life Case – Reporting Rental Income (Form T776)

7.1 – Reporting Rental Income – Form T776
7.2 – Practical Tips – Form T776 – Not claiming CCA, Change in USE

8 – Practice of a Real Life Case – Self-employment income (T2125)  

8.1 – Self-employment income (T2125) – Part 1
8.2 – Self-employment income (T2125) – Part 2
8.3 – Self-employment income (T2125) – Part 2
8.4 – Practical Tips (T2125)

9 – Practice of a Real Life Case – Walk-through of Jacket  – Total Income

9.1 – Walk-through of Jacket 

10 – Practice of a Real Life Case – Deductions

10.1 – Claiming Capital Loss Carryforwards and Reviewing Prior Year NOA
10.2 – RRSP Deductions, Spousal RRSPs 
10.3 – Professional Dues, Child Care and Other Deductions 
10.4 – Practical Tips on RRSP, HBP, LLP  
10.5 – Practical Tips on Deductions

11 – Practice of a Real Life Case – Tax Credits (Schedule 1)

11.1 – Tax Credits (Schedule 1)
11.2 – Practical Tips on Credits

12 – Practice of a Real Life Case –  Pink Foreman Tax Return (Student)

12.1 – Tax Return and Transfer of Tuition Credits
12.2 – Refundable Tax Credits (ON BEN CALC)

13 – Practice of a Real Life Case – Ending Tax Returns and Review Jacket

13.1 – Ending Tax Returns

14 – Administrative Matters

14.1 – Administrative Matters (Installments, Deadlines, Interest and Penalties)
14.2 – Obtaining E-File Numbers and Client Authorizations (T1013)
14.3 – Research Tips and CRA Certified Softwares

15 – Specialized Individual Tax Topics – Theoretical Component

15.1 – Residencies and Different Type of Tax Returns
15.2 – Part I  and Part XIII Tax for Non-Residents
15.3 – Section 216 Tax Return for Non-Residents

16 – Practice of a Real Life Case – Non-residents

16.1 – Starting the tax return
16.1 – Walk-through of Non-Resident T1 Portion
16.2 – Walk-through of Non-Resident S.216 Tax Return

Other Topics

Part year-resident 
Pension Income Splitting
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