Program snapshot
Format
- Online on Zoom
- 1 day / week
- 5 sequential courses
- Optional software tutorials
Duration and timing
- 6 months
- 3 hour class sessions
- 7 – 10 pm (EST)
- 26 total sessions
Deadline to apply
- Early Deadline: June 30, 2026
- Final Deadline: July 15, 2026
Fall 2026 program schedule
| Title | Date(s) | # of Sessions |
|---|---|---|---|
Launch > | Welcome and | September 8, 2026 | 1 |
Course 1 > | Tax Basics 1 | September 15 - | 6 |
Course 2 > | Tax Basics 2 | October 27 - | 6 |
Course 3 > | Tax Basics 3 | December 8 - 22, 2026 | 5 |
Course 4 > | Financial Statements and Tax | January 26 - | 4 |
Course 5 > | Introduction to Tax Law | February 23 - | 4 |
Note: This schedule is planned as outlined, but may be adjusted due to unforeseen scheduling conflicts. Classes take place on Tuesdays.
Course topics
Skills you’ll master
This program goes beyond the materials covered in standard CPA studies strengthening these key skills:
- Understanding the structure and basic provisions of the Income Tax Act
- Researching and analyzing tax issues
- Preparing tax memos, letters, and reports
- Using tax preparation software effectively for compliance and review
- Integrating technology into tax practice
- Strengthening analytical and critical thinking skills in tax practice
Course 1
Tax I - Personal Tax Issues
Introduction to tax course software and technology
Identifying tax issues
Computation of, and compliance for, employment income, business income, investment income and other income
Computation of personal taxes payable and T1 return preparation
Discussion of tax-deferred savings plans, minimum tax and effective tax rates
Course 2:
Tax II - Corporate Tax Issues
Taxable entities (sole proprietors v. corporations, trusts, partnerships)
Relationships for tax purposes
Computation of corporate taxes payable and T2 return preparation
Course 3:
Tax III - Tax Transactions
QSBC share tests and computation of the LCGE
Tax implications of share redemptions and importance of PUC
Basic tax rules, implications, and compliance for common corporate reorganizations (loss restriction events, s.84.1, wind-ups, amalgamations)
Computing and compliance for common elections and information returns (T2054 (CDA), T2057 (s.85), T1135, s.116)
Course 4:
Financial Statements and Tax
Interaction between financial statements and corporate tax returns and compliance
Computation and review of moderately complex tax provisions and deferred taxes
Reviewing financial statement note disclosures for completeness
Review of T2 corporate tax compliance using tax preparation software and financial statements, issue identification and requirement for additional compliance
Course 5:
Introduction to Tax Law
Introduction to statutory interpretation - reading and interpreting tax statutes
Finding, reading, and interpreting secondary sources of law (case law, CRA documents, etc.)
Conducting effective tax research using Boolean search techniques
Optional Sessions:
Software Support
Working with CCH iFirm Taxprep, a cloud-based tax preparation software
Getting guidance, asking questions, and building confidence using the software
Applying software skills to complete tasks and assignments in Courses 1 and 2
Assessment and program completion
Your assessment for each course includes both formative and summative assignments, as outlined by your instructor. These assignments are designed to support your learning and help you gauge your progress. You can expect to dedicate about 6 –10 hours per week to course activities, including attending the weekly 3-hour class session. Actual time may vary depending on your pace.
Upon successful completion of all five of the program courses, including all assignments and maintaining at least 90 percent overall attendance, you will receive a formal Certificate of Canadian Income Tax Practice by mail.