Advanced Tax Filing and Planning

Knowledge Bureau Certificate Courses

Categories: Tax Planning

Your Instructors: Evelyn Jacks, Walter Harder

Program: Tax Services Specialist

Fully updated to the latest Budget. This comprehensive course covers the details behind the deductions, tax credits and tax calculations on the personal tax return with an emphasis on capital gains and losses, and registered and non-registered investment income sources. It overviews common and advanced client profiles, while sending students to the dynamic commentary in EverGreen Explanatory Notes by The Knowledge Bureau.


We recommend that Knowledge Bureau's Personal Tax Filing and Planning course be completed before enrolling in Advanced Tax Filing and Planning or, at minimum, the student have prior experience with personal tax filing.

Students may use their own tax preparation software to complete the course. For those without tax preparation software, student versions of Intuit's ProFile Premier, Dr Tax's DT Max and TaxCycle are provided with the course. Case studies preparing returns will be done using income tax preparation software while scenarios involving future returns will be completed using the Income Tax Estimator from the Knowledge Bureau Toolkit.

CERTIFIED SKILLSETS: The student will be exposed to a broad range of personal income tax topics in common and advanced scenarios, each featuring short answer and true-to-life case studies which overview the basic elements of the tax return and the details behind claiming income, deductions and tax credits on most lines of the personal tax return. The student will be able to competently prepare most personal tax returns.

The most highly professional tax practitioners are those who have excellent investigative skills (conducting the most exhaustive client interviews) and the best research skills (knowing when and where to look for help). We'll show you how to do both and give you the most leading-edge tools in the marketplace to do so.

This comprehensive self study course features case studies that require research exercises using EverGreen Explanatory Notes focusing in on the details behind employment deductions, investment income reporting, capital acquisitions and dispositions, including real property and real life applications and variations. Students will review their theoretical competencies and will also be required to know the details of three Appendices:

  • T-Slip Guide
  • Line by Line Tax Forms Review
  • Line by Line Tax Update



Quizzes 50%
Case Studies 25%
Final Exam 25%
Passing Grade 60%
Honours Achievement 90%


A mark of 60% is required to pass the course. All students who pass the course will receive a certificate. Students who receive a mark of 90% or better will receive gold honours bars on their certificates.

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Distinguished Financial Advisor

Table of Contents

Chapter 1:
Update and Review
Chapter 2:
Family Filing
Chapter 3:
Employees - Part 1
Chapter 4:
Employees - Part 2
Chapter 5:
Chapter 6:
Chapter 7:
Asset Management
Chapter 8:
Life Events
Chapter 9:
Business Starts and Stops
Chapter 10:
Death and Estate Planning

Related Tools and Software

What Graduates Say

The case studies and quizzes are a fantastic idea. They really give you an idea of real case scenarios and point out where improvement is needed. EverGreen Explanatory Notes is a great research tool with easy to access information. Student support is fantastic! The response time was very fast and had me back on my feet in no time. Melissa V H., ON
I loved the course setup. I could work at my own pace and I could print off the assignments. This course, unlike CGA courses, did not treat me like a child by expecting an assignment each week. This course just gave me a deadline for completion and allowed me to work as quickly or as slowly as I deemed necessary. Robert J. S., MB
Content is valuable and very practical and will turn any tax preparer and financial consultant into an expert. Really liked the in-depth level of the advanced tax research course. Although I've had practical experience with many of the topics, I've still managed to learn a few new things and get to understand the underlying principles of others. The Practice Exam was particularly useful as an evaluation of my knowledge. The online help from KB staff was very good. Thank you for responding so promptly! Maryke L-T., BC