Certificate Course

Introduction to Personal Income Tax


DMA™ - Personal Tax Services Specialist


Perfect for individuals who want to achieve the credentials needed to file income tax returns professionally out of their home or office. It is also suitable for those who wish to start a new career with a tax preparation, accounting or financial services firms. Growing tax accounting offices will find this to be the right course to train new employees as knowledgeable tax preparers or front desk staff. Graduates are thoroughly trained on the latest personal income tax changes using professional tax software in a case study approach. Research skills are honed as well, in the comprehensive online research library known as EverGreen Explanatory Notes. The sophisticated tax estimator tools from Knowledge Bureau provide plenty of opportunity to try “what if” scenarios prior to software updates for the next tax year.

TAKE YOUR NEXT STEP: After you complete this course, check out Personal Income Tax Course - Advanced Level.


Course Content

Chapter 1 | Introduction to Income Taxation in Canada
Chapter 2 | Using Software to Prepare the Return
Chapter 3 | Filing the Return
Chapter 4 | Low Income and Credit Filers
Chapter 5 | Reporting Employment Income
Chapter 6 | Claiming Employment Deductions
Chapter 7 | Families and Children
Chapter 8 | Reporting Investment Income
Chapter 9 | Pensioners
Chapter 10| New for 2024 and Beyond

Student Experience

An open book approach is great for learning. It helped me to go back and review the materials over again so that I could get the right answers on the quiz but it also provided a good understanding of all the material. I think this course has been very helpful and will enable me to start my first year of T1s with my company in a much more effective way.

—Bryce W, Alberta


Tax preparation is always timely, as it is the taxpayer's legal right and duty to file a tax return for the entire family to the best benefit of the unit as a whole. From a tax and financial planner's point of view, it’s critical to know the mechanics of tax preparation as a prerequisite to tax efficient financial planning. By knowing how to plan and file taxes accurately, you could help your clients realize double-digit returns in their real wealth management plans.

In this comprehensive, yet easy-to-learn professional income tax course, learn using true-to-life case studies and student versions of professional income tax filing software. Learn how to use income tax provisions to the best benefit of each individual and the household as a whole, filing their income tax returns accurately and with confidence.

This is an essential service for families to obtain tax refunds, refundable tax credits and make tax-efficient investment decisions.

Why You Should Attend

This personal income tax course introduces a proven process for providing consistently accurate T1 tax filing services. The process starts with a professional client interview and documentation management system, as well as a thorough understanding of tax filing for the five anchor profiles upon which every personal tax return is based:
• Low-income and credit filing
• Employees
• Families and children
• Investors
• Seniors
Bonus: you will learn more about the pandemic response provisions:
1. New tax brackets and rates (federal and provincial)
2. Overview of indexed non-refundable tax credits
3. Low-income and credit filing (GSTC)
4. Employees
5. Self Employed provisions (rent relief, forgivable loans)
6. Families and children (CCB)
7. Investors (keep track of capital losses; RRSP/RPP maximums)
8. Seniors (CPP benefits, OAS claw-backs, RRIF changes)
9. DTC Increased access for eligibility

What You'll Learn

This course introduces a proven process for consistently accurate T1 tax preparation services with a professional client interview and document management system, as well as a thorough understanding of tax preparation for the five anchor profiles upon which every personal tax return is based—credit filing, employees, families and children, investors, and seniors.

You will be exposed to a broad range of personal income tax topics in common 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.

You’ll be able to competently prepare basic personal tax returns.

What’s Included

• Personal course selection consultation
• Virtual campus orientation
• Lesson and study plans
• Personal instructor email support
• Comprehensive Knowledge Journal
• EverGreen Online Research Library
• Knowledge Bureau calculators
• Testing and certification
• CE/CPD accreditation

Marking Guide

Case Studies
Final Exam
Passing Grade
Honours Achievement

All students who pass the course will receive a certificate. Students who receive a mark of 90% or better will receive a gold honours bar on their certificates.

CE | CPD Credits

Knowledge Bureau | 30 CPE credits

Please read the Standards of Conduct. Designates of Knowledge Bureau require 15 CE/CPD credits before year end to re-license their registered marks for the next calendar year.

Please contact us to stay onside with your re-licensing requirements and to receive your VIP designate rates on your tuition fees.


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Complement your online education with CE Summits. Held in November, January and May, these one-day, instructor-led workshops offer peer-to-peer learning experiences to students who prefer studying in groups.


Annual three-day Distinguished Advisor Conferences focus on finding solutions for the challenges faced by businesses in a global marketplace.

Knowledge Base

Tap into a comprehensive, centralized clearinghouse of trusted information, including great books, Knowledge Bureau Report, online calculators and research libraries.