This course is ideal for:

- Individuals who want to file their personal tax confidently.

- Self-employed contractors or people with T4A income.

- Students, new grads, or people switching into financial/tax roles.

- Small business owners wanting to manage their own personal taxes.

- Professionals (insurance, business, finance) wanting to expand services.

No formal tax qualification required. Basic comfort with numbers and using a computer is sufficient. All theory will be taught, and you’ll gain hands-on practice.

- Duration: 40 hours.

- Format includes a mix of theory and practical sessions on Wealthsimple.

- Schedule will be live sessions (dates/times announced), with assignments/practice in between.

You will learn how to prepare and file a T1-General return, including but not limited to:

- Reporting employment income (T4) & contract/self-employment income (T4A).

- Deductions & credits (e.g. RRSP, medical, tuition, charitable donations).

- Understanding tax slips & forms.

- Filing with Wealthsimple software.

- Case studies & practical exercises.

Yes — by the end of the training you’ll have enough knowledge to file both your own returns and help others (friends, family, clients), assuming you meet any CRA requirements for e-filing / representing them.

We will use Wealthsimple Tax in the practical parts of the course. You’ll get hands-on practice filling returns using that platform.

Our Professional Tax Filing Software training would be charged as an add on extra for $49 one time.

We’ll explain:

- Deductions reduce your taxable income.

- Non-refundable credits reduce the tax you owe but not below zero.

- Refundable credits can result in a refund even if you owe no taxes.

Missed sessions will not have any recordings. You can catch up on our next batch of the training though. Support will also be available to answer questions during the course.

We keep cohorts relatively small to ensure quality, interaction, and personalized attention. (You can insert specific max number if you have one, e.g. “max 20 participants per cohort.”)

The registration deadline will be announced in advance of the cohort start date.

Seats are limited; early registration is recommended.

Yes. You’ll have access to follow-up free support (via email or chat) for a certain period to clarify doubts (for example, first tax season after course).

2nd year of support would be chargeable $60/year though.

It helps if you have your own Wealthsimple account or are comfortable using tax software, but not strictly necessary. You will be guided step by step through how to use it in the course.

Please reach out before start date for complete refund.

After 1st class partial refund would be there.

Shorter, more focused format (40 hours) vs some longer, more comprehensive.

Emphasis on hands-on practice with Wealthsimple.

Practical case studies and real-life walk-throughs.

We regularly update the course content to reflect the latest CRA rules and any new or changing credits/deductions. For example, we cover updates from the latest federal budget, new incentives, etc.

While this course gives you the knowledge to file returns properly via Wealth Simple for yourself and your clients, registration with CRA (for EFILE, RepID etc.) has separate requirements which we can advise on. This course can help you get ready for yourself first but does not included CRA's EFile registration.

EFile registration would be required if you plan to work on our Professional Tax Software.

This 40-hour course focuses on common personal tax situations including T4, T4A, basic deductions & credits. There may be an overview/introduction to more complex topics, but we’ll not cover highly specialized or complex returns in full depth. An Advanced T1-General Course would include more complex returns though.

Payment is via credit card or debit card or via ETransfer is available. There is not instalment plan available. It would be a complete Fees paid after you have attended our Demo Lecture which would be announced well in advance when a new batch is released.

Yes, i do provide you with clients on a client by charge basis. This means, you could either work with me and i would provide you with clients and when i get paid by the client i could pay you for your time spent on that file. Alternatively, you could also get in your own clients and consult me on an hourly charge basis or also subscribe to my Live monthly Mentoring Service where i provide you Live help (at specific times) to handle your own clients. We could discuss this as to what fits your budget once your training is done or even before you start your training. I also provide Leads (on a paid basis) only to my students who have obtained the training from me.