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Courses/Accounting & Tax/Income Tax

Personal Income Tax Study 2025

Essential Tax Filing Concepts and Case Study Application.

Created byAJAG Professional Developmentworkspace_premium
5.0
(885 reviews)
BeginnerUpdated Aug 21, 2025
Personal Income Tax Study 2025

What You'll Learn

check_circleReview key personal income tax filing requirements and updates.
check_circleUnderstand tax implications of employment, foreign, and investment income.
check_circleApply tax rules for deductions, credits, and exemptions through a case study.
check_circleLearn reporting obligations for TOSI, T1135, and allowable business investment losses.

About This Course

This course is directed at practitioners interested in a basic personal income tax preparation refresher. Tax issues to be covered in the case study will include:

  • Who must file
  • What’s new
  • Employment income
  • Foreign income
  • Pension splitting
  • Investment income
  • TOSI
  • Allowable business investment losses
  • Principal residence exemption
  • Capital gains
  • Employment expenses
  • Medical expenses
  • Disability tax credit
  • T1135 reporting

Prior to the course, participants will receive a case study involving the preparation of a personal tax return.

Your Instructor

AJAG Professional Development
AJAG Professional Development
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star8,743 reviews

AJAG Professional Development was founded in 2003 with a mission of making professional development easier and more cost-effective for Canadian accountants and other financial advisory professionals. Our comprehensive range of flexible and reasonably-priced courses, programs and seminars are delivered online and in classroom-style settings in the Greater Toronto Area (Toronto, Oakville and Markham). AJAG features a roster of highly-qualified instructors who deliver content that is pertinent, up-to-date and engaging.

Credit Information

Is this course eligible for my CPD requirements as a Canadian CPA?

Provincial regulators of CPAs in Canada do not require that independent providers of CPD be approved to offer courses. Instead, individual CPAs are responsible for assessing whether a CPD activity meets their requirements, and may take activities from any source provided those requirements are met.

Every course offered on LearnFormula is delivered by a qualified subject matter expert or learning organization, and advances learning objectives that are relevant to the responsibilities or professional competencies of Canadian CPAs. All activities on LearnFormula are quantifiable in terms of hours, and are also verifiable, in that users receive documented evidence of their attendance via a certificate of completion after finishing a course (and this certificate is stored by LearnFormula indefinitely). Nearly 100,000 Canadian CPAs successfully satisfy their CPD requirements via LearnFormula on an annual basis.

What Students Are Saying

5.0
Student's Choice
885 reviews

Frequently Asked Questions

We are a registered provider with 327+ associations and regulatory bodies worldwide. We operate across 29 global markets including Canada, the US, Australia, and the UK. Every course page clearly displays its specific accreditations. Upon completion, you receive a professional certificate that can be validated online. Our certificates include all necessary accreditation details, credit hours, and completion dates, and are formatted specifically to meet the submission requirements of most global regulatory bodies.