This evergreen course provides a comprehensive overview of personal tax topics within the context of T1 personal tax return preparation.

This evergreen course offers a practical, real-world overview of personal tax topics through the lens of T1 tax return preparation, designed specifically for non-practitioners. It provides a solid understanding of key tax concepts without delving into overly technical details, making it ideal for accountants and financial professionals in industry or government seeking a strong refresher.
With a focus on high-risk tax areas and common CRA review triggers—especially in real estate and rental contexts—the course emphasizes family-based scenarios and real-world applications over textbook rules. You’ll gain clarity on how personal tax returns are assessed and reviewed, equipping you with valuable insights into CRA practices.

Professional Accountant and Director of SBC Knowledge Systems Inc
I am a professional accountant and Director of SBC Knowledge Systems Inc. I have been practicing accounting and offering independent financial and business advice for over 20 years. I am the creator of a number of courses dealing with business, tax and investment matters that are designed to make difficult topics easy to understand for everyone.
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.