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所在平台: Udemy |
课程主页: https://www.udemy.com/course/2022-canadian-t1-personal-tax-preparation-guide/
课程评论：没有评论
课程名称：加拿大T1个人税务准备指南 课程概述：这是关于如何使用TaxPrep T1软件准备加拿大个人税务申报的最全面的在线课程。 受益人群：此课程适合希望扩展或更新Taxprep T1税务软件知识的个人。无论是想要快速重温T1准备过程的人，还是计划在业余时间启动T1业务的人都可以从中受益。此外，课程也非常适合准备申请CPA/CA及公共会计公司入门职位的新毕业生/实习生以及希望通过提供T1准备服务来扩展业务的自由职业簿记员。 学习目标： - 从头到尾学习如何准备个人税务申报。 - 了解如何设置客户档案及在Taxprep中导航。 - 创建家庭档案并识别可能的税务规划机会。 - 确定并申报不可退税的税收抵免，如公共交通、捐赠、医疗费用、学费、教科书及教育金额、政府提供的学生贷款利息等。 - 处理各种T单：就业收入、投资收入（利息、股息）及其他收入。 - 理解常见的T单（T3、T4、T4A、T5、T4RIF、T4RSP、T2202A、T5013）。 - 报告资本资产如股票、建筑、车辆等的资本收益与损失。 - 报告投资收入。 - 报告专业费用、反担保费用、儿童看护、搬迁费用及RRSP等扣除额。 - 报告就业费用。 - 报告自雇业务收入及费用。 - 报告租赁收入及费用。 - 修改T1并申请损失回溯。 课程内容： 1. T1准备的七个步骤。 2. 客户识别及档案。 3. T单的处理。 4. 所有关于联邦税收抵免的知识。 5. T1夹及各类附表： - 附表1：联邦税计算 - 附表3：资本收益（或损失） - 附表4：投资收入声明 - 附表9：捐赠与礼物 - 附表11：学费及教育金额 6. 高级个人税务主题： - T2125#: 经营活动声明 - T776#: 租赁收入 - T777: 就业费用 - 促进最大税务退款的税务规划 - 关于RRSP规则及贡献限制的知识 - 其他相关的税务费用与计算问题。 通过本课程，学员将获得全面的个人税务准备知识并可以在实际工作中应用，适合希望攀升税务专业的各类人士。
The most comprehensive online course on how to prepare Canadian personal tax returns using a TaxPrep T1 Software.Who will Benefit:This course will benefit individuals who wish to expand or update their Taxprep T1 tax software working knowledge. Learn how prepare T1 and various tax schedules. Are looking for a quick refresher on preparing T1, if so this course is for you. Are planning to start a T1 business on the side? This course is also very useful for: People who want to do their taxes.New Grads/Co-ops & CPA students who are applying for entry-level jobs at CPA/CA and public accounting firms.Freelance Bookkeepers who want to expand their business by providing T1 preparation services.Learning ObjectivesLearn how to prepare a personal tax return from start to finish.How to set up a client file and navigate through TaxprepHow to create a family profile and identify possible planning opportunitiesHow to identify and claim non-refundable tax creditsHow to claim non-refundable tax credits (public transit, donations, medical expenses, tuition, textbook and education amount, interest on government-provided student loans, etc.)How to work with various T slips; employment income, investment income (interest, dividends) & other incomeUnderstanding the common T-Slips (T3, T4, T4A, T5, T4RIF, T4RSP, T2202A, T5013)How to report capital gains & losses on the disposition of capital property such as shares, building, vehicles, etc.How to report investment incomeHow to report deductions such as professional fees, carrying charges, child care, moving expense and RRSPHow to report employment expensesHow to report self-employed business income and expensesHow to report rental income and expensesHow to amend T1 and request loss carry backIntermediate Personal Tax TopicsPreparing T1 - 7 step processIdentification and client profileWorking with T-slipsAll about Federal Tax CreditsT1 jacket and SchedulesSchedule 1: Federal tax calculationSchedule 3: Capital gains (or losses)Schedule 4: Statement of investment incomeSchedule 9: Donations and giftsSchedule 11: Tuition and education amountsAdvance Personal Tax TopicsT2125#: Statement of business activitiesT2125#: Statement of professional activitiesT776#: Rental incomeT777: Employment expensesT778: Child care expensesABIL: Allowable business investment lossLoss: Net capital lossesLoss: Non-capital lossesRRSP: RRSP deductionSupport: Support paymentsTax planning to maximize tax refundChild support and spousal supportAll about RRSPs rules, contribution limitProfession fees and union duesChild care expenses and Moving ExpensesCarrying charges and interest expensesHome-Office expenseLoss carry back and carry forwardAuto and Travel Expense issuesLifetime capital gain exemptionCapital Assets and CCA-depreciation
