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Personal Taxation 101

This foundational module introduces learners to the general framework of how individuals are taxed under Canadian law. It covers the classification of income (employment, business, property, and capital), personal tax credits, deductions, and the progressive rate system. Special attention is given to the computation of taxable income and tax payable, with practical examples to reinforce compliance and planning concepts. Learners will also explore tax return filing requirements, instalments, and penalties, as well as how to apply the marginal rate system to various income types in both planning and compliance contexts.

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Course Overview

This foundational module introduces learners to the general framework of how individuals are taxed under Canadian law. It covers the classification of income (employment, business, property, and capital), personal tax credits, deductions, and the progressive rate system. Special attention is given to the computation of taxable income and tax payable, with practical examples to reinforce compliance and planning concepts. Learners will also explore tax return filing requirements, instalments, and penalties, as well as how to apply the marginal rate system to various income types in both planning and compliance contexts.

Course Curriculum

Comprehensive, structured learning path

Video Lessons
Resources
Assessments
Certificate

Course Curriculum

2 modules • 5 lessons • 0.8h total

Video Lessons
Assessments
Certificate

Module 1: Video

2 lessons • 20 min
  • Video 1
    ~10 min
    Members Only
  • Video 2
    ~10 min
    Members Only

Module 2: PDF

3 lessons • 30 min
  • Case Study 1
    ~10 min
    Members Only
  • Case Study 2
    ~10 min
    Members Only
  • Course PDF
    ~10 min
    Members Only
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Course Details

Duration
CE Credits
Level
Category
Accreditation
CPA Canada

Canadian Accountant Training Institute

Professional development for Canadian accountants since 2019

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