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Live Session Calendar

Here’s What You Will Learn

Practical, step-by-step training with live classes and lifetime recordings.

Personal Tax Training

Day 1: How to Set Up CRA Access and Prepare a Basic T1 Return

Sat, May 23, 2026
Lifetime Recordings
  • CRA account overview: SIN account and representative account
  • Rep ID, EFILE registration, filing deadlines and who needs to file
  • Prepare a student tax return and a basic T4 return
  • Ontario Trillium Benefit and Canada Grocery & Essential Benefit
  • C-Letter and T183 authorization

Day 2: How to Prepare First-Time, Family and Self-Employed Returns

Sun, May 24, 2026
Lifetime Recordings
  • First-time filer benefits and the RC151 web form
  • Marital status, spouse return and Schedule 2
  • Dependant worksheet, dependant return and childcare expenses
  • Self-employed returns for Uber, Lyft and Hopp drivers
  • Motor vehicle expenses, CCA and interest calculations

Day 3: How to Use Auto-Fill, T2125 and HST Filing

Sat, May 30, 2026
Lifetime Recordings
  • Auto-Fill My Return, carry forward and prior-year returns
  • T4A income and T2125 business schedules
  • Commission, business and real estate income
  • Buying versus leasing a motor vehicle
  • Taxable, zero-rated and exempt HST supplies
  • HST registration through BRO and filing through CRA My Business Account and NETFILE

Day 4: How to Report Rental Income and Employment Expenses

Sun, May 31, 2026
Lifetime Recordings
  • Entire-property and partial-property rental income
  • Full-year and part-year rentals; sole ownership and co-ownership
  • T2200 and T777WS employment expenses
  • Motor vehicle and work-from-home expenses
  • CWB, ACWB, RC210 and CTC
  • Tuition transfer, disability credit, student loan interest, carrying charges and union dues

Day 5: How to Handle Tax Slips, Tax Planning and Capital Gains

Sat, June 6, 2026
Lifetime Recordings
  • T4E employment insurance income
  • T1M moving expenses and TL2 meal and lodging expenses
  • RRSP, TFSA and FHSA planning
  • How to choose an account and decide how much to contribute
  • Capital gains from shares and real estate
  • Principal residence exemption, investment properties, Home Buyers’ Credit, UHT, T5, T5008 and cryptocurrency
  • Foreign income and foreign property reporting

Day 6: Tax Planning, Capital Gains and Foreign Reporting — Continued

Sun, Jun 7, 2026
Lifetime Recordings
  • T4E employment insurance income
  • T1M moving expenses and TL2 meal and lodging expenses
  • RRSP, TFSA and FHSA planning
  • How to choose an account and decide how much to contribute
  • Capital gains from shares and real estate
  • Principal residence exemption, investment properties, Home Buyers’ Credit, UHT, T5, T5008 and cryptocurrency
  • Foreign income and foreign property reporting

Incorporation Training

Day 1: How to Complete a Federal Incorporation

Sat, Jun 13, 2026
Lifetime Recording
  • Set up a GCKey account
  • Complete a named corporation registration
  • Complete a numbered corporation registration
  • Understand incorporation approval emails
  • File corporate annual returns
  • Prepare and maintain corporate documents
  • Certificate of Compliance
  • Director and registered-address changes
  • Corporation Key and share registry

Day 2: How to Plan a Corporation and Set Up CRA Business Accounts

Sun, Jun 14, 2026
Lifetime Recordings
  • Why a business may choose to incorporate
  • Corporation benefits and the consultation process
  • Salary versus self-employment versus corporation
  • CRA business authorization and account access
  • Taxable, zero-rated and exempt HST supplies
  • Set up RT, RP and RZ program accounts through BRO

Accounting & Bookkeeping Training

Day 1: How to Set Up QuickBooks Online and a Chart of Accounts

Sat, Jul 4, 2026
Lifetime Recordings
  • Understand financial statements
  • Learn the golden rules of accounting
  • Cash accounting versus accrual accounting
  • Accountant versus bookkeeper responsibilities
  • Set up a company in QBO Accountant
  • Import, create, edit and merge chart-of-account items

Day 2: How to Record Bookkeeping Transactions in QuickBooks

Sun, Jul 5, 2026
Lifetime Recordings
  • Create invoices and bills
  • Receive customer payments
  • Use undeposited funds and bank deposits
  • Record sales receipts and expenses
  • Use receipt capture and recurring transactions
  • Understand the effect on accounts receivable, accounts payable and financial statements

Day 3: How to Set Up HST, Bank Feeds and Automation in QuickBooks

Sat, Jul 11, 2026
Lifetime Recordings
  • Activate the HST module
  • Set provincial tax rates and custom tax rates
  • Understand taxable, zero-rated, exempt and out-of-scope transactions
  • Set the filing frequency and fiscal year
  • Connect bank accounts and upload bank statements
  • Categorize transactions and handle uncategorized, pending and posted items
  • Complete bulk categorization and create automation rules
  • Understand the impact on financial statements

Day 4: How to Complete Bank Reconciliation and Month-End Closing

Sun, Jul 12, 2026
Lifetime Recordings
  • Enter opening bank balances
  • Complete the first bank reconciliation
  • Perform monthly and yearly reconciliations
  • Complete month-end closing
  • Complete year-end closing
  • Record adjusting entries in QuickBooks

Day 5: How to Finalize Financials and Onboard QuickBooks Clients

Sat, Jul 18, 2026
Lifetime Recordings
  • Complete a year-end bookkeeping checklist
  • Compare year-to-year profit and loss statements
  • Compare year-to-year balance sheets
  • Review advanced HST tax codes and HST reports
  • Complete HST filing
  • Onboard a new QuickBooks client
  • Set up the QBO Accountant team, user roles and permissions

Payroll Training

Day 1: How to Set Up Payroll and Meet CRA Remittance Rules

Sun, Jul 19, 2026
Lifetime Recordings
  • Add employees to the payroll system
  • Create a payroll schedule
  • Process payroll and set up direct deposit
  • Calculate CPP, EI and income tax deductions
  • Understand the PD7A remittance
  • Monthly and quarterly remittance frequencies
  • CRA payroll remittance deadlines

Day 2: How to Prepare ROEs, WSIB Returns and T4s

Sat, Jul 25, 2026
Live Class + Lifetime Recordings
  • Issue an ROE through ROE Web
  • Prepare a paper ROE
  • Complete WSIB registration
  • Prepare and file WSIB returns
  • Prepare employee T4 slips
  • File year-end payroll information and understand the deadlines

Day 3: QuickBooks and Payroll Revision and Practice

Sun, Jul 26, 2026
Live Class + Lifetime Recordings
  • Complete QuickBooks revision
  • Complete payroll revision
  • Review practical bookkeeping transactions
  • Review payroll calculations and remittances
  • Questions and answers
  • Practical case exercises

Corporation Tax Training

Day 1: How to Set Up Corporate CRA Accounts and Use Hubdoc

Sat, Aug 1, 2026
Live Class + Lifetime Recordings
  • Why businesses incorporate
  • Corporation benefits, consultations and record-keeping
  • Salary versus self-employment versus corporation
  • CRA business authorization and account access
  • Taxable, zero-rated and exempt HST supplies
  • Input tax credits and HST elections
  • Set up RT, RP and RZ accounts through BRO
  • Set up Hubdoc and convert bank-statement PDFs into Excel files

Day 2: How to Prepare Corporate Tax Returns and Deduct Expenses

Sun, Aug 2, 2026
Live Class + Lifetime Recordings
  • Select a corporate fiscal year-end
  • Understand corporate tax filing and payment deadlines
  • Identify common corporate business expenses
  • Home-office and vehicle expenses
  • Corporate write-off rules
  • Expense categories for different business types
  • Practical case: Restaurant client

Day 3: How to Calculate CCA and Collect Corporate Tax Documents

Sat, Aug 8, 2026
Live Class + Lifetime Recordings
  • Understand common CCA classes
  • Apply the half-year rule
  • Track undepreciated capital cost
  • Carry CCA balances forward
  • Use CCA for tax planning
  • Document requirements for existing and new clients
  • Practical case: Professional-service and IT client

Day 4: How to Understand CCPC Tax and Salary Versus Dividends

Sun, Aug 9, 2026
Live Class + Lifetime Recordings
  • CCPC eligibility and corporate tax fundamentals
  • Small-business tax rates and the $500,000 business limit
  • Eligible versus non-eligible dividends
  • Salary versus dividends for shareholders
  • Shareholder-loan rules and tax consequences
  • Corporate and personal tax integration and the dividend tax credit
  • Employee versus independent contractor
  • CPP, EI, T4, T4A, withholding and GST/HST requirements
  • Practical case: Truck driver

Day 5: Corporation Tax Revision and Practice

Sat, Aug 15, 2026
Live Class + Lifetime Recordings
  • Complete corporation tax revision
  • Review corporate tax concepts
  • Review deductions and tax-planning opportunities
  • Work through practical corporate-tax cases
  • Questions and answers

Day 6: How to Handle Asset Purchases, Disposals and Trucking Taxes

Sun, Aug 16, 2026
Live Class + Lifetime Recordings
  • Asset purchase versus share purchase
  • Buyer liabilities and potential CRA exposure
  • Accounting treatment of business purchases
  • UCC, written-down value, sale proceeds and CCA recapture
  • Terminal loss and capital gain
  • Deductible expenses for owner-operator truck drivers
  • Truck CCA and business-loan interest
  • Purchase versus capital lease versus operating lease
  • Practical case: Truck owner

Day 7: How to Report Passive Income and Use Holding Companies

Sat, Aug 22, 2026
Live Class + Lifetime Recordings
  • Active business income versus investment income
  • Differences in corporate tax rates and corporate refund mechanisms
  • Schedule 1 and Schedule 7
  • Basic holding-company structures, benefits and disadvantages
  • Direct and indirect ownership of associated corporations
  • Sharing the small-business deduction limit
  • Schedule 23 and prorated business limits
  • Corporate capital-gain planning and the Capital Dividend Account
  • Tax-free capital-dividend distributions

Day 8: How to Apply Losses, Wind Up a Corporation and Complete a Revival

Sun, Aug 23, 2026
Live Class + Lifetime Recordings
  • Carry business losses forward or back
  • Carry capital losses forward or back
  • Prepare the final T2 corporate tax return
  • File Articles of Dissolution
  • Understand corporation-revival eligibility
  • Complete the corporation-revival process

Special Bonus Sessions

Day 1: Personal Tax Marketing Session

Sat, Jun 20, 2026
Lifetime Recordings
  • Personal tax client acquisition
  • How to promote personal tax services
  • How to communicate the value of your services
  • Practical promotion ideas for tax season

Day 2: Corporation Tax Marketing Session

Sat, Aug 29, 2026
Live Class + Lifetime Recordings
  • Corporate tax client acquisition
  • How to promote corporation tax services
  • How to explain the value of corporate tax planning
  • Practical promotion ideas for accounting professionals

Day 3: CRA Audit Handling

Sun, Aug 30, 2026
Live Class + Lifetime Recordings
  • CRA audit-handling process
  • How to review an audit request
  • How to organize supporting documents
  • How to communicate during a CRA review or audit
  • Common audit issues and practical handling
This is a tentative calendar for paid members. Please check the Community Events section for confirmed dates and upcoming live sessions.

Here’s What You Will Learn

Practical, step-by-step training with live classes and lifetime recordings.

Personal Tax Training

Day 1: How to Set Up CRA Access and Prepare a Basic T1 Return

Sat, Sep 19, 2026
Live Class + Lifetime Recordings
  • CRA account overview: SIN account and representative account
  • Rep ID, EFILE registration, filing deadlines and who needs to file
  • Prepare a student tax return and a basic T4 return
  • Ontario Trillium Benefit and Canada Grocery & Essential Benefit
  • C-Letter and T183 authorization

Day 2: How to Prepare First-Time, Family and Self-Employed Returns

Sun, Sep 20, 2026
Live Class + Lifetime Recordings
  • First-time filer benefits and the RC151 web form
  • Marital status, spouse return and Schedule 2
  • Dependant worksheet, dependant return and childcare expenses
  • Self-employed returns for Uber, Lyft and Hopp drivers
  • Motor vehicle expenses, CCA and interest calculations

Day 3: How to Use Auto-Fill, T2125 and HST Filing

Sat, Sep 26, 2026
Live Class + Lifetime Recordings
  • Auto-Fill My Return, carry forward and prior-year returns
  • T4A income and T2125 business schedules
  • Commission, business and real estate income
  • Buying versus leasing a motor vehicle
  • Taxable, zero-rated and exempt HST supplies
  • HST registration through BRO and filing through CRA My Business Account and NETFILE

Day 4: How to Report Rental Income and Employment Expenses

Sun, Sep 27, 2026
Live Class + Lifetime Recordings
  • Entire-property and partial-property rental income
  • Full-year and part-year rentals; sole ownership and co-ownership
  • T2200 and T777WS employment expenses
  • Motor vehicle and work-from-home expenses
  • CWB, ACWB, RC210 and CTC
  • Tuition transfer, disability credit, student loan interest, carrying charges and union dues

Day 5: How to Handle Tax Slips, Tax Planning and Capital Gains

Sat, Oct 3, 2026
Live Class + Lifetime Recordings
  • T4E employment insurance income
  • T1M moving expenses and TL2 meal and lodging expenses
  • RRSP, TFSA and FHSA planning
  • How to choose an account and decide how much to contribute
  • Capital gains from shares and real estate
  • Principal residence exemption, investment properties, Home Buyers’ Credit, UHT, T5, T5008 and cryptocurrency
  • Foreign income and foreign property reporting

Day 6: Tax Planning, Capital Gains and Foreign Reporting — Continued

Sun, Oct 4, 2026
Live Class + Lifetime Recordings
  • T4E employment insurance income
  • T1M moving expenses and TL2 meal and lodging expenses
  • RRSP, TFSA and FHSA planning
  • How to choose an account and decide how much to contribute
  • Capital gains from shares and real estate
  • Principal residence exemption, investment properties, Home Buyers’ Credit, UHT, T5, T5008 and cryptocurrency
  • Foreign income and foreign property reporting

Day 7: Personal Tax Revision and Practical Case Review

Sat, Oct 10, 2026
Live Class + Lifetime Recordings
  • Complete personal tax revision
  • Review the important concepts covered in previous classes
  • Practical tax-return exercises
  • Questions and answers
  • Common filing mistakes and corrections

Incorporation Training

Day 1: How to Complete a Federal Incorporation

Sat, Oct 17, 2026
Live Class + Lifetime Recording
  • Set up a GCKey account
  • Complete a named corporation registration
  • Complete a numbered corporation registration
  • Understand incorporation approval emails
  • File corporate annual returns
  • Prepare and maintain corporate documents
  • Certificate of Compliance
  • Director and registered-address changes
  • Corporation Key and share registry

Day 2: How to Plan a Corporation and Set Up CRA Business Accounts

Sun, Oct 18, 2026
Live Class + Lifetime Recordings
  • Why a business may choose to incorporate
  • Corporation benefits and the consultation process
  • Salary versus self-employment versus corporation
  • CRA business authorization and account access
  • Taxable, zero-rated and exempt HST supplies
  • Set up RT, RP and RZ program accounts through BRO

Accounting & Bookkeeping Training

Day 1: How to Set Up QuickBooks Online and a Chart of Accounts

Sat, Oct 24, 2026
Live Class + Lifetime Recordings
  • Understand financial statements
  • Learn the golden rules of accounting
  • Cash accounting versus accrual accounting
  • Accountant versus bookkeeper responsibilities
  • Set up a company in QBO Accountant
  • Import, create, edit and merge chart-of-account items

Day 2: How to Record Bookkeeping Transactions in QuickBooks

Sun, Oct 25, 2026
Live Class + Lifetime Recordings
  • Create invoices and bills
  • Receive customer payments
  • Use undeposited funds and bank deposits
  • Record sales receipts and expenses
  • Use receipt capture and recurring transactions
  • Understand the effect on accounts receivable, accounts payable and financial statements

Day 3: How to Set Up HST, Bank Feeds and Automation in QuickBooks

Sat, Oct 31, 2026
Live Class + Lifetime Recordings
  • Activate the HST module
  • Set provincial tax rates and custom tax rates
  • Understand taxable, zero-rated, exempt and out-of-scope transactions
  • Set the filing frequency and fiscal year
  • Connect bank accounts and upload bank statements
  • Categorize transactions and handle uncategorized, pending and posted items
  • Complete bulk categorization and create automation rules
  • Understand the impact on financial statements

Day 4: How to Complete Bank Reconciliation and Month-End Closing

Sun, Nov 1, 2026
Live Class + Lifetime Recordings
  • Enter opening bank balances
  • Complete the first bank reconciliation
  • Perform monthly and yearly reconciliations
  • Complete month-end closing
  • Complete year-end closing
  • Record adjusting entries in QuickBooks

Day 5: How to Finalize Financials and Onboard QuickBooks Clients

Sat, Nov 7, 2026
Live Class + Lifetime Recordings
  • Complete a year-end bookkeeping checklist
  • Compare year-to-year profit and loss statements
  • Compare year-to-year balance sheets
  • Review advanced HST tax codes and HST reports
  • Complete HST filing
  • Onboard a new QuickBooks client
  • Set up the QBO Accountant team, user roles and permissions

Payroll Training

Day 1: How to Set Up Payroll and Meet CRA Remittance Rules

Sun, Nov 8, 2026
Live Class + Lifetime Recordings
  • Add employees to the payroll system
  • Create a payroll schedule
  • Process payroll and set up direct deposit
  • Calculate CPP, EI and income tax deductions
  • Understand the PD7A remittance
  • Monthly and quarterly remittance frequencies
  • CRA payroll remittance deadlines

Day 2: How to Prepare ROEs, WSIB Returns and T4s

Sat, Nov 14, 2026
Live Class + Lifetime Recordings
  • Issue an ROE through ROE Web
  • Prepare a paper ROE
  • Complete WSIB registration
  • Prepare and file WSIB returns
  • Prepare employee T4 slips
  • File year-end payroll information and understand the deadlines

Day 3: QuickBooks and Payroll Revision and Practice

Sun, Nov 15, 2026
Live Class + Lifetime Recordings
  • Complete QuickBooks revision
  • Complete payroll revision
  • Review practical bookkeeping transactions
  • Review payroll calculations and remittances
  • Questions and answers
  • Practical case exercises

Corporation Tax Training

Day 1: How to Set Up Corporate CRA Accounts and Use Hubdoc

Sat, Nov 21, 2026
Live Class + Lifetime Recordings
  • Why businesses incorporate
  • Corporation benefits, consultations and record-keeping
  • Salary versus self-employment versus corporation
  • CRA business authorization and account access
  • Taxable, zero-rated and exempt HST supplies
  • Input tax credits and HST elections
  • Set up RT, RP and RZ accounts through BRO
  • Set up Hubdoc and convert bank-statement PDFs into Excel files

Day 2: How to Prepare Corporate Tax Returns and Deduct Expenses

Sun, Nov 22, 2026
Live Class + Lifetime Recordings
  • Select a corporate fiscal year-end
  • Understand corporate tax filing and payment deadlines
  • Identify common corporate business expenses
  • Home-office and vehicle expenses
  • Corporate write-off rules
  • Expense categories for different business types
  • Practical case: Restaurant client

Day 3: How to Calculate CCA and Collect Corporate Tax Documents

Sat, Nov 28, 2026
Live Class + Lifetime Recordings
  • Understand common CCA classes
  • Apply the half-year rule
  • Track undepreciated capital cost
  • Carry CCA balances forward
  • Use CCA for tax planning
  • Document requirements for existing and new clients
  • Practical case: Professional-service and IT client

Day 4: How to Understand CCPC Tax and Salary Versus Dividends

Sun, Nov 29, 2026
Live Class + Lifetime Recordings
  • CCPC eligibility and corporate tax fundamentals
  • Small-business tax rates and the $500,000 business limit
  • Eligible versus non-eligible dividends
  • Salary versus dividends for shareholders
  • Shareholder-loan rules and tax consequences
  • Corporate and personal tax integration and the dividend tax credit
  • Employee versus independent contractor
  • CPP, EI, T4, T4A, withholding and GST/HST requirements
  • Practical case: Truck driver

Day 5: Corporation Tax Revision and Practice

Sat, Dec 5, 2026
Live Class + Lifetime Recordings
  • Complete corporation tax revision
  • Review corporate tax concepts
  • Review deductions and tax-planning opportunities
  • Work through practical corporate-tax cases
  • Questions and answers

Day 6: How to Handle Asset Purchases, Disposals and Trucking Taxes

Sun, Dec 6, 2026
Live Class + Lifetime Recordings
  • Asset purchase versus share purchase
  • Buyer liabilities and potential CRA exposure
  • Accounting treatment of business purchases
  • UCC, written-down value, sale proceeds and CCA recapture
  • Terminal loss and capital gain
  • Deductible expenses for owner-operator truck drivers
  • Truck CCA and business-loan interest
  • Purchase versus capital lease versus operating lease
  • Practical case: Truck owner

Day 7: How to Report Passive Income and Use Holding Companies

Sat, Dec 12, 2026
Live Class + Lifetime Recordings
  • Active business income versus investment income
  • Differences in corporate tax rates and corporate refund mechanisms
  • Schedule 1 and Schedule 7
  • Basic holding-company structures, benefits and disadvantages
  • Direct and indirect ownership of associated corporations
  • Sharing the small-business deduction limit
  • Schedule 23 and prorated business limits
  • Corporate capital-gain planning and the Capital Dividend Account
  • Tax-free capital-dividend distributions

Day 8: How to Apply Losses, Wind Up a Corporation and Complete a Revival

Sun, Dec 13, 2026
Live Class + Lifetime Recordings
  • Carry business losses forward or back
  • Carry capital losses forward or back
  • Prepare the final T2 corporate tax return
  • File Articles of Dissolution
  • Understand corporation-revival eligibility
  • Complete the corporation-revival process

Day 9: Corporation Tax Revision and Practical Case Review

Sat, Dec 19, 2026
Live Class + Lifetime Recordings
  • Review advanced corporation tax concepts
  • Review loss applications and corporate reorganizations
  • Review active and passive income
  • Work through practical corporation tax cases
  • Questions and answers

Special Bonus Sessions

Day 1: Personal Tax Marketing Session

Sun, Oct 11, 2026
Live Class + Lifetime Recordings
  • Personal tax client acquisition
  • How to promote personal tax services
  • How to communicate the value of your services
  • Practical promotion ideas for tax season

Day 2: Corporation Tax Marketing Session

Sun, Dec 20, 2026
Live Class + Lifetime Recordings
  • Corporate tax client acquisition
  • How to promote corporation tax services
  • How to explain the value of corporate tax planning
  • Practical promotion ideas for accounting professionals

Day 3: CRA Audit Handling

Sat, Dec 26, 2026
Live Class + Lifetime Recordings
  • CRA audit-handling process
  • How to review an audit request
  • How to organize supporting documents
  • How to communicate during a CRA review or audit
  • Common audit issues and practical handling

Day 4: How to Market and Grow an Accounting Firm

Sun, Dec 27, 2026
Live Class + Lifetime Recordings
  • How to get accounting and tax clients
  • Build an effective online presence
  • Promote services through social media
  • Set up and improve a Google Business Profile
  • Generate referrals and use networking to build relationships
  • Improve client retention
  • Cross-sell and upsell additional services
  • Promote multiple accounting and tax services
This is a tentative calendar for paid members. Please check the Community Events section for confirmed dates and upcoming live sessions.