What You’ll Achieve
By the end of this course, you will be able to:
Who This Course Is For
This course is ideal for:
- Accountants and tax preparers working with incorporated professionals
- Bookkeepers looking to move into corporate tax
- Professionals supporting doctors, dentists, consultants, etc.
- Students or beginners who want practical, real-world T2 skills
- Anyone tired of “theory-heavy” learning and wants a clear system
🚫 This Course Is Not For
- Absolute beginners with no accounting or tax background
- Individuals looking for personal (T1) tax training
- Those seeking theory-only content without practical application
What’s Included
Hours of Structured Video Training
T2 Filing Workflow
Full Case Studies (Medical + Dental Practices)
Exercises in Every Module
(Income, CCA, SBD, Compensation)
Guided Learning Path
Curriculum
🏢 Module 0 – Course Orientation
- ✅ How to use the course effectively
- ✅ Learning pathway based on your level
- ✅ Simulation & case-based approach explained
- ✅ How to use the course effectively
- ✅ Learning pathway based on your level
- ✅ Simulation & case-based approach explained
📊 Module 1 – Foundation & T2 Orientation
- ✅ How professional corporations are taxed
- ✅ Core T2 workflow (big picture)
- ✅ Key schedules & tax vs accounting income
- ✅ Prepare you for Modules 2–7
- ✅ How professional corporations are taxed
- ✅ Core T2 workflow (big picture)
- ✅ Key schedules & tax vs accounting income
- ✅ Prepare you for Modules 2–7
📘 Module 2 – Income Classification & SIB Rules
- ✅ Structure and tax treatment of professional corporations
- ✅ Small Business Deduction (SBD) basics
- ✅ Key differences vs regular corporations
- ✅ Why professionals incorporate (real-world context)
- ✅ Start of hands-on case: Southgate Medical PC
- ✅ Structure and tax treatment of professional corporations
- ✅ Small Business Deduction (SBD) basics
- ✅ Key differences vs regular corporations
- ✅ Why professionals incorporate (real-world context)
- ✅ Start of hands-on case: Southgate Medical PC
📈 Module 3 – Expenses & Assets
- ✅ Deductible vs non-deductible expenses
- ✅ Common expenses in medical/dental practices
- ✅ Capital assets vs current expenses
- ✅ Capital Cost Allowance (CCA) + half-year rule
- ✅ Continuing Southgate Medical PC (from Module 2)
- ✅ Deductible vs non-deductible expenses
- ✅ Common expenses in medical/dental practices
- ✅ Capital assets vs current expenses
- ✅ Capital Cost Allowance (CCA) + half-year rule
- ✅ Continuing Southgate Medical PC (from Module 2)
💡 Module 4 – Passive Income & Tax Planning
- ✅ Active vs passive income breakdown
- ✅ Understanding AAII (Adjusted Aggregate Investment Income)
- ✅ SBD reduction rules and thresholds
- ✅ Step-by-step calculation of SBD impact
- ✅ Real case application with planning insights
- ✅ Continuing Southgate Medical PC scenario
- ✅ Active vs passive income breakdown
- ✅ Understanding AAII (Adjusted Aggregate Investment Income)
- ✅ SBD reduction rules and thresholds
- ✅ Step-by-step calculation of SBD impact
- ✅ Real case application with planning insights
- ✅ Continuing Southgate Medical PC scenario
🕒 Module 5 – Physician Compensation Planning
- ✅ Salary vs dividends (clear, practical comparison)
- ✅ Eligible vs non-eligible dividends explained
- ✅ Corporate–personal tax integration simplified
- ✅ Compensation planning strategies for professionals
- ✅ Scenario-based exercises (salary, dividend, combined)
- ✅ Continuing Southgate Medical PC scenario
- ✅ Salary vs dividends (clear, practical comparison)
- ✅ Eligible vs non-eligible dividends explained
- ✅ Corporate–personal tax integration simplified
- ✅ Compensation planning strategies for professionals
- ✅ Scenario-based exercises (salary, dividend, combined)
- ✅ Continuing Southgate Medical PC scenario
🎯 Module 6 – Preparing the T2 Return
- ✅ Connecting financial statements to T2
- ✅ Step-by-step completion of key schedules (S1, S7, S8, S50)
- ✅ Income reconciliation (accounting → tax)
- ✅ Final tax calculation process
- ✅ Common CRA audit risk areas to watch
- ✅ Continuing Southgate Medical PC scenario
- ✅ Connecting financial statements to T2
- ✅ Step-by-step completion of key schedules (S1, S7, S8, S50)
- ✅ Income reconciliation (accounting → tax)
- ✅ Final tax calculation process
- ✅ Common CRA audit risk areas to watch
- ✅ Continuing Southgate Medical PC scenario
📜Module 7 – Capstone Case (Full Application)
- ✅ Complete T2 workflow on a new case (BrightSmile Dental PC)
- ✅ Apply income adjustments, CCA, and SBD rules
- ✅ Analyze passive income impact on taxes
- ✅ Work through compensation decisions (salary vs dividend)
- ✅ Build end-to-end confidence with full case execution
- ✅ Complete T2 workflow on a new case (BrightSmile Dental PC)
- ✅ Apply income adjustments, CCA, and SBD rules
- ✅ Analyze passive income impact on taxes
- ✅ Work through compensation decisions (salary vs dividend)
- ✅ Build end-to-end confidence with full case execution

Meet Your Instructor
Harsh Oza is the Founder of FinTech College with 30+ years of experience in tax and accounting.
He has trained 2,500+ students across Canada and worked with 450+ businesses.
His teaching focuses on practical, real-world application of T2 and corporate taxation.
What Students Say
Frequently Asked Questions
Is this course beginner-friendly?
Yes — but basic accounting knowledge is recommended. A beginner pathway is included.
Is this theory or practical?
Highly practical. You’ll work through real case simulations, not just concepts.
Will I learn how to actually prepare a T2 return?
Yes — the course walks you through the full process step-by-step.
What types of corporations are covered?
Professional corporations (medical, dental, consulting, etc.).
Does this include tax planning or just compliance?
Both — including SBD impact, passive income, and compensation strategies.
How long is the course?
The course is 5+ hours, designed to be concise and actionable.
What is the refund policy?
We offer a 14-day results-based money-back guarantee.
To ensure fair use, refund requests require either:
- Completion of key course modules, or
- Proof of reasonable attempt (e.g., worksheets or exercises completed)
Will I get a certificate?
Yes, upon completing the course requirements.
Can I learn at my own pace?
Yes — it’s fully self-paced.
Ready to Confidently Prepare T2 Returns for Professional Corporations?
A structured, step-by-step system to take you from financials to final filing using real case studies.
✅ Practical Case-Based Training • Self-Paced • Lifetime Access

