T2125 workshop Nov 24 2012 followup

Yesterday, the Surrey Langley North Delta chapter of CGA hosted an event on T2125. The links for this presentation are passworded and the people who attended have the password. Thanks for the positive feedback on your forms!

I've added the YouTube link for the 49 minute video on my channel about internal controls on payables using QuickBooks software; and there's now link to download and SAVE AS the *QBB file and the Profile T1 2011 data file as shown in yesterday's workshop. I've also posted the Home Office page link.

If you're considering public practice, you must be registered as a CGA at some level of public practice (there are multiple levels). You definitely can't be a retired CGA if you plan to do anything more than data entry and checking the work. Why? Because as a retired CGA you don't need to keep current. It's that simple.

If you are self-employed or on contract, and prepare any tax returns or do any summarization or analysis leading to or completion of compliance work, even if you don't sign off on T1s, T2s, T3s, T3 Supp, T4s, T5s, T5018s, GST/HST, PST, WCB reporting, etc and charge for doing so, registration is required. You'd be much better off getting hired as an employee instead. If you volunteer, it's necessary to check in with CGA BC first as well. Contact the CGA BC office next week as that isn't my area of expertise.

What do I do? I am a social media maven it seems, much to my surprise, as I was just having fun exploring the medium when my friend Merge @mergespeaks shone a very bright light on what I was doing at a CGA conference on social media in Whistler several years ago now. I present workshops, live online, usually for IPBC, but also for private clients looking for online training. I do some live in person events, and consult and coach business owners, accountants and bookkeepers on mastering the use of software, specifically QuickBooks, Quicken, and Profile software. I love to research tax topics to write articles for publications and to share with fellow CGAs and other groups I participate in via LinkedIn and a CGA's Only tax study group. I have a short, exclusive tax client list, enough work to keep me and my clients happy. I love my life.