PDPA Taxation Module

The PDPA Taxation Module is designed to develop the competencies required to provide taxation services and advice. The module focuses on helping individuals and corporations meet their objectives, minimize tax obligations, and remain compliant with applicable tax laws and regulations.

Participants develop competencies in:

Tax compliance and tax planning for individuals and corporations
Tax considerations relating to partnerships and trusts
Tax governance, controls, and risk management
The interrelationship between taxation and financial reporting
The impact of tax considerations on business and investment decisions

The module also emphasizes the importance of considering the broader circumstances, objectives, and risk tolerance of all stakeholders when providing tax-related advice.

For more information, refer to the Taxation syllabus.

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Time Commitment

Participants should expect to spend approximately 13 to 17 hours per week completing online assignments and available practice materials. This estimate does not include time required to review prerequisite knowledge.

Self-Study

The PDPA Taxation Module is self-study and provides access to a facilitator for assignment marking and technical support. Participants may also choose to:

Attend an optional two-day weekend workshop alongside CPA Professional Education Program (CPA PEP) candidates; and
Submit assignments for facilitator feedback.

Learning Materials

Below is a summary of the learning materials for the PDPA Taxation module:

Material	Purpose
CPA Canada Learning Library (eBooks)	eBooks for technical studying that include written instruction, examples, e-lessons on key technical topics, summary problems, and practice multiple choice questions, as applicable. The eBooks are accessible within the technical review. The technical reviews are an optional technical study resource that contains diagnostic assessments, a personalized syllabus, and adaptive reviews for your module.
Unit quizzes	A quiz consisting of MCQs that have been selected to test your understanding of technical topics. Automated feedback is provided.
Integrated problems	Integrated problems that provide you with an opportunity to practice applying technical knowledge in an integrated manner. Debrief materials, including complete PDF and Excel solutions (if applicable) and feedback guides to self-assess performance.
Practice cases	Practice cases to hone your case writing skills and apply technical knowledge in a time-constrained scenario. Debrief materials, including complete PDF and Excel solutions (if applicable) and feedback guides to self-assess performance. Note that practice case feedback guides are provided in the core and elective modules to assist with debriefing. They are not intended to mimic the marking guides used by the CPA Canada Evaluations group. Annotated practice cases that explain how to use and organize the facts in the case. Sample candidate responses, including a completed feedback guide

* Although these activities are optional, it is strongly recommended that registrants complete these activities to increase their chances of successfully passing the PDPA Taxation examination.

PDPA Taxation Examination

The examination for the PDPA Taxation module is four hours long and comprises two cases (150 minutes allotted for this section) and objective-style questions, such as multiple-choice questions and task-based simulations (90 minutes allotted for this section). See the Taxation Examination Blueprint for more information.

Check out the Taxation Examination Blueprint