Walter Harder & Associates
Information Systems Consulting

Identification

Province

  

Taxpayer

Spouse

Children

Age
Income

Total income

Employment Income
Old Age Security pension
Eligible pension income
Employment insurance benefits
Canadian dividends (actual amount received from CCPC)
Canadian dividends (actual amount received from Public corp)
Dividend gross up
Other Ordinary Income: Interest, CPP, Foreign Pension, etc.
Capital gains (actual gain)
Non-taxable portion
Self-employment income (bus., prof., farm., fish.)

Total income
Deductions

Net income

RRSP deduction
Canada Pension Plan contributions on self employment earnings
Other deductions
Social benefit repayment (EI / OAS)

Net income

Taxable income

Deductions from net income

Taxable income
Federal Tax and Credits
Federal tax

Federal non-refundable tax credits

Basic personal amount
Age amount
Spouse or eligible dependant
CPP contributions
EI premiums
Pension income amount
Other personal amounts

Total

x Credit rate:

Total federal non-refundable credits
Donations and gifts
Donation credit
Dividend tax credit
Labour Sponsored Funds tax credit
CPP contributions payable on self employment
Social benefit repayment (EI / OAS)

Net federal tax
Ontario Tax and Credits
Provincial tax

Provincial non-refundable tax credits

Basic personal amount
Age amount
Spouse or eligible dependant
CPP contributions
EI premiums
Pension income amount
Other personal amounts

Total

x Credit rate:

Total provincial non-refundable credits
Donation credit
Dividend tax credit
Provincial surtax (plus OHP)

Net provincial tax

Summary

Total Payable
Tax deducted, Instalments, or Provincial or other credits

Refund

Balance Owing

Estimated GST Credit

Estimated Child Tax Benefit

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