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Personal Tax Scenario

Comprehensive net cash results calculated with bleeding-edge tax rates

Deliver superb results to every client, every time, quickly and easily!

TTI’s Personal Tax Scenario worksheet is built for flexibility worksheet projects the tax effects of income, deduction, and tax credit situations and determines after tax amounts.

TTI’s robust tax engines support a comprehensive list of total and marginal incomes, deductions, non-refundable credits, refundable credits, transfer payments, and more. Complex elements such as TOSI, AMT, Capital Gains Exemptions, Foreign Income and Foreign Tax Credits, Donations, and much more are supported.

 Other highlights include:

  • 2024 rates and credits
  • New AMT calculations for 2024+
  • New First Home Savings Account
  • Projected tax rates through to 2031
  • Discretionary amounts optimizer
  • Eight side-by-side tax engines
  • Support for up to six dependants
  • Complete Federal and provincial transfer payments
  • Provincial refundable credits
  • Multiple branded charts highlights results
  • Written reports to explain scenario outcomes

Personal Tax Scenario packages also include TTI’s Prescribed Loan worksheet, which determines the benefits of income splitting.

Personal Tax Scenario – Base Total Income

Personal Tax Scenario – Base Taxable Income

Personal Tax Scenario – Base Foreign Income

Personal Tax Scenario – Base CPP/EI Details

Personal Tax Scenario – Base Dependants

Personal Tax Scenario – Base Tax Credits

Personal Tax Scenario – Base Capital Property

Personal Tax Scenario – Base Stock Options

Personal Tax Scenario – Base Contributions and Carryforwards

Personal Tax Scenario – Base Contributions and Carryforwards (cont’d)

Personal Tax Scenario – Base Discretionary Amounts

Personal Tax Scenario – Base Dependants’ Discretionary Amounts

Personal Tax Scenario – Marginal Total Income

Personal Tax Scenario – Marginal Taxable Income

Personal Tax Scenario – Marginal Foreign Income

Personal Tax Scenario – Marginal CPP/EI Details

Personal Tax Scenario – Marginal Dependants

Personal Tax Scenario – Marginal Tax Credits

Personal Tax Scenario – Marginal Capital Property

Personal Tax Scenario – Marginal Stock Options

Personal Tax Scenario – Marginal Contributions and Carryforwards

Personal Tax Scenario – Marginal Contributions and Carryforwards (cont’d)

Personal Tax Scenario – Marginal Discretionary Amounts

Personal Tax Scenario – Marginal Dependants’ Discretionary Amounts

Personal Tax Scenario – Base Results

Personal Tax Scenario – Base Result Details

Personal Tax Scenario – Marginal Results

Personal Tax Scenario – Marginal Result Details

Personal Tax Scenario – Total Results

Personal Tax Scenario – Total Result Details

Report Text

Personal Tax Scenario – Base Cash Chart

Personal Tax Scenario – Marginal Cash Chart

Personal Tax Scenario – Total Cash Chart

Personal Tax Scenario – Base Tax Chart

Personal Tax Scenario – Marginal Tax Chart

Personal Tax Scenario – Total Tax Chart

 

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