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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:

  • 2023 rates and credits
  • New AMT calculations for 2024+
  • New First Home Savings Account
  • Projected tax rates through to 2030
  • 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.