Income Splitting

Income Splitting Worksheet

The Income Splitting Worksheet quantifies the net cash benefits available by using various income splitting strategies.

This worksheet is popular when suggesting a new strategy, or proving the tax savings from one already implemented.

Whether a client is looking to pay a family member a salary, share CPP benefits, or take advantage of other opportunities, this worksheet easily shows your clients the value.

 YouTube video

YouTube video

 Download PDF

Download PDF


Main interface

Existing personal income

Existing personal credits and deductions

Marginal personal income

Marginal personal credits and deductions

Marginal personal federal tax calculations

Marginal personal provincial tax calculations

Personal net cash summary

Personal net tax summary


  • Income Splitting Worksheet (Standard)
  • Income Splitting Worksheet (Simple)