Incorporation Savings

Incorporation Savings Worksheet

"Should I incorporate my business?" This classic question has a fresh solution with the Incorporation Savings Worksheet. Determine your client's cash needs, and let our worksheet show the results.

This worksheet projects the benefit of operating a business through a corporation vs. as a sole proprietorship, based on the after-tax cash needs of an individual.

We calculate the tax deferral available through incorporation under both salary and dividend scenarios for clear analysis. Our worksheet provides the quantitative analysis, and allows you to focus on qualitative considerations.

YouTube video

YouTube video

Download PDF

Download PDF

Main interface

Existing personal income

Existing personal credits and deductions

Marginal personal income

Marginal personal federal tax calculations

Marginal personal provincial tax calculations

Net cash summary

  • Incorporation Savings Worksheet (Standard)
  • Incorporation Savings Worksheet (Simple)