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Other Topics of Discussion

 

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tax credit.  In addition, the maximum amount for the refundable medical expense supplement has been increased to $750 for 2005 and the maximum annual Child Disability Benefit has been increased to $2,000 for 2005.

If you have a beneficiary of a Registered Education Savings Plan (RESP) that qualifies for the disability tax credit in the 21st year of the plan, the period you can make contributions for that beneficiary will be extended to 30 years instead of 25.

The 2005 budget introduced a new adoption expense tax credit that entitle an individual to deduct 16% of all eligible adoption expenses up to a maximum of $10,000 starting in 2005.

2005 budget measures for corporations include the elimination of the corporate surtax for taxation years ending after December 31, 2007.  This will result in a decrease in the small business tax rate by 1.25% for 2008 taxation years.  In a prior year’s budget, it was proposed to reduce the general tax rate by 2% from 28% to 26%.  This proposal has been eliminated and the general rate is to stay at 28%. 

 

No significant changes were introduced in the 2005 Ontario Budget.

Important Dates to Remember

 

December 15, 2006 - Final 2006 personal income tax instalment is due

February 28, 2007 – 2006 T4 and T5 returns are due

March 31, 2007 – 2006 T3 trust income tax returns are due

April 30, 2007 – 2006 personal income tax returns and final tax payments are due

June 15, 2007 – 2006 personal income tax returns for self-employed individuals are due

Final corporate tax payments are generally due 3 months after your year-end date (in some cases this may be reduced to 2 months)

Corporate tax returns are due 6 months after your year-end date

 

Important Websites for you to be aware of

 

Canada Revenue Agency –

http://www.cra-arc.gc.ca/,

Corporate tax matters – 1 (800) 959-5525

GST - (800) 959-5525

Payroll deductions and remittances – 1 (800) 959-5525

Personal tax matters – 1 (800) 959-8281

Trust matters – 1 (800) 959-8281

Ontario Ministry of Finance - http://www.fin.gov.on.ca/, (905)

Ontario corporate tax

Retail Sales Tax

Employer Health Tax

Highlights of the November 2005 Federal (Pre-election) “Mini-budget”

Finance Minister Ralph Goodale recently presented the Liberal government’s economic and fiscal update. None of these proposals will likely survive any longer than the Liberals themselves but there is a good chance they will be reintroduced in the near future.  Politics aside, here are some highlights relevant to our clients

:

 

The budget surplus is expected to be $8.2 billion for 2005-06.

 

A decrease in the lowest personal tax rate to 15% (from 16%), retroactive to January 1, 2005. 

 

Personal tax cuts of 1% for the each of the next two tax brackets in 2010.

The top personal tax bracket will be increased to start at $200,000 by 2010.

 

Personal tax credits improved for the Basic personal amount (to $10,000 by 2009) and Spousal amount (to $8,500 by 2009).

Refundable medical expense supplement increased to $1,000 in 2006.

 

A phased-in 2% corporate tax reduction (by 2010) and the surtax elimination (in 2008) have returned after being taken out to please the NDP last April.

 

Carry-forward period for business losses and R&D tax credits increased from ten to twenty years.

Federal capital tax eliminated in 2006

 

Income Trust Concerns addressed

 

On November 23rd, the Finance Minister responded to concerns regarding the need for stability in the income trust market by reducing the personal tax rate on Canadian dividend income.  Briefly, the top tax rate on this income will be reduced from 33% to 20% beginning in 2006 (subject to political changes not impacting these proposals). Tax planning for our small business clients just got more interesting!

2006 Wanda Wenzlawski