35 Specialized Canadian Tax & Estate Calculators for Professionals
Purpose-built for accountants, tax lawyers, and estate planners. Covers T3 trust filings, post‑mortem planning, insolvency, and cross‑border estates — with bilingual support, OCR document scanning, and client‑linked scenario management.
Get Started Free35 Purpose-Built Calculators
From Henson Trust ODSP analysis and TOSI split-income testing to OSB Directive 11R2 surplus income and US‑situs estate tax. Depth that general planners don’t cover.
OCR Document Scanner
Scan T4s, T3s, Notices of Assessment, and T1 schedules. Extracted values auto‑populate the relevant calculator fields for each client — no re-keying.
Bilingual & 2026‑Ready
Full English and French UI. Updated for the 2026 AMT overhaul (20 % rate, adjusted taxable income), two‑tier capital gains inclusion rates, and current CRA trust filing rules.
Client‑Linked Scenarios
Client profiles store a financial snapshot from scanned documents, pre‑filling future calculations. Save scenarios, generate PDF / CSV reports, and share securely with your team.
Every Calculator Your Practice Needs
Trust & Estate Planning
- Provincial Estate — probate fees for all 13 provinces & territories
- Estate Liquidity — cash needs vs. liquid assets; insurance & sale solutions
- Spousal Trust — rollover rules, attribution, and 21‑year deemed disposition
- Alter Ego Trust — 65+ rollover, probate avoidance, and beneficiary modeling
- Henson Trust — disability trust preserving ODSP / disability benefit eligibility
- Charitable Remainder Trust — split-receipting and residual interest valuation
- 21‑Year Rule — deemed disposition tax and growth projection
- GRE Timeline — 36‑month window, third‑party contributions, graduated rate savings
- CRA Trust Tax (T3) — flat 33 % / GRE graduated rate with provincial breakdown
- Trust Residency — central management & control analysis under ITA s. 2
- Trustee Compensation — quantum meruit and percentage-of-assets benchmarks
- Bare Trust — Schedule 15 beneficial ownership; de minimis filing exemptions
Corporate & Tax Integration
- TOSI — split-income analysis: reasonableness test, excluded shares, age exceptions
- Alternative Minimum Tax — 2026 rules, 20 % rate, adjusted taxable income
- Pipeline vs. 164(6) — post‑mortem planning for owner‑manager private shares
- SIFT Trust — specified investment flow‑through tax under Part XII.2
- Capital Gains — LCGE, principal residence exemption, federal & provincial
- Capital Gains Inclusion Rate — 1/2 vs. 2/3 rate impact and transition analysis
- ACB Tracker — adjusted cost base with return‑of‑capital adjustments
- Income vs. Capital — trust distribution characterization for beneficiaries
- FMV & Foreign Tax Credit — fair market value benchmarks and treaty credit relief
- Loss Carryback & Tracker — optimize terminal and trust returns under ITA s. 164(6)
Insolvency & Cross-Border
- Surplus Income — OSB Directive 11R2 monthly calculations with standard of living thresholds
- Consumer Proposal — minimum viable proposals vs. bankruptcy dividend comparison
- Creditor Priority — BIA scenario modeling by creditor class and asset realization
- Corporate Liquidation — asset realization vs. secured and preferred claims waterfall
- Cross-Border Estate — US situs assets, §2056A QDOT trusts, Canada–US treaty credits
- Registered Account Successor — RRSP/RRIF successor annuitant vs. beneficiary tax impact
Client Workflow & Compliance
- Document Scanner — OCR extracts T4, T3, NOA, and T1 values directly into calculator fields
- Financial Snapshot — scanned values persist on the client profile and pre‑fill future calculations
- Visual Client Stories — animated KPI cards, donut charts, area charts, and trust flow diagrams
- Client Management — profiles linked to saved scenarios, sticky notes, and compliance uploads
- Digital Asset Vault — AES‑256 encrypted storage for credentials and sensitive documents
- Team Portal — role‑based access and shared workspaces for multi‑advisor practices
- PDF & CSV Exports — print‑ready reports for every calculator and client scenario
New: Smarter Document & Client Workflows
OCR Document Scanner
Upload a T4, T3, Notice of Assessment, or any tax document. The scanner extracts monetary amounts, tax values, and key dates, then writes them directly to the matching calculator fields. Scanned data is saved to the client’s financial snapshot so every future calculation starts pre‑filled.
NewVisual Client Stories
Animated KPI summary cards count up from zero on open. Tax breakdowns use donut charts with center stats. Future tax exposure renders as a gradient area chart. Trust flows are interactive diagrams — all generated automatically from each client’s saved calculations.
NewThe most specialized Canadian estate tax platform available.
Used by accountants, estate lawyers, and financial planners across Canada.
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