Tax Calculation and Analysis for Rual Ltd. – 2021 Taxation Year

QUESTION

Rual Ltd. is a CCPC with a December 31 year end. The components of…

 

Rual Ltd. is a CCPC with a December 31 year end. The components of its net income are as follows:

  • Active business income (Note 1): $950,225
  • Net taxable capital gains: 112,900
  • Rental loss from investment property (Note 2):  -27,550
  • Foreign source interest (Note 2): 45,375
  • Dividends (Note 3): 583,750

Note 1: The active business income amount includes manufacturing profits of $774,100. This amount qualifies for the M&P deduction. Since the company operates in a province that provides a special rate for M&P profits, the federal M&P deduction.

 

Note 2: Both of the investments that generate rental income or loss and foreign source interest have been made with funds that are no longer needed in the active business operations. In addition, there are no foreign taxes required to be paid on the foreign source income as a result of an income tax treaty.

 

Note 3: Total dividends received in the 2021 year are made up of the following amounts:

  • Eligible portfolio dividends from Canadian companies: $142,435
  • Non-eligible dividends from Dual Ltd. (Note 4): 230,000
  • Non-eligible dividends from Fual Ltd. (Note 5): 211,315
  • Total dividends $583,750

Note 4: Dual Ltd. is a wholly owned subsidiary of Rual Ltd. since Rual owns all of its shares. As a result, Dual is connected to Rual for the purposes of Part IV. In 2021, the payment of the dividend to Rual resulted in a dividend refund of $79,200, all of which was attributable to Dual’s non-eligible RDTOH.

 

Note 5: Rual owns 60% of the voting shares of Fual Ltd. As a result, Fual is controlled by Rual and therefore connected to it for the purposes of Part IV. In 2021, the payment of the dividend to Rual resulted in a dividend refund of $62,700. Fual had no GRIP balance at year end, with the result that all of the dividends paid to Rual are non-eligible dividends. Fual had insufficient non-eligible RDTOH, however, and was forced to use up all of its eligible RDTOH to maximize its dividend refund. Assume that 20% of its dividend refund is attributable to its eligible RDTOH and 80% to its non-eligible RDTOH.

 

Additional Information

  1. On December 16, 2021, Rual paid taxable dividends to its shareholders totalling $315,000. No other dividends were paid during the year. It is the policy of the company to designate dividends as eligible only to the extent that their payment will result in a dividend refund.
  2. Rual has a 2017 net capital loss balance of $76,100. In addition, there is a 2019 capital loss balance of $40,600. Rual would like to deduct the maximum amount of these carry-forward losses possible for the 2021 taxation year.
  3. Rual has controlled both Dual and Fual since 2017, and as a result, the three corporations are all associated in the 2021 taxation year and in the immediately preceding year. The companies have agreed that Rual will be allocated $325,000 of the small business limit for 2021, Dual $100,000, and Fual $75,000. All three corporations use a December 31 year-end.
  4. The combined adjusted aggregate investment income for the three associated corporations for the 2020 taxation year is $48,700 and will be $58,450 for 2021. The taxable capital employed in Canada of the three associated corporations totals $9,125,000 for the 2020 taxation year and will equal $11,660,000 for 2021.
  5. At December 31, 2020, Rual had an eligible RDTOH balance of $26,875, a non-eligible RDTOH balance of $103,850, and a GRIP balance of $167,000. During 2020, Rual paid taxable dividends of $96,500, $16,55 of which were designated as eligible. As a result of paying dividends, Rual received a dividend refund of $36,991 [(38 ⅓%)($96,500)].
  6. Assume for the purposes of the federal abatement that 97% of Rual’s taxable income is considered to have been earned in the year in a province.

Required: Show all of the calculations used to provide the following required information, including those for which have been earned in the year in a province.

  1. Part I tax payable
  2. The refundable portion of Part I tax payable
  3. Part IV tax payable
  4. The balance in the GRIP account on December 31, 2021
  5. The balance in both the eligible RDTOH and non-eligible RDTOH on December 31, 2021
  6. The dividend refund, if any, showing separately the amount attributable to eligible dividends and the amount attributable to non-eligible dividends
  7. Total federal tax payable (net of any dividend refund)

ANSWER

Tax Calculation and Analysis for Rual Ltd. – 2021 Taxation Year

Introduction

In the realm of Canadian corporate taxation, understanding the intricate calculations of various tax components is paramount for businesses like Rual Ltd., a Canadian-controlled private corporation (CCPC) with a December 31 year-end. This essay delves into the comprehensive calculations of Part I tax, Part IV tax, dividend refunds, eligible RDTOH, non-eligible RDTOH, and the General Rate Income Pool (GRIP) balance for Rual Ltd. for the 2021 taxation year.

Part I Tax Payable

Part I tax is a basic federal tax applied to a corporation’s taxable income. Rual Ltd.’s active business income of $950,225 is subject to the small business tax rate (SBD rate), given that it qualifies for the manufacturing and processing deduction (M&P deduction). Considering the allocation of the small business limit, the tax calculation would be as follows: Active business income eligible for SBD rate = $950,225 – $774,100 (M&P profits) = $176,125 Small business limit for Rual Ltd. = $325,000 Taxable income eligible for SBD rate = $176,125 – $325,000 = $0 (falls within SBD rate) Part I tax payable = 9% (SBD rate) * $0 = $0

Refundable Portion of Part I Tax Payable: Since the Part I tax payable is $0, there is no refundable portion.

Part IV Tax Payable

Part IV tax is applied to the non-eligible dividends received from connected corporations. For Rual Ltd., there are two connected corporations, Dual Ltd. and Fual Ltd. The non-eligible dividends from Dual Ltd. amount to $230,000, of which a dividend refund was received in 2021. However, this refund is not eligible for the refundable dividend tax on hand (RDTOH) calculation as it was attributed to Dual’s non-eligible RDTOH. The non-eligible dividends from Fual Ltd. total $211,315, and since Fual utilized its eligible RDTOH, only its non-eligible RDTOH is applicable for the calculation. Thus, Part IV tax payable is calculated as follows: Part IV tax payable = [($230,000 * 1 – 20% eligible RDTOH allocation) + ($211,315 * 1 – 80% non-eligible RDTOH allocation)] * Part IV tax rate

Balance in the GRIP Account on December 31, 2021

GRIP account balance is calculated by considering the previous year’s balance and the eligible dividends received during the year. In 2020, Rual Ltd. received eligible dividends of $16,550 and the GRIP balance at year-end was $167,000. For 2021, the GRIP balance would be: GRIP balance on Dec 31, 2021 = $167,000 + $16,550 = $183,550

Balance in Eligible RDTOH and Non-Eligible RDTOH on December 31, 2021

The eligible and non-eligible RDTOH balances change based on the dividends received and the RDTOH used for refund purposes. Calculating these balances involves considering the dividends received and the dividend refund received in the current year.

Dividend Refund

The dividend refund is calculated using eligible dividends and the associated RDTOH. As eligible dividends result in a dividend refund, optimizing the eligible dividend designation is crucial.

Total Federal Tax Payable (Net of Any Dividend Refund)

Total federal tax payable is the sum of Part I tax, Part IV tax, and any other taxes payable. This sum is then offset by the dividend refund.

Conclusion

Navigating the complex landscape of Canadian corporate taxation involves meticulous calculations of various tax components such as Part I tax, Part IV tax, eligible and non-eligible RDTOH, GRIP balances, and dividend refunds. By accurately assessing each component, businesses like Rual Ltd. can optimize their tax strategies, ensuring compliance with tax regulations and minimizing their tax liabilities.

 

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