Capital Cost Allowance Calculation for Mark Simmons’ Wholesale in 2020 and 2021

QUESTION

1.    Mark Simmon’s Wholesale began operations in 2020, and all the income is reported as business income in the tax return. Mark purchased assets in different classes, and signed lease agreement in 2020. Mark also registered his business as a GST registrant as he foresees that the sales would exceed the threshold in the first quarter.

2.    Mark signed a lease for 4 years for a building when the business began. The building is in an excellent location and is estimated to be worth $700,000. Mark has an option to renew the lease for an additional 2         years. Mark spent $240,000 in 2020 on improvements to the leased building at the beginning of the year.

3.    Mark purchased land and a building adjacent to his business for $88,000 in 2020. Mark has chosen to take         4% CCA on the building.

4.    Mark purchased several small tools in 2020 that are used to maintain the rental tools. The total cost of these tools was $5,000       , and each tool cost under $500.

5.    A delivery van costing a total of $38,000 was purchased in 2020, to be used solely in the business.

6.    Mark furnished the business at a cost of $12,000 with Class 8 assets.

7.    A computer costing         $1,400 was purchased for tracking sales and inventory.

8.    Mark purchased a $42,000 passenger vehicle to be used for the business. In 2020, the car was driven 38,000      km.   30,000 km were for business. (The car was to be used exclusively for business in the following years.)

9.    Incorporation costs for the business in 2020 were $4,600

10. The business was very successful in the first year so Mark chose to use all of the CCA that was available in 2020.

The following transactions occurred in 2021:

11. Mark sold the delivery truck for $37,000, and immediately purchased a newer and larger model for $52,000

12. New shelving was purchased for the reception area, at a cost of $1,800.

13. Sold the passenger vehicle at $20,000 in 2021.

14. Maximum CCA was claimed for the year.

Reqired:

Calculate the capital cost allowance per class claimed by the company in 2020 and 2021. All of the assets qualify as Accelerated Investment Incentive Property. (Round all answers.) (15 marks)

ANSWER

Capital Cost Allowance Calculation for Mark Simmons’ Wholesale in 2020 and 2021

Introduction

In this analysis, we will delve into the capital cost allowance (CCA) calculations for Mark Simmons’ Wholesale, a business that commenced operations in 2020. The company holds various assets across different classes and aims to optimize its tax deductions through the Accelerated Investment Incentive Property program. This essay will outline the CCA computations for the assets acquired in 2020 and subsequent transactions in 2021.

2020 Capital Cost Allowance Calculations

Leased Building Improvements: Mark invested $240,000 in building improvements in 2020. These improvements are considered Class 1 assets, which are depreciable at a rate of 4%. The CCA for these improvements can be calculated as follows:

CCA = Improvement cost × CCA rate CCA = $240,000 × 0.04 CCA = $9,600

Land and Building Adjacent to the Business: Mark purchased a building for $88,000, and he has chosen to claim 4% CCA on the building. The CCA for the building can be computed as:

CCA = Building cost × CCA rate CCA = $88,000 × 0.04 CCA = $3,520

Small Tools for Maintenance: The total cost of the small tools purchased for maintenance was $5,000. Since each tool costs under $500, they are considered eligible for immediate expensing and can be fully deducted in the current year.

Delivery Van: The delivery van costing $38,000 is eligible for CCA. Given that it is an Accelerated Investment Incentive Property, the full cost can be claimed in the first year.

Furnishing of Business (Class 8 Assets): The cost of furnishing the business with Class 8 assets at $12,000 can be claimed through CCA. These assets are depreciable at a rate of 20%.

CCA = Asset cost × CCA rate CCA = $12,000 × 0.20 CCA = $2,400

Computer: The computer purchased for $1,400 is also eligible for CCA. Considering that it falls under the Accelerated Investment Incentive Property category, the entire cost can be claimed in the first year.

Passenger Vehicle: The passenger vehicle costing $42,000 is eligible for CCA. Since it was driven 30,000 km for business purposes in the first year, the business can claim a portion of the CCA based on the business usage.

Calculation of Business Usage Percentage for the Passenger Vehicle

Business Usage Percentage = (Business Kilometers / Total Kilometers) × 100 Business Usage Percentage = (30,000 km / 38,000 km) × 100 Business Usage Percentage = 78.95%

Now, the CCA for the passenger vehicle can be computed as follows:

CCA = Vehicle cost × CCA rate × Business Usage Percentage CCA = $42,000 × 0.15 (Class 10) × 0.7895 CCA ≈ $4,989

Incorporation Costs: Incorporation costs of $4,600 are considered eligible for CCA. These costs can be fully claimed in the first year.

The total CCA claimed by the company in 2020 is the sum of the individual CCAs calculated above.

Total CCA in 2020 = $9,600 (Building Improvements) + $3,520 (Adjacent Building) + $2,400 (Class 8 Assets) + $4,989 (Passenger Vehicle) + $4,600 (Incorporation Costs) = $25,109

2021 Capital Cost Allowance Calculations

New Delivery Truck: In 2021, Mark sold the delivery truck for $37,000 and acquired a newer model for $52,000. The disposal of the old truck leads to a recapture of CCA, which should be included as income in the tax return. The CCA for the new truck can be computed as:

CCA = New truck cost × CCA rate CCA = $52,000 × 0.15 (Class 10) CCA = $7,800

Shelving for Reception Area: The cost of new shelving for the reception area at $1,800 is eligible for CCA. These assets can be fully claimed in the first year.

Sale of Passenger Vehicle: Mark sold the passenger vehicle for $20,000 in 2021. Since the initial cost was $42,000, there will be a recapture of CCA, and any excess will result in a terminal loss.

Maximum CCA for 2021: In 2021, the company opted to claim the maximum available CCA for eligible assets.

The total CCA claimed by the company in 2021 is the sum of the individual CCAs calculated above.

Total CCA in 2021 = $7,800 (New Delivery Truck) + $1,800 (Shelving) + (Recapture or Terminal Loss from Sale of Passenger Vehicle) + (Maximum Available CCA)

Conclusion

Mark Simmons’ Wholesale strategically leveraged the Accelerated Investment Incentive Property program to optimize tax deductions through capital cost allowance. In 2020, the company claimed substantial CCA on various assets including building improvements, adjacent building, class 8 assets, a passenger vehicle, and incorporation costs. In 2021, the company continued to benefit from this program by claiming CCA on a new delivery truck, shelving, and other eligible assets. These calculated CCA values represent the company’s efforts to manage its tax liabilities while investing in its business growth.

 

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