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How Dividends are Taxed in Canada

Decode the technical process of dividend 'gross-up' and tax credits.

Dividends are taxed differently than employment income or interest. Because corporations have already paid tax on their profits, the Canadian tax system uses a 'gross-up' and 'dividend tax credit' mechanism to avoid double taxation on the same income.

1

Eligible vs. Non-Eligible

The type of dividend determines the tax rate and credit you receive.

Eligible Dividends: From corporations taxed at the general rate. 38% gross-up.
Non-Eligible Dividends: From small businesses taxed at a lower rate. 15% gross-up.
Foreign Dividends: Taxed as regular interest; no dividend tax credit applies.
2

The Gross-up & Credit Mechanism

How your dividend payment is processed on your tax return.

Gross-up: Your actual payment is increased to represent pre-tax corporate profit.
Tax Calculation: You pay tax on this larger, grossed-up amount.
Tax Credit: You subtract a percentage to account for the tax the company already paid.
3

Tax Efficiency

Dividends are generally more tax-efficient than interest.

Lower Effective Rate: Usually lower than employment income tax rates.
Capital Gains Comparison: Dividends are often taxed higher than capital gains.
Investment Income: Ideal for non-registered investment accounts.

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Certified Knowledge

All TaxBuddy resources are reviewed by Canadian Chartered Professional Accountants to ensure accuracy with current CRA regulations.

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