New Member

Credits and deductions

Just to clarify:

In your sample below as a reference, Sally owes or has a balance owing. Her owing amount is shown in (brackets). In my and my wife’s optimizer summary, she has a balance owing - However, her balance is NOT shown in brackets. Why not? 

In viewing the detailed tax summary I can see that her amount owing for CPP from self employed earnings equals this unbracketed amount owing in the optimizer. I understand from that, that no matter that she has unused charitable contributions, it will not alter the amount of CPP due. In sum, I know the optimizer has in fact worked correctly, but I don’t understand why my wife’s balance owing is not shown in brackets.... thank you.