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THE GLOSSARY · TAX · Canada

Credit or deduction

$1,000 as a deduction and $1,000 as a credit are not worth the same — unless you are in the first bracket. Above it, the gap is exactly your marginal rate minus 14%.

By the Yoseri News desk · · 1 min read

This article describes the rules of Canada. Income tax, pension plans and tax-sheltered accounts do not transpose from one place to another.

These are not the rules of the region you picked (): this article describes those of Canada. The reasoning holds everywhere; the account names, the caps and the ages do not.

Both reduce your tax, and that is where the confusion starts. A deduction reduces your taxable income; a credit reduces the tax itself. They act at different points in the calculation, so they are not worth the same.

A deduction saves you at your marginal rate: it removes the last dollar taxed, the most expensive one. A non-refundable tax credit is worked out at the rate of the first bracket — 14% federally in 2026 — whatever your income.

Your marginal rate$1,000 as a deduction$1,000 as a creditGap
14%$140$140$0
20.5%$205$140+$65
26%$260$140+$120
33%$330$140+$190

The gap is one subtraction: (your marginal rate − 14%) × the amount. In the first bracket it is zero, and the two instruments are identical. That is deliberate: the credit is designed to give everyone the same relief, independent of income.

Worth keeping. A deduction is worth more the more you earn; a credit is worth the same to everyone. When an expense lets you choose between the two treatments — rare, but it happens — the answer depends on one figure, the same one again: your marginal rate.

Two details. Your provincial tax applies its own credits at its own rates: the 14% above is only the federal half. And a temporary measure, running from 2025 to 2030, keeps a 15% rate on the part of the amounts above the first bracket threshold — it affects fewer than 0.3% of filers.

A refundable credit, finally, is something else again: it pays you the difference even when your tax reaches zero. The non-refundable kind stops there.

Where the figures come from

The maths in this article starts from the assumptions written above. Run them again with your own figures — you should land on the same numbers.

Yoseri News is an educational publication. Nothing in this article is investment advice, a recommendation to buy or sell, or tax advice. Yoseri is registered as neither an adviser nor a dealer with any market authority. The tax rules described here are those of Canada, and the limits change: check your own entitlements before acting.

The articles explain. The app does the maths on your figures.

What you read here with examples, Yoseri does with your real transactions — read-only, inventing nothing.

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