Calculate Sandcom dividend refund for the year

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Reference no: EM132909814

Question - Sandcom Inc. is an Alberta corporation that qualifies as a Canadian controlled private company. For the taxation year ending December 31, 2018, the components of its Net Income for Tax Purposes and Taxable Income are as follows:

Active Business Income (Note 1) $329,000

Gross Foreign Business Income 40,800

Gross Foreign Non-Business Income 31,200

Interest On Long-Term Investments 49,900

Taxable Capital Gains ((1/2)($34,000)) 17,000

Eligible Dividends Received On Portfolio Investment 24,000

Net Income For Tax Purposes $491,900

Eligible Dividends Received (24,000)

Charitable Contributions (87,400)

Net Capital Loss Carry Forward Deducted (14,400)

Non-Capital Loss Carry Forward Deducted (263,000)

Taxable Income $103,100

Note 1 As determined by the Income Tax Regulations, $142,000 of this active business income was manufacturing and processing profits.

Note 2 Foreign jurisdictions withheld $6,120 from the foreign business income and $7,800 from the foreign non-business income.

Other Information:

1. During the year ending December 31, 2018, Sandcom used its existing cash resources to pay taxable dividends of $223,200. Of this total, $49,300 was designated as eligible.

2. As of December 31, 2017, Sandcom Inc. has a GRIP of $39,360. During 2017, the company designated $16,500 of its dividends paid as eligible.

3. As of December 31, 2017, the balance in Sandcom's RDTOH account was $26,400. A dividend refund of $13,400 was claimed in the 2017 corporate tax return.

4. As determined by the Income Tax Regulations, 85 percent of Sandcom's Taxable Income can be allocated to a Canadian province.

Required - Show all of the calculations used to provide the following required information, including those for which the result is nil.

A. Calculate Sandcom's Part IV Tax Payable for the year ending December 31, 2018.

B. Assume that the foreign business and non-business tax credits are equal to the foreign taxes withheld. Calculate Sandcom's minimum Part I Tax Payable for the year ending December 31, 2018. As the corporation operates in a province that has a reduced rate for M&P activity, a separate calculation of the federal M&P deduction is required.

C. Assume the foreign business and non-business tax credits are equal to the foreign taxes withheld. Calculate Sandcom's dividend refund for the year ending December 31, 2018.

D. Determine the December 31, 2018 balance in Sandcom's GRIP account.

Reference no: EM132909814

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