416-979-7444 info@swcpas.ca

Resources

Ontario Probate Tax Calculator

Note: This calculator calculates amounts up to December 31st, 2019. It is our understanding that legislation has changed the calculation for their application beginning January 1st, 2020. When we confirm this, we will add another calculator. The new calculation has not significantly changed.

Ontario Probate Rates:


Over $1,000 to $50,000:
$5 for each $1,000, or part thereof

Over $50,000:
$5 for each $1,000 (for amount under $50,000)
$15 for each $1,000 (for amount exceeding $50,000)

Value of the Estate

$

Your Estate Administration Taxes Payable is: $0



For applications submitted on or after January 1, 2020

Any application submitted on or after January 1, 2020 is subject to the rate of $15 per thousand dollars of any estate which exceeds $50,000.00. There is no tax applicable on the first $50,000.00.

Value of the Estate

$

Your Estate Administration Taxes Payable is: $0

S&W Offers Estate Tax Planning in the Greater Toronto Area

See our Estate Tax Planning services for more details. We’re happy to guide you through everything you need to know regarding probate tax and any other questions regarding estate tax planning.

Personal Tax Form Organizer:

 

Personal Tax Organizer for 2019 [PDF]

For the prior years, please use the 2017 Personal Tax Form Organizer.

Personal Tax Organizer for 2017 & 2018 [PDF]

See our Small Business Accounting & Tax Blog for relevant articles to stay informed and up-to-date.