EY Digital Surplus

Customizable solutions for surplus calculations. Extraction and streamlining of data with detailed calculations and comprehensive reporting.

Related topics Tax
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Surplus computations – the why

CRA is increasing its international audits. Dividends from foreign affiliates and surplus are now priority items.

  • Taxpayers without detailed surplus calculations can ultimately be denied dividend deductions
  • New T1134 form has been launched and requires surplus calculations
  • Surplus calculations are required to determine how much can be repatriated back to Canada tax-free from foreign affiliate groups
  • Having surplus balances provides the opportunity for repatriation planning within the upstream loan rules
  • Financial statement auditors are requesting surplus calculations for transactions

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EY has given deep consideration to surplus. We have developed innovative solutions that are customizable to YOU.

Click below for a high level view of some key features of EY Digital Surplus:

To learn more or request a demo, please reach out to any of our contacts below:

EY - Albert Anelli

   
Albert Anelli
Managing Partner, Tax 
Email

EY - Mark Coleman

   
Mark Coleman
Partner, ITTS 
Email

EY - Eric Bretsen

   
Eric Bretsen
Partner, ITTS
Email

EY - Linda Tang

   
Linda Tang

Partner, ITS Leader, Tax
Email

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