Small Business Deduction Grind Calculator

Enter your corporation’s passive investment income and active business income to see how much of the $500,000 small business limit survives, how much profit gets pushed to the general corporate rate, and the extra tax that costs. Rates are current for the 2025 tax year.

2025 tax year rates All 13 provinces Updates as you type

Your corporation

$
$

How it works. Passive investment income over $50,000 grinds the $500,000 small business limit by $5 for every $1 — at $150,000 the limit is gone. Active business income that no longer fits under the reduced limit is taxed at the general corporate rate instead of the small business rate, and the cost shown is that rate spread applied to the shifted income, assuming your province mirrors the federal grind.

Extra corporate tax this year

$0

$0 of active income is taxed at the general rate instead of the small business rate

Limit remaining $0 Ground away $0
Reduced business limit$0
Income pushed to the general rate$0
Small business rate0%
General rate0%
Extra corporate tax this year$0

The grind runs $5 per $1 of passive income over $50,000 — gone entirely at $150,000. The separate taxable-capital grind is not modelled here.

An estimate is a starting point. Get your real number.

This calculator uses published rates. Your actual position depends on the credits, deductions and structure behind your numbers.

  • A professional tax accountant reviews your figures, not a formula
  • Fixed quote before any work starts
  • You pay after you approve the filing

Let's connect

Send your details and we'll confirm your exact position.

How the passive income grind works

A CCPC’s first $500,000 of active business income is taxed at the low small business rate — but only while the corporation’s investment side stays modest. Adjusted aggregate investment income (broadly: interest, rents, portfolio dividends and the taxable half of capital gains on investments) over $50,000 reduces the business limit by $5 for every $1. The corridor is short: at $75,000 of passive income the limit is $375,000, at $100,000 it is $250,000, and at $150,000 the small business deduction is gone entirely. Every dollar of active income squeezed out of the limit is taxed at the general corporate rate instead, and that spread — several points in every province — is the number this calculator puts on screen.

The grind looks at the previous year’s passive income, which makes it plannable. Common responses include timing the sale of investments so gains don’t land in one year, holding investments that defer income rather than paying it annually, corporate-owned life insurance, and simply drawing down the passive portfolio — for example to pay down debt or fund shareholder retirement. Which response fits depends on what the investments are for, which is a tax planning conversation rather than a formula.

What this calculator does not cover

There is a second, separate grind based on taxable capital employed in Canada between $10 million and $50 million — this tool does not model it, and a corporation caught by both uses whichever reduction is larger. Provincial treatment also varies: most provinces mirror the federal grind for their own small business rate, but not all do, so the provincial share of the estimate assumes yours mirrors it. For the full corporate bill on a given profit, use the corporate tax calculator, and for advice on structuring the investment side of a CCPC, see our corporate tax services.

Passive income vs business limit
Passive incomeBusiness limit left
$50,000 $500,000
$75,000 $375,000
$100,000 $250,000
$125,000 $125,000
$150,000+ $0

Rates reviewed for the 2025 tax year by Udit Gupta, Certified Tax Accountant. Federal and provincial rates change annually, and this tool is an estimate for planning rather than tax advice. Confirm current figures before relying on them for a filing.

Frequently asked questions

Adjusted aggregate investment income — broadly interest, rents, royalties, portfolio dividends and the taxable half of capital gains on passive investments. Capital gains on assets used in the active business are excluded, and the measure is taken from the previous tax year. Associated corporations are counted together, so splitting investments across sister companies does not reset the $50,000 floor.
Once passive income passes $50,000. Below that, the full $500,000 small business limit is untouched. Above it, every extra dollar of passive income removes $5 of the limit, so the whole deduction disappears at $150,000 of passive income.
It cuts the business limit in half, to $250,000. Whether that costs anything depends on your active business income: a corporation earning $200,000 of active income still fits under the reduced limit, while one earning $500,000 has $250,000 pushed to the general rate — in Ontario that spread is about 14 percentage points of extra tax on the shifted income.
It can. The taxable half of a capital gain on a passive investment counts toward adjusted aggregate investment income, so one large sale can grind the following year’s business limit even if the portfolio normally yields little. Timing dispositions across year-ends is one of the standard planning responses.
The usual levers are timing capital gains so they do not stack in a single year, choosing investments that defer income rather than distributing it annually, corporate-owned life insurance, and drawing the passive portfolio down. The right answer depends on why the corporation holds the investments in the first place, so it is worth modelling before acting.
Free 15 Min Consultation for Businesses

Want the exact number for small business deduction passive income?

Talk to a professional tax accountant about your situation. No obligation, and you only pay once the work is complete and you have approved it.

  • Tax accountant led team
  • Fixed fees, no hourly billing
  • Pay only after you approve