FAQ: How to Add the Charitable Tax Credit or Disability Tax Credit to My Plan?

This credits are not automatically included to your plan, but you can add custom credits by using the Custom Tax Credit Column.

Navigate to Planning > Projections > Table and you can enter custom Federal or Provincial Tax Credits on a year-by-year basis (Chartiable Tax Credit, Disability Tax Credit etc.)

These should be entered as the tax credit amount (base amount x tax rate), not the higher base amount.