Release notes

Base2023_V5

Here are the changes made in the V5 version of 2023:

  • RREGOP/RRPE: addition of automatic calculation of full pension age and precision of the calculation according to the month of birth
  • 1st year QPP/OAS: take the full amount if starting before the current year
  • Needs line: addition of the needs line (expenses+additional expenses+taxes) in the Source of income graph.
  • Correction of the amount of the GIS for the current year when one is already retired (could give an amount because had no income from the previous year)
  • Increase in Old Age Security at age 75
  • General reduction in income tax
  • Added names to manually entered fields

Base2023_V4

  • General changes from basic version: same file as advanced/pro with some tabs not accessible
  • Simplified Input Data tab
  • Automatic RRQ calculation
  • Modification of the "Assumptions of calculation" tab
  • Pension: average of the best 5 years calculated automatically
  • Improvement of the visual of "Results details"
  • Added inflation column
  • Report

Avancee2023_V5

Here are the changes made in the V5 version of 2023:

  • RREGOP/RRPE: addition of automatic calculation of full pension age and precision of the calculation according to the month of birth
  • 1st year QPP/OAS: take the full amount if starting before the current year
  • Needs line: addition of the needs line (expenses+additional expenses+taxes) in the Source of income graph.
  • Correction of the amount of the GIS for the current year when one is already retired (could give an amount because had no income from the previous year)
  • Increase in Old Age Security at age 75
  • General reduction in income tax
  • Added names to manually entered fields

Avancee2023_V4

  • Simplified Input Data tab
  • Automatic RRQ calculation
  • Modification of the "Assumptions of calculation" tab
  • New advanced options: choice of income splitting or not, different QPP/OAS indexing, RRIF according to spouse's age, % salary increase, savings in spouse's TFSA, non-registered transfer to spouse's TFSA, maximum transfer to TFSA, management taxation of non-registered accounts
  • Pension: average of the best 5 years calculated automatically
  • Improved rental income management (now several possible)
  • Additional rental expenses
  • Dividend managed for Companies
  • Improvement of the visual of "Results details"
  • Added inflation column
  • Report

PRO2023_V5

Here are the changes made in the V5 version of 2023:

  • RREGOP/RRPE: addition of automatic calculation of full pension age and precision of the calculation according to the month of birth
  • 1st year QPP/OAS: take the full amount if starting before the current year
  • Needs line: addition of the needs line (expenses+additional expenses+taxes) in the Source of income graph.
  • Correction of the amount of the GIS for the current year when one is already retired (could give an amount because had no income from the previous year)
  • Increase in Old Age Security at age 75
  • General reduction in income tax
  • Added names to manually entered fields

Pro2023_V4

  • Simplified Input Data tab
  • Automatic RRQ calculation
  • Modification of the "Assumptions of calculation" tab
  • New advanced options: choice of income splitting or not, different QPP/OAS indexing, RRIF according to spouse's age, % salary increase, savings in spouse's TFSA, non-registered transfer to spouse's TFSA, maximum transfer to TFSA, management taxation of non-registered accounts
  • Pension: average of the best 5 years calculated automatically
  • Improved rental income management (now several possible)
  • Additional rental expenses
  • Dividend managed for Companies
  • Improvement of the visual of "Results details"
  • Added inflation column
  • Report