Charitable Donation Tracker & Tax Credit Calculator (Canada)
Keep every official donation receipt in one place, check charity registration numbers, and estimate your donation tax credit.
MTC_Charitable_Donation_Tax_Credit_Tracker_Canada_2026.xlsx· 12 KB
Opens in Excel, Apple Numbers and Google Sheets (File, then Import).
- One-click download
- Free, no subscription
- Mac, PC & Mobile
- 100% Private & Offline
Canadian-Specific
Key Features & Capabilities
Designed specifically around Canadian payroll, tax forms, and account structures:
- Donation log with charity name, CRA registration number and receipt number
- Only receipted gifts are counted, so your estimate matches what you can claim
- Federal credit: 14% on the first $200 and 29% above $200
- Adds unclaimed donations from the last 5 years
- Provincial credit from your province's two donation rates
Complete Toolkit
What's Inside (3 Components)
Everything you receive immediately upon download:
- How to use guide
- Donation Log (50 rows)
- Credit Estimate sheet (Schedule 9)
Detailed Walkthrough
Get the most from every donation
Donations earn one of the richest credits on your return, but only with an official receipt from a registered charity. This free tracker keeps your receipts organized and shows the credit before you file.
How the donation credit works
Federally, you get 14% on the first $200 you claim and 29% on everything above $200 (33% on the part of your income above $258,482). Your province adds its own credit. Because the first $200 earns the low rate, it often pays to:
Check a charity's registration number on the CRA's list of charities before you give: the tracker has a column for it.
Pool both spouses' donations on one return, so only one $200 is at the low rate.
Carry small donations forward (up to 5 years) and claim them together.
Target Audience
Who This Template Is For
Frequently asked questions
How much tax do I get back on a donation in Canada?
Federally 14% on the first $200 and 29% above that, plus your provincial credit. In Ontario, for example, a $1,000 donation is worth about $360 in combined credits.
Can I carry donations forward?
Yes, for up to 5 years. Grouping small donations into one year gets more of them past the first $200.
Does it work in Google Sheets and on a Mac?
Yes. It is an Excel workbook (.xlsx) that opens in Excel for Windows and Mac, Apple Numbers, and Google Sheets (upload it to Drive, then open with Google Sheets). Formulas recalculate as you type.
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