Tax Planning

How Middle-Class Tax Cuts Affect Your Non-Refundable Tax Credits

Bill C-4 reduced Canada’s lowest federal tax rate—discover how this change impacts non-refundable tax credits and what that means for you in 2026.

By NomadicTax Research Team • 5-8 min read • June 26, 2026

## Background on the Tax Rate Change Under **Bill C-4, the Making Life More Affordable for Canadians Act**, the federal lowest marginal income tax rate was reduced from **15%** to **14.5%** for the 2025 taxation year and to **14%** effective in **2026 and subsequent years**. The new rate applies to the first portion of taxable income — in 2026, that’s up to **$58,523**. ([canada.ca](https://www.canada.ca/en/department-finance/services/publications/federal-tax-expenditures/2026/part-2.html?utm_source=openai)) ## What Are Non-Refundable Tax Credits & Why They Matter Non-refundable tax credits *reduce how much tax you owe*, but they can’t create a refund. Examples include: - Basic Personal Amount - Canada Employment Credit - Medical Expense Tax Credit - Disability Tax Credit - Volunteer Firefighter Amount Each of these credits is multiplied by the “appropriate percentage”—which is the lowest marginal rate (now **14%** in 2026) to determine how much tax relief you get. ([canada.ca](https://www.canada.ca/en/department-finance/services/publications/report-impact-reducing-lowest-marginal-personal-income-tax-rate-non-refundable-tax-credits.html?utm_source=openai)) ## How the Reduced Rate Affects Your Tax Savings | Scenario | Pre-2026 Rate (15%) | New Rate (14%) | Expected Difference on Typical Credit* | |---|---|---|---| | Basic Personal Amount (~$16,452) | $2,468 | $2,303 | **$165 less tax savings** | | Disability Credit (~$9,000) | $1,350 | $1,260 | **$90 difference** | > *These are rough estimates: actual impact depends on your specific credits and amounts. ## Practical Advice: What Can You Do 1. **Estimate the value of your non-refundable credits** using the 14% rate – compare what you would have had before (15%) to now. This helps with withholding decisions or projected tax payments. 2. **Optimize timing**: If you can defer or accelerate deductible expenses or eligible credits into years when rates or thresholds are more favorable. 3. **Review eligibility**: Some thresholds (e.g. for the Basic Personal Amount) are indexed to inflation — ensure you’re claiming all credits to which you’re entitled. 4. **Use CRA’s tools and prefilled returns**: Because Bill C-4 also introduced automatic prefilled returns for those with simple tax situations, CRA will fill in known credits and income for many taxpayers. Check and confirm details when filing. ([canada.ca](https://www.canada.ca/en/department-finance/news/2026/03/legislation-to-make-life-more-affordable-receives-royal-assent.html?utm_source=openai)) ## Example Case Study Jane, a single taxpayer earning $50,000: - She claims the Basic Personal Amount and the Canada Employment Credit. Suppose her non-refundable credits total **$5,000**. - Under the old 15% rate, she would get **$750** in tax savings (5,000 × .15). - Under the new 14% rate, she gets **$700**, so savings drop by **$50**. - But recall: she’s still paying **less income tax overall** because her marginal rate on income is lower. ## Summary: The Bigger Picture While the lowest tax rate cut to **14%** offers real income tax relief, its interaction with non-refundable credits slightly dampens their value. For many taxpayers, the net effect is **overall savings**, but credits such as medical, disability, or volunteer amounts yield **a smaller benefit** than under previous rates. Understanding this nuance helps you manage expectations, plan taxable events, and ensure **you’ve claimed every credit** possible. > "Reducing the lowest marginal personal income tax rate from 15 % to 14 % … is anticipated to save individuals up to **$420** and two-income families up to **$840** in 2026." ([canada.ca](https://www.canada.ca/en/department-finance/services/publications/report-impact-reducing-lowest-marginal-personal-income-tax-rate-non-refundable-tax-credits.html?utm_source=openai))