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Understanding CDA, ERDTOH, and NERDTOH

Review corporate tax-pool values in Planworth without treating projected values as tax records or advice.

Planworth can represent corporate tax-pool values for the Capital Dividend Account (CDA), Eligible Refundable Dividend Tax on Hand (ERDTOH), and Non-Eligible Refundable Dividend Tax on Hand (NERDTOH) in a Pro corporation plan.

Use these projected values to trace a visible result, not as corporate tax records or confirmation that an amount is available for a transaction.

Review a visible value

  1. Confirm that the correct client and corporation are open.

  2. Review the corporation information saved in the Evaluation.

  3. Confirm the Current Scenario in Financial Insights.

  4. Review the visible corporate controls under Planning Inputs.

  5. Trace the applicable corporate lines in Details.

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