For couples who are Alberta tax residents ONLY, UFile 2023 does not properly optimize charitable donations due to recent changes in Alberta's donation tax-credit rate, specifically targeting the first $200 of your donation.
Background covered in How Gifts of Any Size Can Help Your Tax Return - United Way of Calgary and Area (calgaryunitedway.org)
As with previous tax years UFile 2023 optimized the charitable donations to the higher earning spouse.
However, changing the Optimization of donations to have the lower earning spouse to claim their first $200 of donations and then allocating the remainder to the higher earning spouse results in a better optimization of the charitable donations.
