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Topic/Matter Intersection

Topic:"Income Tax" in M12451

Matter: Nova Scotia Power Inc. - 2026 General Rate Application (GRA)
95 passages 15 documents

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N-3Direct Evidence - General Rate Application 1 passage
Revenue Requirement Categories p. p. 71
Revenue Requirement Categories - Revenue requirement is the sum of amounts necessary to be recovered in each test year in the - following fuel and non-fuel categories: - Fuel and purchased power, including solid fuel costs, natural gas, oi...

AI summary The document outlines the revenue requirement categories, which include fuel and non-fuel costs such as OM&G, depreciation, taxes, interest, and return on equity. These categories are detailed in Sections 5 and 7 through 10 of the Application and illustrated in Figure 11-1.

N-52026-2027 GRA Appendix 1-6 - Redacted 1 passage
2026-2027 GRA Direct Evidence Appendix 1A Page 2 of 7 REDACTED (CONFIDENTIAL INFORMATION REMOVED) p. p. 25
2026-2027 GRA Direct Evidence Appendix 1A Page 2 of 7 REDACTED (CONFIDENTIAL INFORMATION REMOVED) OP-01 NS Power / Emera Regulated Annual Reports Attachment 1 – NS Power 2024 Q3 MD&A Attachment 2 – NS Power 2024 Financial Statements Attach...

AI summary The document includes various attachments related to NS Power and Emera's financial reports, tax details, foreign exchange hedging, and capital structure information, with some sections marked as confidential or partially confidential.

N-92026-2027 GRA Appendix 12 A-C - Cost of Service Study Process - Redacted 4 passages
Resource Cost, Performance, & Financing p. p. 99
Resource Cost, Performance, & Financing Performance Inputs Financing Performance Inputs Financing System Depreciable Lifetime 35 % Financed w/ equity % Financed w/ debt Ongoing Costs Debt Interest rate Fixed O&M Costs ($/kW-yr) $17.69 Cost...

AI summary The document presents a table outlining performance inputs and financing details for a system, including system cost, depreciation lifetime, financing percentages, interest rates, tax assumptions, and levelized costs. It includes data on capital costs, O&M expenses, and PRM adjustments.

COSS IG DR-10 Attachment 1 Page 5 of 6 p. p. 99
$3,601,316 $3,498,200 $3,393,298 $3,286,754 $3,178,697 $3,069,250 $2,958,524 $2,846,620 Interest $1,188,355 $1,138,840 $1,089,325 $1,039,811 $990,296 $940,781 $891,266 $841,751 $792,237 $742,722 $693,207 $643,692 $594,178 $544,663 $495,148...

AI summary The text presents a series of financial figures, including income, taxes, and after-tax income, over multiple periods. These figures are likely related to financial reporting or regulatory analysis, showing trends and calculations over time.

COSS SBA DR-6 Attachment 1 Page 5 of 24 p. p. 26
COSS SBA DR-6 Attachment 1 Page 5 of 24 212150 AP LIFE ADD 212250 AP DC PENSION 212300 AP DB PENSION 212350 AP CHARITY DONATIONS EMPLOYEES 212355 AP CHARITY DONATIONS EMPLOYEES IWK 212400 AP SOCIAL CLUB DUES 212500 AP UNION DUES LIVING AWA...

AI summary The document lists various accounts and liabilities, including pension funds, union dues, tax payables, and accrued liabilities. These entries are part of financial records related to Nova Scotia Power and other entities.

COSS SBA DR-6 Attachment 1 Page 16 of 24 p. p. 26
COSS SBA DR-6 Attachment 1 Page 16 of 24 536700 RELOCATION EXPENSE 560050 GRANTS IN LIEU OF TAXES 562050 DEPRECIATION EXPENSE 562100 ACCRETION EXPENSE 563050 AMORTIZATION OF DEFERRED TAXES 563100 REGULATORY AMORTIZATION UNUSUAL ITEMS DEFER...

AI summary The document presents a list of expense and income categories, including depreciation, interest, taxes, and grants, as well as a line of business segment description. It appears to be a financial statement or related regulatory filing, with some sections redacted due to confidentiality.

N-122026-2027 GRA FO 01-15 - Redacted 1 passage
Section 39
1) Figures presented reflect whole numbers which may cause rounding differences on some line items. 34 2) Pre-tax equity cost excludes the income tax gross-up factor.

AI summary The text notes that figures are rounded to whole numbers, which may cause discrepancies in line items. It also clarifies that pre-tax equity cost excludes the income tax gross-up factor.

N-142026-2027 GRA OP 01-15 - Redacted 17 passages
Q1 2025 compared to Q1 2024 p. p. 1
Q1 2025 compared to Q1 2024 Q1 2025 net income increased by $53 million compared to Q1 2024. The increase is due to decreased income tax expense due to recognition of clean technology investment tax credits in the current year and increase...

AI summary Q1 2025 net income increased by $53 million compared to Q1 2024, driven by decreased income tax expense from clean technology investment tax credits and increased operating revenues from higher sales volumes due to favorable weather.

Q4 2024 compared to Q4 2023 p. p. 1
Q4 2024 compared to Q4 2023 Q4 2024 net income increased by $31 million compared to Q4 2023. The increase is due to increased income tax recovery primarily due to the utilization of tax loss carryforwards offset to a deferred income tax re...

AI summary Q4 2024 net income increased by $31 million compared to Q4 2023, primarily due to increased income tax recovery from the utilization of tax loss carryforwards and offsetting a deferred income tax regulatory liability, partially offset by decreased tax deductions related to PP&E.

The income tax provision differs from that computed using the enacted combined Canadian federal and Nova Scotia provincial statutory income tax rate for the following reasons: p. p. 1
The income tax provision differs from that computed using the enacted combined Canadian federal and Nova Scotia provincial statutory income tax rate for the following reasons: For the Three months ended Six months ended millions of dollars...

AI summary The income tax provision differs from the statutory rate due to deferred income taxes on regulated income and investment tax credits. The effective income tax rate was -200% for the three months ended June 30, 2025, and -41% for the six months ended June 30, 2025.

Preamble p. pp. 27-176
Emera's capital investment plan will be funded primarily through internally generated cash flows, debt raised at the operating company level consistent with regulated capital structures, equity issuances, and proceeds from the anticipated...

AI summary Emera plans to fund its capital investment through internal cash flows, debt, equity, and the sale of NMGC. The company emphasizes maintaining investment-grade credit ratings and has a history of increasing dividends. It anticipates adjusted EPS growth and a reduction in the dividend payout ratio.

Income Tax (Recovery) Expense p. p. 33
Income Tax (Recovery) Expense For Q2 2025, income tax recovery increased $30 million compared to Q2 2024 due to the impact of the gain on sale of LIL in 2024; increased ITCs related to clean technology investments at NSPI; increased produc...

AI summary In Q2 2025, income tax recovery increased by $30 million compared to Q2 2024 due to factors such as gains from the sale of LIL, increased ITCs from clean technology investments at NSPI, and production tax credits from solar facilities at TEC. Year-to-date 2025, income tax expense increased by $61 million compared to 2024, partially offset by similar factors.

Section 193 p. p. 33
- (5) Net of income tax expense of $75 million for the three and six months ended June 30, 2024. - (6) Net of income tax recovery of $13 million for the three months ended June 30, 2025 (2024 $52 million recovery) and $71 million income ta...

AI summary The text provides information on income tax expenses and recoveries for the periods ending June 30, 2024, and June 30, 2025, highlighting changes in amounts over time.

Improvements to Income Tax Disclosures p. p. 33
Improvements to Income Tax Disclosures In December 2023, the FASB issued ASU 2023-09, Income Taxes (Topic 740): Improvements to Income Tax Disclosures. The standard enhances the transparency, decision usefulness and effectiveness of income...

AI summary In December 2023, the FASB issued ASU 2023-09, which enhances income tax disclosures by requiring more detailed and consistent reporting. The standard will be effective for annual reporting periods beginning after December 15, 2024, with early adoption permitted. The Company is currently evaluating the impact of the standard on its financial disclosures.

The income tax provision differs from that computed using the enacted combined Canadian federal and provincial statutory income tax rate for the following reasons: p. p. 33
The income tax provision differs from that computed using the enacted combined Canadian federal and provincial statutory income tax rate for the following reasons: Three months ended Six months ended For the June 30 June 30 millions of dol...

AI summary The income tax provision differs from the statutory rate due to several factors, including tax credits, deferred income taxes on regulated income, amortization of deferred income tax liabilities, foreign tax rate variance, asset impairment, valuation allowance, and other adjustments. The effective income tax rate was negative 6% for the three months ended June 30, 2025, and 13% for the six months ended June 30, 2025.

Section 1818 p. pp. 112-113
1 Includes an income tax recovery of $22 million for the three months ended December 2, 2024 and net of income tax expense of $53 million for the year ended December 31, 2024 (2023 – nil) 2 Net of income tax recovery of $6 million for the...

AI summary The text provides financial details including income tax recoveries and expenses for specific periods, as well as non-cash impairment charges and transaction costs for the year ended December 31, 2024. These figures are presented in USD and CAD.

Section 2209 p. pp. 67-68
5 Net of income tax recovery of $117 million recovery for the year ended December 31, 2024 (2023 – $68 million expense) 2 Net of income tax recovery of $6 million for the year ended December 31, 2024 (2023 – nil) 3 Represents (i) $206 mill...

AI summary The text provides financial details for the year ended December 31, 2024, including income tax recoveries and after-tax charges related to non-cash goodwill impairment and transaction costs.

2024 Board and Committee membership Attendance Total p. p. 166
2024 Board and Committee membership Attendance Total • Board 9 of 9 100% Management Resources and Compensation Committee (Chair) 5 of 5 100% Nominating and Corporate Governance Committee 3 of 3 100% Total Attendance 17 of 17 100% Total com...

AI summary The document outlines the 2024 Board and Committee membership attendance, showing full participation across all committees. It also details total compensation, DSU awards, and share ownership guidelines for Emera directors, including Mr. Demone's compliance with ownership requirements.

Directors Are Increasing Their Share/DSU Ownership Over Time p. p. 194
Directors Are Increasing Their Share/DSU Ownership Over Time By virtue of the compensation payable in DSUs, more than 58 per cent of the annual retainer for Emera Directors will be paid in DSUs, which mirrors the value of Emera common shar...

AI summary Directors of Emera are increasing their share and DSU ownership over time, with more than 58% of their annual retainer being paid in DSUs, which are valued similarly to Emera common shares. This increase is driven by the compensation structure, with most nominees opting for DSUs instead of cash.

Section 2717 p. p. 30
The number of PSUs, RSUs and stock options granted to senior management is determined after considering competitive benchmarking data and the individual's level of responsibility within the Company. Grants are calculated each year based on...

AI summary The number of PSUs, RSUs, and stock options granted to senior management is determined based on competitive benchmarking, individual responsibility, and performance. The MRCC reviews previous grants and total compensation history annually to ensure grants remain reasonable in relation to market data, company performance, and individual performance.

REDACTED (CONFIDENTIAL INFORMATION REMOVED) 2026-2027, GRAD OP-13 SATTRICHMENT 1 Page 103 OF 115 p. p. 40
REDACTED (CONFIDENTIAL INFORMATION REMOVED) 2026-2027, GRAD OP-13 SATTRICHMENT 1 Page 103 OF 115 Due to Canada Revenue Agency limitations on the maximum pension benefit that may be paid under the Pension Plan, a portion of the pension the...

AI summary The document discusses the structure and terms of the Pension Plan and Supplementary Retirement Plan, including limitations on pension benefits, closure of defined benefit components, and eligibility for retirement awards for certain executives. The retirement award is based on salary and years of service, and is only payable if the employee retires on their unreduced retirement date.

The following table shows the changes to accumulated value from January 1, 2024 to December 31, 2024 for the NEOs who participated in the Pension Plan on a defined contribution basis. p. p. 40
The following table shows the changes to accumulated value from January 1, 2024 to December 31, 2024 for the NEOs who participated in the Pension Plan on a defined contribution basis. Name Accumulated value at start of year ($) Compensator...

AI summary The table outlines the changes in accumulated value for Named Executive Officers (NEOs) in the Pension Plan on a defined contribution basis from January 1, 2024, to December 31, 2024, including both compensatory and non-compensatory changes.

The table below identifies how much of the short-term incentive for 2024 that each NEO elected to allocate to DSUs: p. p. 40
The table below identifies how much of the short-term incentive for 2024 that each NEO elected to allocate to DSUs: Name Percentage of 2024 annual incentive elected to deferred share units (%) Dollar amount of 2024 annual incentive elected...

AI summary The table outlines the allocation of short-term incentives for 2024 by each Named Executive Officer (NEO) to Deferred Share Units (DSUs), including the percentage and dollar amount elected by each individual.

Scott Balfour p. p. 40
Scott Balfour Resignation All unvested PSUs, RSUs and stock options are forfeited. Terminated for cause All unvested PSUs, RSUs and stock options are forfeited. Terminated without cause Entitled to a lump sum equal to 24 months' compensati...

AI summary This section outlines the terms and conditions for Scott Balfour's resignation, termination, change of control, and retirement, including the handling of unvested PSUs, RSUs, and stock options under different scenarios.

N-23NSPI (Doane Grant Thornton) RIR 1-93 - Redacted 2 passages
2026-2027 General Rate Application (M12451) NSPI Responses to GT Information Requests p. p. 43
2026-2027 General Rate Application (M12451) NSPI Responses to GT Information Requests 1 Request IR-61: 6 2026 and 2027, calculated at (11.5%) and 2.1% respectively, does not align with the 7 company's statutory rate of 29%. We would expect...

AI summary NSPI responds to information requests regarding corporate income tax rates and tax deductions in its 2026-2027 General Rate Application. NSPI explains that its effective tax rates for 2026 and 2027 do not align with the statutory rate of 29% due to accounting policies and the exclusion of certain tax deductions as directed by the Nova Scotia Energy Board.

CONFIDENTIAL (Attachment Only) p. p. 43
CONFIDENTIAL (Attachment Only) 1 (c) Please refer to NSEB IR-60 part (a) (ii). 2 3 (d) Any refund received would result in NS Power collecting the cash and removing the Long 4 term Income Tax Receivable from its balance sheet. To the exten...

AI summary The text discusses the financial implications of refunding disputed tax benefits, including the removal of long-term income tax receivables from NS Power's balance sheet and the potential recovery of denied benefits from customers, which may reduce future income tax expenses and cost of service.

N-27NSPI (NSEB) RIR 1-152 - Redacted (settlement agreement attached at IR-1) 10 passages
Nova Scotia Power Inc. Consolidated Statements of Cash Flows p. p. 20
Nova Scotia Power Inc. Consolidated Statements of Cash Flows For the Year ended December 31 millions of dollars 2024 2023 Operating activities Net income $ 160 $ 141 Adjustments to reconcile net income to net cash provided by (used in) ope...

AI summary The document presents Nova Scotia Power Inc.'s consolidated statements of cash flows for 2024 and 2023, detailing cash inflows and outflows from operating, investing, and financing activities, along with supplemental disclosures for interest, income taxes, and non-cash activities.

7 . INCOME TAXES p. p. 20
7 . INCOME TAXES The income tax provision, for the years ended December 31, differs from that computed using the enacted combined Canadian federal and Nova Scotia provincial statutory income tax rate for the following reasons:

AI summary The income tax provision differs from the computed tax using the enacted combined Canadian federal and Nova Scotia provincial statutory income tax rate due to various factors, though the specific reasons are not detailed in this excerpt.

millions of dollars 2024 2023 p. p. 20
millions of dollars 2024 2023 Income before provision for income taxes $ 118 $ 133 Statutory income tax rate 29% 29% Income taxes, at statutory income tax rate 34 39 Deferred income taxes on regulated income recorded as regulatory assets a...

AI summary The text provides a breakdown of income tax provisions and related deferred tax assets and liabilities for 2024 and 2023. It highlights changes in income before taxes, statutory tax rates, and deferred income tax balances. Key points include a net operating loss carryforward, investment tax credits, and valuation allowances for deferred tax assets.

Section 136 p. p. 20
Considering all evidence regarding the utilization of the Company's deferred income tax assets, it has been determined that NSPI is more likely than not to realize all recorded deferred income tax assets, except for the capital loss carryf...

AI summary The analysis concludes that NSPI is more likely than not to realize all deferred income tax assets, except for the capital loss carryforward, with only a valuation allowance recorded for the latter as of December 31, 2024.

Section 138 p. p. 20
NSPI files a Canadian federal income tax return, which includes its Nova Scotia provincial income tax. As at December 31, 2024, NSPI's tax years still open to examination by taxing authorities include 2006 and subsequent years. NSPI and th...

AI summary NSPI is in a tax dispute with the CRA over the timing of deductions for years 2006–2010 and 2013–2016, with a cumulative net amount in dispute of $126 million (including interest). NSPI has prepaid $55 million and filed a Notice of Appeal with the Tax Court of Canada. The outcome of the dispute remains uncertain.

As at December 31, 2024, future minimum lease payments to be received for each of the next five years and in aggregate thereafter are as follows: p. p. 20
As at December 31, 2024, future minimum lease payments to be received for each of the next five years and in aggregate thereafter are as follows: millions of dollars 2025 2026 2027 2028 2029 Thereafter Total Minimum lease payments to be re...

AI summary The text presents a table showing future minimum lease payments to be received by the company for each of the next five years and in aggregate thereafter, as of December 31, 2024. The section title 'RELATED PARTY TRANSACTIONS' suggests that the following content will discuss transactions involving related parties.

Consolidated Statements of Income p. p. 75
Consolidated Statements of Income For the Three months ended Year ended millions of dollars December 31 December 31 2024 2023 2024 2023 Operating revenues $ 479 $ 439 $ 1,855 $ 1,671 Fuel for generation and purchased power (216) 234 509 77...

AI summary The consolidated statements of income for Nova Scotia Power Inc. show increased operating revenues and net income for the three months and year ended December 31, 2024, compared to 2023. Key factors include changes in fuel costs, FAM deferrals, and DSM expenses.

16 17 p. p. 56
16 17 Capital Project Depreciation Incurred at Net book value at 23 (c) The Benchmarking Analysis Report in OP-03 Attachment 1 did not include a comparison 24 of working capital requirement. 1 Request IR-99: 2 3 Reference: Exhibit N-17, SR...

AI summary The text discusses Nova Scotia Power's need to make tax installments in 2026 related to preferred share dividends and the delay in receiving cash from an Investment Tax Credit (ITC) until 2027. This delay necessitates an increase in working capital to finance the earnings without the corresponding cash receipt.

Scientific Research & Experimental Development Investment Tax Credits p. pp. 56-73
Scientific Research & Experimental Development Investment Tax Credits NS Power routinely amends its corporate income tax returns to claim Scientific Research & Experimental Development ("SR&ED") Investment Tax Credits ("ITC's"). The reduce...

AI summary NS Power regularly claims Scientific Research & Experimental Development Investment Tax Credits on its corporate income tax returns, with amounts claimed varying between years, including nil in 2015, 2019, and 2021, and amounts of $0.2 million and $0.1 million in other years.

Actual was 39.9%, which is being treated here as 40%. p. p. 73
Actual was 39.9%, which is being treated here as 40%. 1 Accrued Refund Interest Error Correction 2 During 2018, the Canada Revenue Agency ("CRA") accepted NS Power's request to 3 amend the 2011, 2012 and 2013 corporate income tax returns t...

AI summary The document discusses corrections made by NS Power to its corporate income tax returns for 2011-2013, including the removal of incorrectly reported accrued refund interest and reallocation of biomass generation asset costs. It also includes a request and response for recent credit rating reports for NS Power.

N-33Evidence - Doane Grant Thorton - Redacted 5 passages
4 Figure 1 – Summary of findings, observations and conclusions p. p. 2
4 Figure 1 – Summary of findings, observations and conclusions # Report section Findings, observations, and conclusions 5. Taxes including income taxes and grants in lieu of property taxes We have reviewed taxes including income taxes and...

AI summary The report reviews taxes, including income taxes and grants in lieu of property taxes, for NS Power's 2024 Actuals, 2025 Budget, and future forecasts. The analysis confirms that the 2026 and 2027 tax forecasts are reasonable, with grants in lieu of property taxes being the primary driver of the amounts.

Preamble p. pp. 44-56
7 - 9 Our procedures with respect to income tax expense include the following: - 10 Recalculated income taxes based on substantively enacted corporate income tax rates for Federal and 11 Provincial jurisdictions. - 12 Assessed the reasonab...

AI summary The text outlines procedures for handling income tax expense, including recalculating taxes based on enacted corporate income tax rates, assessing reasonableness based on forecast income, and reviewing NS Power's deferred income tax regulatory assets and liabilities in relation to test year revenue requirements.

2 p. p. 44
2 Proposed Rates ($ millions) 2024C 2024A 2025F 2026F 2027F Notes Net income before tax (accounting) 202.0 146.4 180.3 216.6 Net income for tax purposes before CCA 214.0 654.9 215.7 255.9 [1] Less: CCA (390.2) (189.2) (265.5) (246.7) Net i...

AI summary This table presents proposed income tax figures for various years, showing net income before tax, taxable income, and effective income tax rates. It includes adjustments for deferred income taxes, loss carryforwards, and regulatory deferrals. The effective income tax rate varies significantly across years, from -23% in 2024A to 2% in 2027F.

Section 199 p. p. 55
18 The following table provides the average long-term income tax receivable used in the calculation of average rate 19 base for the forecast years 2026-2027:

AI summary The text introduces a table that outlines the average long-term income tax receivable used in calculating the average rate base for the forecast years 2026-2027.

Figure 28 – Long-term income tax receivable[223](#page-58-4) 20 p. p. 55
Figure 28 – Long-term income tax receivable[223](#page-58-4) 20 Proposed ($ millions) 2025F 2026F 2027F Long-term income tax receivable - opening balance Forecast interest Long-term income tax receivable - closing balance 95.3 99.5 Average...

AI summary The text presents a table showing the forecasted long-term income tax receivable for 2025, 2026, and 2027, with figures indicating an increase from 95.3 million in 2026 to 99.5 million in 2027. The average long-term income tax receivable included in rate base is noted as $93.3 million in 2026.

N-44STATE OF CONNECTICUT PUBLIC UTILITIES REGULATORY AUTHORITY 4 passages
6. State Income Taxes p. p. 192
6. State Income Taxes The Company proposes a net state income tax (SIT) expense of $4,509,765 based on the operating income at current rates. Ex. UI-RRP-1, pp. 103-104; Late Filed Ex. 1, Att. 2 Supp., Sch. C-1.0; Sch. WP C-3.23. The Compan...

AI summary The Company proposes a net state income tax (SIT) expense of $4,509,765, but the Authority adjusts this amount based on the FCIC credit and revenue adjustments, ultimately disallowing $1,474,234 of the proposed SIT expense.

Table 72: Summary of Adjustments to Current Taxable Income p. pp. 192-193
Table 72: Summary of Adjustments to Current Taxable Income Expense/(Revenue) Adjustments at Current Rates Amount ($) Payroll Taxes 45,774 Property Taxes 343,518 GET Expense 397,767 Other Revenue (5,728,864) O&M 18,240,917 Interest Synchron...

AI summary The document presents summaries of adjustments to current taxable income and federal income taxes. It includes tables detailing various expenses and revenues, and outlines the company's proposed federal income tax based on operating income and incremental revenue for the rate year.

Table 75: Calculation of Interest Synchronization Adjustment p. p. 194
Table 75: Calculation of Interest Synchronization Adjustment Proposed Average Rate Base (A) 1,384,647,638 Adjustment to the Proposed Weighted Cost of LTD (B) 0.0500% Increased to the Allowed Interest Expense (C) 692,324 Adjustment to the P...

AI summary The Authority applies a $3,297 interest synchronization adjustment to align the allowed rate base and weighted cost of long-term debt in the calculation of allowed state and federal income taxes.

Table 76: Approved Revenue Requirement p. pp. 194-195
Table 76: Approved Revenue Requirement Section Revenue Component Amount ($) IV.A Allowed Rate Base 1,354,956,818 V.A Weighted Average Cost of Capital 7.040% Allowed Cost of Capital 95,388,960 Allowed Expenses: VI.A Operations & Maintenance...

AI summary Table 76 outlines the Approved Revenue Requirement, including the allowed rate base, cost of capital, and various expenses such as operations, depreciation, and taxes. Section VIII introduces the topic of rate design, indicating a focus on how rates are structured.

N-48Direct testimony of Jacob Pous 1 passage
UTILITY RATE PROCEEDINGS IN WHICH TESTIMONY HAS BEEN PRESENTED BY JACOB POUS p. p. 79
UTILITY RATE PROCEEDINGS IN WHICH TESTIMONY HAS BEEN PRESENTED BY JACOB POUS ALASKA Southern Union Gas Company 2738, 2958, 3002, 3018, 3019 Cons. Cost of Service, Rate Design, Depreciation Southern Union Gas Company 6968 Interim & Cons. Af...

AI summary Jacob Pous has provided testimony in multiple utility rate proceedings involving Southern Union Gas Company, covering topics such as cost of service, rate design, depreciation, affiliate transactions, and rate base. These proceedings include various consolidated and interim cases with different focus areas.

N-67Response to Undertaking U-4 - Combined Redacted Only 1 passage
DEMAND CLASSIFICATION
DEMAND CLASSIFICATION (1) TOTAL (2) (3) SMALL (4) (5) GENERAL (6) SMALL (7) MEDIUM (8) LARGE (9) (9) (10) (11) ALLOCATION COMPANY DOMESTIC GENERAL GENERAL LARGE INDUSTRIAL INDUSTRIAL INDUSTRIAL PHP MUNICIPAL UNMETERED FACTOR (1) Transmissi...

AI summary The document presents a detailed breakdown of costs and revenues related to demand classification, including operating and maintenance expenses, depreciation, interest, taxes, and other financial figures. It includes various line items and references to documents and orders.

N-84Response to Undertaking U-17 45 passages
Section 229
D×E a) les règles du paragraphe 16.1(1) s’appliquent au where bail; D is the taxpayer’s ratio of permissible ex- b) il ne serait pas considéré comme un bail pour une penses for the year, and durée de plus d’un an pour l’application de l’al...

AI summary The text outlines a calculation involving permissible expenses, adjusted taxable income, and interest and financing revenues for a taxpayer, referencing specific provisions of the Income Tax Act.

Section 233
ment au contribuable pour l’année, la somme (b) the total of all amounts each of which is, in respect of a corporation that is a controlled 2021-2022-2023-2024 9 70-71 Eliz. II – 1-2 Cha. III 2026-2027 GRA U-17 Attachment 2 Page 28 of 546...

AI summary The text references amendments to the Income Tax Act and other legislation as part of the Fall Economic Statement Implementation Act, 2023. It includes a section reference to Article 7 of the Loi de l’impôt sur le revenu.

Section 282
peut être déduit (A) there are to be reductions to the taxpayer’s excess capacity for the transfer year and the (A) en application de l’un des paragraphes three taxation years immediately preceding the 20(11) à (12.1) et 126(1) et (2), tra...

AI summary The text discusses the conditions under which a taxpayer's excess capacity can be reduced, referencing specific paragraphs of the Income Tax Act and the criteria for determining the amount of reduction based on transferred capacity.

Section 288
venant d’une entreprise exploitée activement en applica- 1 subparagraph (i), in respect of amounts tion de l’alinéa 95(2)a) ou une somme qui est visée par la of transferred capacity for years preceding division 95(2)a)(ii)(D) et réputée nu...

AI summary The text discusses the calculation of absorbed capacity and transferred capacity in relation to tax regulations, specifically referencing subparagraphs and sections of the Income Tax Act. It outlines how amounts related to absorbed and transferred capacity are treated for tax purposes, including reductions and calculations involving affiliated companies.

Section 377
alinéa) qu’il est payer or a person or partnership that does not raisonnable de considérer comme étant exclue, ré- deal at arm’s length with the taxpayer with re- duite, compensée ou autrement effectivement à spect to the loan or other fin...

AI summary This text discusses the conditions under which a lease financing amount is considered for tax purposes, focusing on the inclusion of such amounts in the taxpayer's income and the exclusion of interest for the year, with specific references to the Income Tax Act.

Section 383
under subsection 212(1)) that is deducted un- pour l’année (déterminé compte non tenu du der subsection 91(4) in computing the taxpay- paragraphe (2), des alinéas 12(1)l.2) et er’s income for any taxation year in respect of 111(1)a.1) et d...

AI summary The text discusses provisions related to foreign accrual tax and the computation of a taxpayer's income, including deductions and the inclusion of losses and capital losses under specific subsections of the Income Tax Act.

Section 384
buable à la fin d’une année d’imposition de la arrangement, to the extent that société affiliée se terminant dans l’année – ou (i) the amount une société étrangère affiliée contrôlée d’une société de personnes dont le contribuable ou (A) i...

AI summary The text discusses tax deductions related to affiliated companies and foreign-controlled affiliated companies, focusing on the calculation of deductible amounts and the application of specific formulas for tax years.

Section 391
(ii) in respect of income or profits tax paid to a obtenue par la formule suivante : country other than Canada that F×G−H (A) can reasonably be considered to have been paid in respect of the subject amount, où : and F représente le total d...

AI summary The text defines 'lease financing amount' as a portion of a specific payment related to a particular lease. It also outlines conditions for income or profits tax paid to a country other than Canada, focusing on deductions and calculations under specific tax provisions.

Section 398
vante : computing any income or loss of the affiliate that is W−X−Y 2021-2022-2023-2024 36 70-71 Eliz. II – 1-2 Cha. III 2026-2027 GRA U-17 Attachment 2 Page 55 of 546 Chapter 15: Fall Economic Statement Implementation Act, 2023 Chapitre 1...

AI summary The text references amendments to the Income Tax Act and other legislation under the Fall Economic Statement Implementation Act, 2023. It highlights changes to the Income Tax Act, specifically Section 7, as part of broader legislative modifications.

Section 447
g) la somme que le contribuable peut déduire en ap- plication des paragraphes 66.7(1), (2) ou (2.3) à (5).

AI summary The text refers to the amount a taxpayer can deduct under specific paragraphs of the Income Tax Act, particularly sections 66.7(1), (2), and (2.3) to (5).

Section 462
onnexes Income Tax Act Loi de l’impôt sur le revenu Section 7 Article 7 (B) le paragraphe (9) ne s’applique pas à un avantage fiscal relativement à un choix antérieur pour l’année d’imposition du cédant ou du ces- sionnaire, (ii) soit le m...

AI summary This text discusses provisions related to the Income Tax Act, specifically regarding the extension of time for making an election or granting permission to amend an election. It outlines conditions under which the Minister may allow modifications to prior elections.

Section 479
ount in respect of the particular amount is si, selon le cas : deductible in computing the foreign accrual property income of a corporation that is a foreign affiliate, but 2021-2022-2023-2024 50 70-71 Eliz. II – 1-2 Cha. III 2026-2027 GRA...

AI summary This text outlines provisions related to the deductibility of amounts received by a taxpayer or a partnership from a foreign affiliate, specifically in the context of the Income Tax Act and its amendments under the Fall Economic Statement Implementation Act, 2023.

Section 508
vante : (d) member states of the European Union; C+D+E+F+G 2021-2022-2023-2024 55 70-71 Eliz. II – 1-2 Cha. III 2026-2027 GRA U-17 Attachment 2 Page 74 of 546 Chapter 15: Fall Economic Statement Implementation Act, 2023 Chapitre 15 : Loi d...

AI summary The text references the Income Tax Act and its amendments under the Fall Economic Statement Implementation Act, 2023. It includes a section reference (Section 7) and mentions the legislative context in French.

Section 536
e of that in- come or loss; and b) Australie; B is the total of all amounts each of which is the amount of a dividend included in the determination c) Brésil; of an amount referred to in any of paragraphs (a) to 2021-2022-2023-2024 60 70-7...

AI summary The text outlines provisions related to income tax, including definitions and amendments, with references to various countries and jurisdictions. It includes terms such as 'Australie,' 'Brésil,' and 'Hong Kong (Chine),' suggesting international tax considerations.

Section 550
a membre canadien du groupe pour une année relevant taxation year, does not exceed the least of d’imposition pertinente,

AI summary The text discusses a Canadian member's tax year and references a relevant taxation year, indicating a connection to income tax regulations.

Section 553
B le revenu imposable rajusté du membre pour dance with this section; and chaque année d’imposition pertinente,

AI summary The text discusses the adjusted taxable income of a member for each relevant year of taxation, with a reference to a section that needs to be danced with. The context is related to income tax regulations.

Section 641
income or profits in respect of lier Deux), publiées par l’Organisation de coopéra- which the entity is subject to an income or profits tion et de développement économiques. (foreign tax that is charged at a nil rate, the relevant expense...

AI summary The text outlines provisions related to income tax and includes references to legislative amendments, particularly in the context of foreign income and profits, as well as the Fall Economic Statement Implementation Act, 2023.

Section 643
mismatch rule (other than any rule that is substan- a) les revenus, les bénéfices, les flux de trésorerie, le tially similar in effect to subsection 113(5)); prix des marchandises ou tout autre critère semblable; D is any portion of the re...

AI summary The text outlines a mismatch rule, defining scenarios where certain amounts may be excluded, reduced, or sheltered from income or profits tax due to exemptions, credits, or other relief mechanisms, particularly in relation to dividends, interest, and distributions.

Section 646
− I ÷ J) where (A) soit s’applique particulièrement à la totalité ou à une partie du montant et non au calcul du I is the rate at which the income or profits tax re- revenu de façon générale, ferred to in clause (i)(A) in the description o...

AI summary The text discusses the calculation of income or profits tax for foreign taxation years, specifying formulas for determining tax rates based on relevant amounts and sources of income. It outlines scenarios where tax rates apply to specific portions of income rather than generally.

Section 647
au paiement dans le calcul du revenu ou de la made up for the purpose of computing relevant foreign perte de la société de personnes, tiré d’une source 2021-2022-2023-2024 78 70-71 Eliz. II – 1-2 Cha. III 2026-2027 GRA U-17 Attachment 2 Pa...

AI summary The text references amendments to the Income Tax Act and other legislation as part of the Chapter 15: Fall Economic Statement Implementation Act, 2023. It includes a section reference (Section 8) under the Income Tax Act.

Section 659
compensée ou par ailleurs effectivement à l’abri de l’impôt sur le revenu ou sur les bénéfices en 2021-2022-2023-2024 80 70-71 Eliz. II – 1-2 Cha. III 2026-2027 GRA U-17 Attachment 2 Page 99 of 546 Chapter 15: Fall Economic Statement Imple...

AI summary The text references the Income Tax Act and its amendments under the Fall Economic Statement Implementation Act, 2023. It outlines legislative changes related to tax provisions, though specific details of the amendments are not provided in the excerpt.

Section 665
d’une entité, le revenu ou les bénéfices pour lesquels l’en- tité est assujettie à un impôt sur le revenu ou les 2021-2022-2023-2024 81 70-71 Eliz. II – 1-2 Cha. III 2026-2027 GRA U-17 Attachment 2 Page 100 of 546 Chapter 15: Fall Economic...

AI summary This text discusses amendments to the Income Tax Act and other legislation under the Chapter 15: Fall Economic Statement Implementation Act, 2023. It references the taxation of foreign income or profits by a foreign government.

Section 669
ment jusqu’à concurrence du montant de l’asymétrie hy- bride relativement au paiement. Structured arrangements — exception Dispositifs structurés — exception (5) If subsection (4) or 12.7(3) would, in the absence of (5) Si, en l’absence du...

AI summary The text discusses exceptions to the application of certain provisions related to hybrid mismatch arrangements in the context of structured arrangements and payments in computing a taxpayer's income from a business or property for a taxation year.

Section 717
accrue) for a pertinents pour une année d’imposition étran- period before the transfer; gère, selon le cas,

AI summary The text discusses the accrual of certain obligations or liabilities for a period before a transfer, with references to income tax regulations for a fiscal year.

Section 732
nexes Income Tax Act Loi de l’impôt sur le revenu Section 8 Article 8 (ii) paragraph (c) of the definition specified bene- (ii) l’alinéa c) de la définition de bénéficiaire dé- ficiary in subsection 18(5) is deemed to apply at terminé au p...

AI summary This text refers to the Income Tax Act, specifically Section 8, Article 8, which discusses the application of paragraph (c) of the definition of 'specified beneficiary' in subsection 18(5), and how references to 'particular person' are to be interpreted as references to 'first entity'.

Section 754
suit de douze mois la fin de l’année : (i) the lesser of (i) la moindre des sommes suivantes : (A) the amount by which the deduction that was denied exceeds the total of all amounts already (A) l’excédent du montant de la déduction refu- d...

AI summary This text outlines a provision related to the deduction of foreign ordinary income, specifying that the lesser of two amounts is deductible. The provision applies to payments arising on or after July 1, 2022.

Section 787
action privilégiée sans droit de vote ou une dette, selon le cas : 2021-2022-2023-2024 102 70-71 Eliz. II – 1-2 Cha. III 2026-2027 GRA U-17 Attachment 2 Page 121 of 546 Chapter 15: Fall Economic Statement Implementation Act, 2023 Chapitre...

AI summary This text outlines amendments to the Income Tax Act and related legislation, focusing on definitions and entities involved in tax-related provisions. It includes references to purchaser corporations, subject corporations, and relevant group entities.

Section 794
es Income Tax Act Loi de l’impôt sur le revenu Section 17 Article 17 (A) to be met as of the time of the disposition, (A) avoir été remplies au moment de la disposi- and tion,

AI summary This text references the Income Tax Act, Section 17, which outlines conditions related to the disposition of property, requiring certain criteria to be met at the time of disposition.

Section 864
dans sa déclaration de revenu en vertu de la présente partie pour l’année donnée. (9) Section 88 of the Act is amended by adding the (9) L’article 88 de la même loi est modifié par ad- following after subsection (1.1): jonction, après le p...

AI summary This text refers to a section of an act being amended, specifically section 88, with the addition of content after subsection (1.1). The amendment is related to income tax regulations and is presented in both English and French.

Section 867
subsidiary’s particu- celle-ci dans laquelle l’année d’imposition donnée de la lar taxation year ended. filiale s’est terminée.

AI summary The text refers to a subsidiary's taxation year and the income tax year in which it ended, indicating a focus on tax-related matters.

Section 868
Adjusted taxable income — non-capital losses of Revenu imposable rajusté — pertes autres qu’une subsidiary perte en capital d’une filiale (1.12) If paragraph (1.1)(c), (d) or (d.1) deems a particu- (1.12) Si, selon les alinéas (1.1)c), d)...

AI summary The text discusses the adjustment of taxable income related to non-capital losses of a subsidiary that has been wound up, and how these losses are treated as the parent company's non-capital losses for tax purposes under specific provisions of the Income Tax Act.

Section 924
activement pour une année d’imposition en payment are application du sous-alinéa a)(ii),

AI summary The text discusses the active processing of a tax year and payment application under a specific clause, indicating a procedural step in a regulatory or tax-related matter.

Section 933
the Act is re- 25 (1) Le sous-alinéa 96(2.1)b)(ii) de la même loi placed by the following: est remplacé par ce qui suit : (ii) the amount required by subsection 127(8) or (ii) la partie du montant déterminé à l’égard de la 127.44(11) in re...

AI summary This text amends the Income Tax Act, specifically subsection 25(1), to adjust the calculation of the investment tax credit or credit d'impôt for partnerships, incorporating the amount required by subsections 127(8) or 127.44(11).

Section 943
the Act is replaced by the fol- paragraphe 108(1) de la même loi, est remplacé lowing: par ce qui suit : (a.1) a trust (other than a trust described in para- a.1) la fiducie (sauf celle visée aux alinéas a), d) ou h), graph (a), (d) or (h)...

AI summary The text discusses amendments to the Income Tax Act and other legislation, specifically under Part 1 of the Fall Economic Statement Implementation Act, 2023. It outlines changes to sections 26-27 of the Income Tax Act, including modifications to trust provisions and the replacement of certain paragraphs.

Section 961
s paragraphes 113(1) et 138(6), dans 138(6), in computing the taxpayer’s taxable in- le calcul de son revenu imposable pour l’année, come for the year, or (11) Subsection 111(8) of the Act is amended by (11) Le paragraphe 111(8) de la même...

AI summary The text discusses amendments to subsection 111(8) of the Act, specifically adding new provisions in alphabetical order, as well as references to subsections 113(1) and 138(6) related to the calculation of taxable income for the year.

Section 970
e following after subsection (2): adjonction, après le paragraphe (2), de ce qui suit : Mark-to-market property Bien évalué à la valeur du marché (2.01) No deduction may be made under subsection (1) (2.01) Aucune déduction ne peut être fai...

AI summary This text discusses amendments to the Income Tax Act, specifically regarding the prohibition of deductions for dividends received on shares by financial institutions. The amendment is part of the Fall Economic Statement Implementation Act, 2023.

Section 985
A×B where où : A is the non-business-income tax paid by the corpo- ration applicable to the particular amount or por- A représente l’impôt sur le revenu ne provenant pas tion of the particular amount, as the case may be, d’une entreprise p...

AI summary The text outlines a formula for calculating a tax factor related to non-business income paid by a corporation, and it specifies a filing requirement for corporations to submit a prescribed form with their income tax return if a sum is deemed not to be a dividend received from a foreign affiliate.

Section 994
f the Act is replaced 34 (1) L’alinéa 127(8.1)b) de la même loi est rem- by the following: placé par ce qui suit : (b) the taxpayer’s at-risk amount in respect of the b) la fraction à risques de l’intérêt du contribuable partnership, less...

AI summary This text outlines amendments to the Income Tax Act, specifically modifying the at-risk amount calculation for partnerships in relation to clean economy tax credits. The changes adjust how the taxpayer's at-risk amount is calculated by subtracting amounts required by clean economy allocation provisions.

Section 1354
née d’imposition avant le moment donné; F is the total of all amounts, each of which is the F le total des montants dont chacun représente la portion of an amount required to be included in fraction d’un montant à inclure dans le calcul du...

AI summary The text discusses the calculation of the Flexible Spending Account (FHSA) amount for an individual, considering the portion of an amount required to be included in computing income under subsection 146.6(6) of the Income Tax Act in previous taxation years. It also mentions a scenario where the Minister may adjust the formula if it does not yield an appropriate result based on the individual's circumstances.

Section 1370
ar. b) l’impôt remboursable déterminé de la convention déterminée à la fin de l’année d’imposition. Refundable tax definition Définition de impôt remboursable (4) If an eligible employer claims a refund under subsec- (4) Si un employeur ad...

AI summary The text defines refundable tax and outlines modifications to the Income Tax Act, specifically sections 57-58, related to refundable tax calculations for eligible employers.

Section 1372
(i) 50% of all amounts paid as distributions to one (i) la moitié des montants payés attribués à une or more persons (including amounts that are re- personne ou répartis entre plusieurs — y compris quired by paragraph 12(1)(n.3) to be incl...

AI summary The text outlines the rules for determining the portion of distributions from a retirement compensation arrangement that are subject to taxation, including the 50% rule and the inclusion of amounts determined under subsection 207.71(3) for the current and preceding year.

Section 1524
ing after subsection (42): adjonction, après le paragraphe (42), de ce qui suit : Substantive CCPC — anti-avoidance SPCC en substance — anti-évitement (43) For the purposes of this Act, if it is reasonable to (43) Pour l’application de la...

AI summary This text amends the Income Tax Act to address anti-avoidance measures, specifically targeting transactions that allow corporations resident in Canada (excluding certain controlled corporations) to avoid tax on their aggregate investment income.

Section 1528
a) aux années d’imposition d’une société com- on or after April 7, 2022, if mençant à compter du 7 avril 2022 si, à la fois :

AI summary The text references the Income Tax Act and mentions a provision related to the taxation years of a corporation starting on or after April 7, 2022.

Section 1565
ome Tax Regulations Règlement de l’impôt sur le revenu Section 83 Article 83 foreign accrual property income in subsection 95(1) affiliée pour l’année s’il n’était pas tenu compte des of the Act were read without reference to F and F.1 in...

AI summary This section of the Income Tax Regulations discusses the determination of foreign accrual property income under subsection 95(1) of the Act, considering the formula for calculating it without reference to elements F and F.1. It also addresses the calculation of income tax paid to a country's government by an affiliate.

Section 1566
au gouvernement d’un pays qu’il est raisonnable de considérer comme un impôt sur ce revenu; (6) Subclause (b)(i)(A)(I) of the definition net (6) La subdivision b)(i)(A)(I) de la définition de loss in subsection 5907(1) of the Regulations i...

AI summary This text outlines regulatory amendments to the definition of net loss and taxable surplus in the context of income tax regulations. It modifies specific subclauses and subparagraphs related to foreign accrued property income and taxable surplus calculations.

20260109-1Hearing Transcript — 01/09/2026 (Pecurica, Willett, WIlliams, Flemming, MacIntosh) 1 passage
Section 79
an it up, but I have further questions. You did a great job, Mr. Mahody, I just have I have more questions. So this is covered in paragraph page 74 of the Application, N-3. So this I'll bring INTERNATIONAL REPORTING INC. CERTIFIED COURT RE...

AI summary The discussion revolves around the application of a tax limitation enacted in 2024, specifically whether it has been applied in previous tax years and when it came into effect. The speaker references Bill C-59 and an updated version of rules from August 2025, which included an exemption for regulated utilities.

20260112-1Hearing Transcript — 01/12/2026 (Pecurica, Willett, Flemming, MacIntosh) 1 passage
NSP GENERAL/REGULATORY PANEL 1023 Questions, (Chair)
NSP GENERAL/REGULATORY PANEL 1023 Questions, (Chair) 1 were understood to be the ranking public officials on this 2 pay scale. 3 Q. And you also are aware that at 4 around the same time as government changed the senior 5 officials pay plan...

AI summary The discussion focuses on Nova Scotia Power's appeal regarding tax deductions disallowed by the Canada Revenue Agency and the timeline for the appeal to be heard in the Tax Court of Canada. The response indicates that the timing is currently unknown and may be impacted by external factors.

20260112-2Hearing Transcript — 01/12/2026 (Brown, Griffiths, Musco, Morgan) 1 passage
In-ch, (Mahody)
In-ch, (Mahody) 1 opinion is based true and accurate, to the best of your 10 will increase return, which will also potentially have 11 impacts on income taxes, which are somewhat varied, 12 because depreciation is a tax addback. So your in...

AI summary The discussion highlights the potential impact of ELG versus ALG procedures on income taxes, noting that depreciation is a tax addback and that income taxes may be higher or lower depending on the method used. It also mentions increased rate base and financing expense as potential impacts.

Disclaimer: These summaries were generated by AI from the filings they describe. We take care to make them accurate, but errors are possible - and they aren't advice. Only the filings themselves are the record: if you're relying on something here, confirm it against the source documents or the Nova Scotia Energy Board's own record. Full disclaimer →