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CRA Prescribed Interest Rate 2026 | Quarterly Rates & History

Updated

CRA Prescribed Interest Rate 2026

The CRA prescribed interest rate is set quarterly and affects employee loans, shareholder loans, tax instalments, and income-splitting strategies.

2026 Quarterly Rates

Quarter Period Prescribed Rate Overdue Tax Rate Refund Rate Corporate Overpayment
Q1 2026 Jan 1 – Mar 31 4% 6% 4% 2%
Q2 2026 Apr 1 – Jun 30 4% 6% 4% 2%
Q3 2026 Jul 1 – Sep 30 TBD TBD TBD TBD
Q4 2026 Oct 1 – Dec 31 TBD TBD TBD TBD

Rates for Q3 and Q4 2026 will be announced approximately one month before each quarter begins.

How the Prescribed Rate is Calculated

The base prescribed rate is the average yield on 90-day Government of Canada Treasury bills from the first month of the preceding quarter, rounded up to the nearest whole percentage.

Rate Type Formula
Base prescribed rate T-bill average, rounded up
Overdue tax interest Base + 2%
Refund interest Base rate
Corporate overpayment Base − 2% (minimum 0%)

What the Prescribed Rate Affects

1. Employee and Shareholder Loans

If your employer or corporation provides you a low-interest or interest-free loan, you have a taxable benefit equal to:

Prescribed rate − interest you paid = taxable benefit rate

Loan Scenario Taxable Benefit (Q1 2026)
$100,000 interest-free loan $4,000/year taxable benefit
$100,000 loan at 2% $2,000/year taxable benefit
$100,000 loan at 4%+ No taxable benefit

2. Income-Splitting Loans (Section 74.5)

You can lend money to a lower-income spouse or family member at the prescribed rate to split investment income. The loan must:

  • Charge interest at at least the prescribed rate in effect when the loan is made
  • Interest must be paid by January 30 of the following year
  • The rate is locked in for the life of the loan
Prescribed Rate When Loan Made Required Annual Interest on $500,000 Loan
1% (Q1-Q3 2020) $5,000/year
2% (Q4 2022) $10,000/year
4% (Q1 2026) $20,000/year

Tip: The best time to set up a prescribed-rate loan is when rates are low. If you set up a loan when the rate was 1%, you only need to pay 1% interest for the life of the loan.

3. Overdue Tax Payments

Interest on unpaid taxes, instalments, and reassessments is charged at the prescribed rate + 2%:

Quarter Overdue Tax Rate
Q1 2026 6%
Q2 2026 6%

This interest is not tax-deductible for individuals.

4. CRA Refund Interest

CRA pays interest on late refunds at the base prescribed rate:

Quarter Refund Rate
Q1 2026 4%
Q2 2026 4%

Refund interest is taxable income — you’ll receive a T1 or T3 slip.

Prescribed Rate History

Quarter Rate Quarter Rate
Q1 2026 4% Q1 2024 6%
Q2 2026 4% Q2 2024 6%
Q3 2025 4% Q3 2024 5%
Q4 2025 4% Q4 2024 4%
Q1 2025 4% Q1 2023 5%
Q2 2025 4% Q2 2023 5%
Q3 2022 3% Q3 2023 5%
Q4 2022 4% Q4 2023 6%
Q1 2022 1% Q1 2021 1%
Q2 2022 2% Q1 2020 2%

Long-Term Trend

Period Typical Rate
2009-2021 1-2%
2022-2023 1-6% (rising)
2024-2026 4-6% (elevated)

Strategies Using the Prescribed Rate

Prescribed Rate Loan for Income Splitting

  1. Lend money to your lower-income spouse at the current prescribed rate
  2. Spouse invests the funds and earns investment income
  3. Investment income is taxed in the spouse’s hands (lower bracket)
  4. Spouse pays you the prescribed rate interest by January 30 annually
  5. You report the interest income; spouse deducts the interest paid

Break-even analysis: The strategy is beneficial when the spouse’s investment return exceeds the prescribed rate, and the tax savings from splitting exceed the interest cost.

Corporate Shareholder Loans

  • Borrow from your corporation at the prescribed rate to avoid a taxable benefit
  • The rate must be at least the prescribed rate at the time of the loan
  • Repay within one fiscal year to avoid the full loan inclusion under Section 15(2)