# Donations Worksheet **URL:** \ **Category:** Product Suggestions\ **Created:** [April 12, 2022, 11:29pm UTC](https://www.protaxcommunity.com/t/donations-worksheet/5794 "2022-04-12T23:29:10Z")\ **Posts on this page:** 4\ **Page:** 1
**Author:** ![mhyde](https://avatars.discourse-cdn.com/v4/letter/m/eb9ed0/32.png) [@mhyde](https://www.protaxcommunity.com/u/mhyde)\ **Post date:** [April 12, 2022, 11:29pm UTC](https://www.protaxcommunity.com/t/donations-worksheet/5794/1 "2022-04-12T23:29:11Z")
Every year I complete tax returns for one or two couples who want charitable donations claimed on a spouse other than the one who is the “optimized”. For example, TaxCycle wants to claim donations on a spouse who is in the highest (53%) bracket. This is logical, but this couple (for their own good reasons) wants the donations on the lower-income spouse’s return. I dread this every year because its is difficult (or at least not self-evident) to do in TaxCycle, and since I only do it once or twice, I can’t remember how from one year to the next! It is frustrating that something that should be so simple is unnecessarily complicated (and requires an Override!). TaxCycle is a great product, but I hope this little problem can be fixed by making it easy to transfer donations from one spouse to the other right on the Donations Worksheet with check-boxes or similar method. ---
**Author:** ![neal](https://avatars.discourse-cdn.com/v4/letter/n/49beb7/32.png) [@neal](https://www.protaxcommunity.com/u/neal)\ **Post date:** [April 13, 2022, 12:08am UTC](https://www.protaxcommunity.com/t/donations-worksheet/5794/2 "2022-04-13T00:08:04Z")
The tax credit value of donations only varies between spouses if one can’t use the entire credit. The tax bracket doesn’t matter. I most often shift when one owes, the other has a refund. I reduce the refund by putting donations in the payer’s return. I have one couple who are both generous donors. I leave the donations on each donor’s return, print a family summary, then put them on one return. They have some method of calculating what one owes the other. I don’t want to know. ---
**Author:** ![SmallBizGuy](https://avatars.discourse-cdn.com/v4/letter/s/74df32/32.png) [@SmallBizGuy](https://www.protaxcommunity.com/u/SmallBizGuy)\ **Post date:** [April 13, 2022, 1:59am UTC](https://www.protaxcommunity.com/t/donations-worksheet/5794/3 "2022-04-13T01:59:15Z")
Exactly, Because it’s a credit the cash value is the same. Put it where it reduces the debit, unless it can’t be entirely used. Just right-click and “transfer all”. No optimization required. ---
**Author:** ![mhyde](https://avatars.discourse-cdn.com/v4/letter/m/eb9ed0/32.png) [@mhyde](https://www.protaxcommunity.com/u/mhyde)\ **Post date:** [April 18, 2022, 4:22pm UTC](https://www.protaxcommunity.com/t/donations-worksheet/5794/4 "2022-04-18T16:22:40Z")
This might be particular to Ontartio, but there is one case where the tax credit value can vary between spouses. In Ontario (possibly other provinces?) if a person is in the highest (53%) tax bracket, they get a 53% tax credit on donations made with income that exceeds the highest threshold. In other words, the top threshold is $221,708, so a person with total income of $231,708 is eligible for a 53% tax credit on $10,000 of donations.