Research Research Area
FACT Stream · Research Area · 2019–

Microsimulation &
Distributional Analysis

Aggregate policy outcomes hide more than they reveal. Using Statistics Canada's SPSD/M and related microsimulation tools, this research applies tax and transfer policy rules to representative individual-level data — revealing who gains, who loses, and by how much when policy changes.

What Microsimulation Does

Rather than working with aggregate statistics, microsimulation applies policy rules — tax rates, benefit thresholds, phase-in and phase-out schedules — to a representative sample of individual households. The result is a granular picture of policy impacts: which income groups, family types, and regions benefit, which bear costs, and what the distributional and fiscal effects of reform options would be before they are implemented.

The Tools

This research relies on Statistics Canada's Social Policy Simulation Database and Model (SPSD/M), the standard tool for costing and distributional analysis of Canadian federal and provincial tax and transfer reforms, modelling the full income support system — income taxes, CPP/EI, child benefits, GST credits, and social assistance interactions. Where SPSD/M's built-in policy model is insufficient, the T1 Family File (T1FF) and Longitudinal Administrative Databank (LAD) — both drawn from actual tax filer records — can be used to directly simulate tax and transfer policy rules on representative microdata, enabling distributional analysis in contexts and jurisdictions not well-served by SPSD/M alone. The Canadian Tax and Credit Simulator (CTaCS) complements this toolkit for specific reform costing.

Journal Articles

📰
A Basic Income for Nunavut: Addressing Poverty in Canada's North
Gillian Petit and Lindsay M. Tedds · Canadian Public Policy · Vol. 50, No. 3 · doi:10.3138/cpp.2023-045 · 2024
FACT Canada
📰
A Critical Analysis of Canada's Federal Basic Personal Amount and Personal Tax Credits
Gillian Petit, Lindsay M. Tedds and Selvia Arshad · Canadian Tax Journal · Vol. 72, No. 4 · doi:10.32721/ctj.2024.72.4.pf.petit · 2024
FACT Canada

Working Paper

📊
Systematic Barriers to Justice: Financial Eligibility for Legal Aid — A Gendered Analysis
Gillian Petit and Lindsay M. Tedds · SSRN Working Paper · April 2023
FACT Canada

Policy Briefs

📋
Fiscal Policy Trends: Analyzing Changes to Alberta's Child Care Subsidy
Lindsay M. Tedds · School of Public Policy Publications · Communiqué Vol. 13 · doi:10.55016/ojs/sppp.v13i1.71449 · 2020
FACT Alberta
📋
The Alberta Child and Family Benefit: Who Gains and Who Loses?
Anna Cameron, Gillian Petit and Lindsay M. Tedds · Tax Policy Trends · School of Public Policy · November 2019
FACT Alberta

Commissioned Reports

📊
Basic Income Simulations in Nunavut
Lindsay M. Tedds, Gillian Petit, Molly Harrington and Dan Perrin · Prepared for BluePrint ADE and the Government of Nunavut · 2023
FACT Nunavut
📊
Basic Income Simulations for the Province of British Columbia
David A. Green, J. Rhys Kesselman, Lindsay M. Tedds, Daria Crisan and Gillian Petit · Research paper commissioned by the Expert Panel on Basic Income, British Columbia · 2020

Ran over 16,000 basic income scenarios for BC using SPSD/M, evaluating cost, recipients, poverty rates and depths, distributional effects, and inequality impacts across a broad range of design variants.

FACT BC
Improving Access to Food and Essential Needs: Options for a More Generous Cash-Transfer Benefit
Gillian Petit · IRPP Study No. 93 · Institute for Research on Public Policy · April 2024

Uses SPSD/M microsimulation to evaluate federal cash transfer reform options — GST/HST credit, Canada Child Benefit, and Canada Workers Benefit — against criteria of reach, adequacy, access, and cost. Recommends expanding the GST/HST credit to $100–$150/month for working-age adults, with monthly distribution and automatic tax filing to close access gaps. A peer-reviewed IRPP Study commissioned by the Affordability Action Council.

FACT ENABLE
Looking at the Expansion of the GST Credit
Petit, Tedds & Robson · Policy Options · IRPP · 2022

Uses microsimulation to assess the distributional impact of the federal government's temporary doubling of the GST Credit — examining who benefits, by how much, and whether the measure effectively targets those most in need.

FACT ENABLE

Need distributional analysis for your policy question?

We work with governments and civil society organizations across Canada on evidence-based policy design and evaluation.