Research Project
FACT Stream · Research Program

Public Finance &
Tax Administration

From the leading Canadian public finance textbook to cutting-edge work on benefit delivery, automatic filing, and CRA reform — research that engages how tax systems are designed, administered, and made to work for everyone.

Public Finance

Textbook
Seventh Canadian Edition
Public Finance in Canada
Tedds, Tombe & Rosen

The forthcoming seventh Canadian edition, led by Lindsay Tedds and Trevor Tombe, continues the standard-setting pedagogical treatment of Canadian public finance — covering tax incidence, expenditure theory, fiscal federalism, and the economics of government. Updated to reflect the significant shifts in Canadian fiscal policy and intergovernmental finance since the sixth edition.

📗 Textbook · McGraw-Hill Ryerson · 2023
Sixth Canadian Edition
Public Finance in Canada
Rosen, Tedds, Tombe, Wen & Snodden

The authoritative Canadian public finance textbook, used in undergraduate and graduate programs across the country. Covers the core theory and empirical evidence on government expenditures, taxation, and fiscal federalism, with a distinctly Canadian institutional lens — including treatment of provincial tax systems, the GST/HST, CPP, and intergovernmental transfers.

Tax Administration

Research
Broken Links: Poverty and the Limits of the Disability Tax Credit
Gillian Petit · Canadian Tax Observatory · April 2026

Documents how Canada's Disability Tax Credit — originally a tax-equity measure for higher daily costs — has become the gateway certification for at least 13 federal disability supports, including the new Canada Disability Benefit. Finds that 84 percent of working-age people with disabilities lack DTC certification, with women, those with mental-health and episodic conditions, and the lowest-income filers systematically squeezed out. Sets out four specific reforms to the certification pipeline that would let benefits flow without overhauling the credit itself.

FACT ENABLE
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Policy Forum: Tax Filing as State Administrative Infrastructure — Governance Gaps in Canada's Tax-Based Benefit System
Petit, Tedds & Robson · Canadian Tax Journal · Vol. 74, No. 2 · 2026 · pp. 401–18 · doi:10.32721/ctj.2026.74.2.pf.petit

Argues that the personal income tax system now operates as shared state administrative infrastructure: the standardized gateway through which governments at every order verify income and establish eligibility, with more than 100 programs drawing on CRA income verification alone. Documents how fragmented governance leaves no institution accountable for filing gaps, error resolution, or takeup, using the Canada Learning Bond and provincial income assistance as cases. Proposes a tax-filing and benefit access accord built on shared stewardship of filing supports, consent-based two-way data protocols, and integrated service design.

FACT ENABLE
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Policy Forum: Beyond Cost and Yield — The MVPF-TaxAdmin Framework for Evaluating Tax Administration Reforms Through Public Value, Equity, and Welfare
Arshad, Petit & Tedds · Canadian Tax Journal · Vol. 74, No. 2 · 2026 · pp. 383–400 · doi:10.32721/ctj.2026.74.2.pf.arshad

Introduces MVPF-TaxAdmin, a welfare-based framework for evaluating tax administration reforms across fiscal efficiency, distributional equity, and legitimacy. Applied to the Automatic Federal Benefits initiative, it shows that the social return on administrative reform depends on design quality rather than cost: a well-designed rollout pushes the ratio well above one, while a poorly designed one turns it negative even as conventional cost-per-return metrics score the reform as efficient.

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Re-Envisioning the Canada Revenue Agency: From Tax Collector to Benefit Delivery Agent
Petit, Tedds, Green & Kesselman · Canadian Tax Journal · Vol. 69, No. 1 · 2021 · pp. 34–52

Examines what it would actually take to deliver basic income — or any expanded benefit program — through the tax system. Argues that the CRA's administrative architecture, filing incentives, and real-time data gaps create significant barriers that proponents of tax-delivered transfers often underestimate. A foundational piece for anyone serious about benefit delivery reform in Canada.

FACT ENABLE
Automatic Tax Filing: Welcome News for Low-Income Canadians but There's More to Do
Gillian Petit · IRPP Commentary · Institute for Research on Public Policy · 2025

Assesses the federal government's move toward automatic tax filing for low-income Canadians — welcoming it as a meaningful step toward closing benefit access gaps, while arguing that filing alone is not sufficient. Identifies the structural gaps that automatic filing does not address and sets out what further policy action is needed to ensure eligible Canadians actually receive the benefits they are entitled to.

FACT ENABLE
Canada Revenue Agency and Tax Administration: Re-Envisioning Tax and Benefit Administration in the Age of Digitalization
Flaim, Petit & Tedds · Prepared for the Social Sciences and Humanities Research Council of Canada and the Government of Canada's Future Skills Centre · 2021

A commissioned policy report examining how digitalization is transforming — and could further transform — the way Canada administers its tax and benefit system. Assesses the CRA's current digital infrastructure against international comparators, identifies structural governance gaps, and sets out a reform agenda centred on proactive benefit delivery, real-time data use, and administrative modernization.

FACT
The Merits of Automatic Income Tax Assessments for Low-Income Canadians
Cameron, Tedds, Robson & Schwartz · The School of Public Policy Publications · February 2020

Examines the case for automatic income tax filing for low-income Canadians — assessing the administrative feasibility, potential benefit access gains, and policy design considerations of moving toward a system where the government files on behalf of eligible individuals.

FACT ENABLE