Glossary

HSA Glossary

Clear definitions for Canadian Health Spending Account terms. No jargon, no confusion.

Health Benefit Terms

HSAHealth Spending Account

A benefit plan that lets your corporation reimburse you for medical expenses. All reimbursements are tax-free for you and tax-deductible for your business.

HCSAHealth Care Spending Account

Another name for an HSA. Some providers use this term, but HSA and HCSA mean the same thing in Canada.

PHSPPrivate Health Services Plan

The official CRA term for what most people call an HSA. It's a health benefit plan that meets specific CRA requirements to qualify for tax-free treatment.

Tax Terms

METCMedical Expense Tax Credit

A personal tax credit you can claim for medical expenses that exceed a threshold (3% of income or ~$2,759). Unlike an HSA, you only get a partial credit, not full reimbursement.

CRACanada Revenue Agency

The government agency that sets the rules for what medical expenses qualify for tax benefits. They determine which expenses can be reimbursed through an HSA.

T4Statement of Remuneration Paid

A tax slip reporting employment income, including salary or bonus. For a shareholder-employee, T4 income is Frontier's preferred evidence of an employer-employee relationship, but it is not the only possible evidence.

Dividends

Payments made to a shareholder as a return on share ownership. Dividends do not establish an employment relationship, but receiving only dividends does not automatically make an active shareholder-employee ineligible. Frontier requires other supporting documentation and confirmation from the corporation's accountant.

Business Terms

Shareholder-employee

A shareholder who actively works in the corporation's day-to-day operations as an employee or officer. For HSA purposes, the benefit must be provided because of that employment role, not simply because the person owns shares.

Passive shareholder

A shareholder who does not actively perform day-to-day work for the corporation. Share ownership alone does not make a passive, retired, or non-working shareholder eligible for Frontier HSA.

Eligible expenseCRA Eligible Medical Expense

Any medical expense that the CRA allows to be claimed through an HSA or for the Medical Expense Tax Credit. Includes dental, vision, prescriptions, physiotherapy, mental health services, and many more.

Arms-length employee

An employee who isn't related to the business owner. Different HSA plans apply depending on whether you have arms-length employees or just yourself and family.

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