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Ontario Trillium Benefit (OTB) Calculator 2025

Calculate the Ontario Trillium Benefit combining OEPTC, NOEC, and OSTC. Monthly payments to low and moderate-income Ontarians.

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The Ontario Trillium Benefit (OTB) combines three Ontario tax credits into one monthly payment: the Ontario Energy and Property Tax Credit (OEPTC), the Ontario Sales Tax Credit (OSTC), and the Northern Ontario Energy Credit (NOEC). Most eligible Ontarians apply by completing Schedule ON-BEN with their T1 tax return. Payments are issued monthly from July of the benefit year through June of the following year, based on the prior year’s T1 return and Schedule ON-BEN data.

How much is the Ontario Trillium Benefit in 2025?

For the 2025 benefit year (July 2025 to June 2026), the maximum Ontario Sales Tax Credit is $360 for a single person, $360 for a spouse or common-law partner, and $360 for each dependent child under 19. The maximum OEPTC for non-seniors is $1,248 for renters and $274 for homeowners. For seniors (aged 65+), the OEPTC maximum rises to $1,248 for renters and $274 for homeowners but with a property tax component of up to $774 additional for homeowners. The Northern Ontario Energy Credit adds up to $180 for singles and $277 for families in northern Ontario postal codes. Combined, the maximum OTB for a family with two children in northern Ontario can approach $3,000 annually.

How each component is calculated

Ontario Sales Tax Credit (OSTC)

The OSTC is a flat benefit of $360 per adult (applicant plus spouse) and $360 per dependent child, reduced at a rate of 4% of adjusted family net income above the threshold. For 2025, the reduction threshold is $27,729 for singles and couples without children. A single person with $35,000 of net income receives $360 minus (4% x ($35,000 minus $27,729)) = $360 minus $291 = $69 OSTC. The OSTC is fully clawed back around $37,000 for a single person with no children, and at higher income levels for larger families.

Ontario Energy and Property Tax Credit (OEPTC)

The OEPTC has two components. The energy component provides up to $272 for all renters and homeowners, reduced by 2% of adjusted family net income above the threshold. The property tax component provides additional amounts for renters (who pay property tax indirectly through rent) and homeowners who pay municipal property taxes directly. Schedule ON-BEN asks for the amount of property tax or rent paid in the prior year. Renters’ property tax is estimated at 20% of gross rent paid. Seniors (aged 65 or older on December 31) receive enhanced OEPTC amounts. The OEPTC is designed to offset the burden of energy costs and property taxes for low-to-moderate income Ontarians.

Northern Ontario Energy Credit (NOEC)

The NOEC is available to individuals who lived in northern Ontario (postal codes beginning with P) on December 31 of the prior year. It provides a maximum of $180 for singles and $277 for families (with a spouse, common-law partner, or dependent child). The NOEC is reduced at 1% of adjusted family net income above the reduction threshold and is fully phased out at higher income levels. The NOEC recognises that energy costs in northern Ontario are structurally higher than in southern Ontario due to geography and infrastructure constraints.

Verified against source

OTB component amounts for the 2025 benefit year are confirmed from the Ontario Ministry of Finance OTB page (ontario.ca/page/ontario-trillium-benefit) and the CRA T1 guide for Ontario. The OSTC reduction threshold and rate are confirmed from the Income Tax Act (Ontario). OEPTC maximums are confirmed from Schedule ON-BEN instructions. The January 2026 quarterly update was verified against CRA’s indexed amounts chart. These figures were verified in April 2026.

OTB income thresholds — 2025

Component Maximum (single) Phase-out starts Phase-out rate
OSTC $360 $27,729 4% of excess
OEPTC (energy, renter) $272 $31,146 2% of excess
OEPTC (property, renter) $976 $31,146 2% of excess
NOEC (single) $180 $19,038 1% of excess

Amounts and thresholds are indexed annually. Exact phase-out income levels depend on the specific combination of credits claimed and family size. Use Schedule ON-BEN and this calculator for precise figures.

How to apply for the OTB

OTB is claimed by completing Schedule ON-BEN (Application for the 2025 Ontario Trillium Benefit) as part of the T1 federal tax return. The schedule asks for: the amount of property taxes paid (homeowners) or rent paid (renters) in the prior year; whether the property is a principal residence; whether any rent or property tax was paid for a government-subsidised unit (which disqualifies the OEPTC); whether the applicant is a student living in a student residence; the postal code of the principal residence (for NOEC purposes); and whether anyone in the household is 64 or older (for enhanced OEPTC senior amounts). CRA uses the Schedule ON-BEN data plus the net income from the T1 to calculate the benefit automatically.

OTB payment timing and options

If the calculated annual OTB is $360 or more, payments are made monthly (12 equal payments from July to June). If the annual OTB is less than $360, CRA pays the full amount in one lump sum in July. Recipients can choose to receive the entire annual amount in one July payment regardless of the amount by ticking the lump sum option on Schedule ON-BEN. Late T1 filers may experience a delay in the July payment; CRA catches up by issuing a larger retroactive payment once the return is assessed. OTB is a direct deposit or cheque, using the same banking information as the income tax refund.

OTB in public housing and subsidised units

Individuals who live in Ontario Housing (social housing), non-profit housing, or other government-subsidised units are generally not eligible for the OEPTC property tax component because property taxes and energy costs are covered by the subsidy. They may still be eligible for the OSTC and NOEC. Students living in a student residence (dormitory) at a post-secondary institution are not eligible for the OEPTC for the months they live in the residence. Seniors in long-term care homes are eligible for an accommodation-related credit amount on Schedule ON-BEN in lieu of rent or property tax.

Ontario Trillium Benefit and income tax returns

The OTB is fully tied to the annual T1 federal tax return filing, specifically through Schedule ON-BEN. Ontario residents who do not file a T1 return do not receive OTB payments, even if their income is below taxable thresholds. For many low-income seniors and individuals with no taxable income, filing the T1 return solely to claim the OTB (and potentially the GST/HST credit and Canada Carbon Rebate) can result in annual benefit payments of $500 to $2,000, making the filing worthwhile even when no tax is owed.

Retroactive OTB claims

Ontarians who missed claiming OTB in a prior year can file a T1 adjustment (T1-ADJ) for up to 10 years back, including a completed Schedule ON-BEN for each year. CRA will assess the prior-year OTB entitlement and issue a lump-sum payment. Retroactive claims are particularly valuable for seniors who became eligible for the enhanced OEPTC senior amounts partway through the 10-year window but did not claim. The adjustment process is the same as for any other T1 line item: file the T1-ADJ with the completed Schedule ON-BEN and any supporting documentation (rent receipts, property tax bills).

Methodology

OTB = OSTC + OEPTC + NOEC. OSTC: $360/adult + $360/child, phase-out at 4% above ~$26,535. OEPTC renters: occupancy cost (20% of rent) minus income factor, plus energy component up to $296. NOEC: $179 single / $277 family for northern districts. 2025 benefit year (2024 T1).

Frequently asked questions

What is the Ontario Trillium Benefit?
The Ontario Trillium Benefit (OTB) is a monthly provincial benefit that combines three Ontario tax credits: the Ontario Sales Tax Credit (OSTC), the Ontario Energy and Property Tax Credit (OEPTC), and the Northern Ontario Energy Credit (NOEC, for northern residents only). It is paid monthly from July to June based on the prior year's T1 return.
How much is the Ontario Trillium Benefit?
For the 2025 benefit year, the maximum OSTC is $360 per adult and $360 per child. The maximum OEPTC for renters aged 18-64 is approximately $1,248. Northern Ontario residents can receive an additional $179 (single) or $277 (family) in NOEC. Total maximum OTB for a low-income renter in Northern Ontario can exceed $1,800/year.
How do I apply for the Ontario Trillium Benefit?
Apply by completing Schedule ON-BEN when filing your T1 tax return. You do not need to file a separate application. Report your rent paid or property tax paid, your household status, and whether you live in Northern Ontario. CRA calculates your OTB and begins payments in July following the tax year.
Do I need to pay rent to qualify for the OEPTC?
Renters qualify for the property tax component of the OEPTC based on 20% of rent paid as the qualifying occupancy cost. Homeowners qualify based on Ontario property tax paid. Long-term care residents qualify for special rates. Some housing types do not qualify — verify with CRA if you live in subsidized housing or a co-op.
What income level reduces the OTB?
For 2025 benefit year, the OSTC begins to phase out at approximately $26,535 net family income, reducing at 4% of income above the threshold. The OEPTC phases out at higher income levels. The Northern Ontario Energy Credit phases out above approximately $50,000. All three phase-outs are calculated separately.
Can students claim the Ontario Trillium Benefit?
Yes, if you are 18 or older, pay qualifying rent or property tax in Ontario, and meet the income threshold, you can claim the OTB. Students living in university/college residences may have their occupancy costs treated as rent for OEPTC purposes — the Ontario government publishes a list of eligible residences.
When are OTB payments made?
OTB payments are made monthly from July 10 to June 10 of the following year (10th of each month, or next business day). The first payment in July covers the benefit period July to December; subsequent monthly payments cover January to June. If the annual OTB is $360 or less, a single lump sum is issued in July.
What if my rent or property tax changed during the year?
The OTB is based on your prior-year T1 return. If your housing situation changed significantly during the year (moved to different province, changed from renting to owning, etc.), update your information when you file the following year's return. CRA does not adjust mid-year for changes — the benefit reflects your prior-year reported amounts.
Is the OTB taxable?
No. The Ontario Trillium Benefit is not taxable income and does not need to be reported on your T1 return.
What is the Northern Ontario Energy Credit?
The Northern Ontario Energy Credit (NOEC) is an additional component of the OTB for residents of specific northern Ontario districts (Algoma, Cochrane, Kenora, Manitoulin, Nipissing, Parry Sound, Rainy River, Sudbury, Thunder Bay, Timiskaming). It helps offset higher home energy costs in northern communities. Maximum in 2025: $179 (single) or $277 (family).