Glossary: M09 Income Taxes

TermDefinition
Deferred Tax Asset (DTA)Tax benefit arising from deductible temporary differences or tax loss carryforwards; future tax savings
Deferred Tax Liability (DTL)Tax obligation arising from taxable temporary differences; future tax payments
Temporary DifferenceDifference between carrying amount and tax base that will reverse in future periods
Permanent DifferenceDifference between accounting and taxable income that never reverses; affects effective tax rate
Tax BaseValue of an asset or liability for tax purposes
Carrying AmountBook value of an asset or liability on the balance sheet
Taxable IncomeIncome calculated per tax rules and regulations
Pretax Income (Accounting Income)Income before tax per financial reporting standards
Tax Expense (Provision)Total income tax reported on the income statement (current + deferred)
Taxes Payable (Current Tax)Amount actually owed to tax authorities for the current period
Deferred Tax ExpenseChange in DTL minus change in DTA during the period
Effective Tax RateIncome tax expense divided by pretax income
Statutory Tax RateTax rate enacted by law
Valuation AllowanceUS GAAP contra-asset reducing DTA when realization is not more likely than not
Tax Loss CarryforwardUnused tax losses carried to future periods to reduce future taxable income
Tax Loss CarrybackUnused tax losses applied to prior periods to recover taxes previously paid
Taxable Temporary DifferenceCreates DTL: carrying amount of asset exceeds tax base, or tax base of liability exceeds carrying amount
Deductible Temporary DifferenceCreates DTA: tax base of asset exceeds carrying amount, or carrying amount of liability exceeds tax base
Tax Rate Change EffectExisting deferred taxes remeasured at new rate; adjustment flows through income tax expense
Recognition ThresholdIFRS: probable; US GAAP: more likely than not (recognize full DTA, then valuation allowance)