Treadstone Associates
Case File № 206 · Self-Employed Income

The gross-up that promised more than six spaces could pay

a Winnipeg home daycare

A licensed home daycare's add-backs were grossed up past what its own licensed capacity could ever generate. Checking the grossed-up figure against the licence itself, not the ratio math, is what caught the error and got the file funded on a defensible number.

ManitobaInsured · 90% LTVFiled August 7, 20265 min read
$5,225

First lender's grossed-up monthly income, vehicle add-back included

$4,800

The licence's own theoretical full-capacity ceiling — six spaces at $800/month

$4,775

Defensible grossed-up income once the vehicle add-back is dropped

Anonymized illustration. The borrowers, dollar figures, and rates in this file are an illustrative composite — no real client is identifiable, and any rate shown is illustrative, not a quote. The rules are real: every regulatory figure is cited to its source in the Sources section, and the math computes exactly as shown.

№ 01

The client

A licensed home daycare operator in Winnipeg, sole proprietor, six licensed spaces, T1 net income averaging $3,875/mo over two years after legitimate T2125 deductions. Her spouse earns $3,400/mo on T4. They wanted to buy a $335,000 home at 10% down.

Borrower

Licensed home daycare, sole proprietor

6 licensed spaces

Spouse's income

$3,400/mo T4

Two-year net income

$42,000 then $51,000

Average $3,875/mo, after T2125 deductions

Standard add-backs

CCA $6,000/yr + home-office $4,800/yr

Illustrative, standard self-employed convention

New purchase

$335,000, Winnipeg

Property tax $270/mo; lender-standard heat $120/mo

Down payment

$33,500 — 10%

Two competing gross-up figures, checked against what six spaces can actually generate:

Gross-up methodMonthly income
First lender: CCA + home-office + vehicle add-backs$5,225
Licence's own theoretical ceiling (6 spaces × $800/mo)$4,800
Corrected: CCA + home-office add-backs only$4,775
№ 02

The problem

A first lender grossed the reported net income up with the standard CCA and home-office add-backs, then added a third, non-standard vehicle add-back on top — producing $5,225/mo. That figure is higher than six licensed spaces at $800 a month each could ever generate, even at full enrolment, every single day, with no closures for statutory holidays, illness or professional development days.

Why the number failed a basic sanity check

  • Licence capacity: 6 spaces × $800/month each = $4,800/mo theoretical ceiling at 100% enrolment, every day.
  • First lender's grossed-up figure: $5,225/mo — above the ceiling itself.
  • No home daycare licensed for six spaces can produce more revenue than six spaces, fully booked, generate.

The reported net income and the standard add-backs were never the problem — the third, non-standard vehicle add-back pushed the total past what the business's own licence made physically possible, a red flag no ratio calculation alone would have caught.

№ 03

The numbers

At 10% down this is an insured file, so CMHC's 39%/44% caps apply directly.

Structuring the insured loanAmount
Purchase price$335,000
Down payment (10%)−$33,500
Base mortgage (90% LTV)$301,500
CMHC premium — 3.10% in the 85.01–90% LTV band, capitalized+$9,346
Total insured mortgage$310,846
Rate & paymentsFigure
Contract rate — 5-year fixed (illustrative, not a quote)4.69%
Minimum qualifying rate — contract + 2%6.69%
Monthly P&I at the qualifying rate — the ratios run on this$2,118
Monthly P&I at the contract rate — what she actually pays$1,753

GDS and TDS on the defensible figure

GDSMonthly
P&I at the qualifying rate$2,118
Property tax$270
Heat (lender-standard estimate)$120
Housing $2,508 ÷ income $8,175 (defensible add-back + spouse) → GDS 30.7%

The standard CCA and home-office add-backs alone were enough to fund the file comfortably — the vehicle add-back was not just unnecessary, it was the reason the file needed a second look at all.

№ 04

The solution

A mortgage broker licensed under Manitoba's Registrar re-ran the gross-up before letting the file go to underwriting on the inflated figure.

First, dropped the vehicle add-back. The business has no separate commercial vehicle — the operator's personal car is used for supply runs, not a dedicated business asset, so a full vehicle add-back was never a standard, defensible claim for this file.

Second, sanity-checked the resulting $4,775/mo figure against the licence's own capacity. Six spaces at an average local fee of $800/month produce a $4,800/mo theoretical ceiling — the corrected gross-up sits comfortably under it, which a number above the ceiling never could.

Third, submitted the file with the sanity check shown, not just the final number, so the underwriter could see the corrected figure was checked against a real, physical constraint on the business.

Two years of complete T1 returns and T2125 statements
Licence confirming the number of spaces
One-page reconciliation: standard add-backs versus the licence's revenue ceiling
Spouse's letter of employment and pay stubs
Student loan statement
90-day down payment history
№ 05

The outcome & the closing math

Approved and funded insured at 90% LTV, 25-year amortization, on the corrected $4,775/mo add-back figure. Manitoba charges no Retail Sales Tax on the default-insurance premium — that exemption has applied since July 2020 — but its land transfer tax still applies to the purchase itself:

Cash due at closing (beyond the down payment)Amount
Manitoba land transfer tax on $335,000 — marginal brackets, no first-time-buyer rebate$4,350
Legal fees, title insurance & adjustmentsvaries

No RST applies to the insurance premium in Manitoba, unlike Ontario or Quebec, so the $9,346 premium adds no separate tax line at closing.

№ 06

What to take from this file

  • 01Sanity-check a self-employed gross-up against a physical constraint on the business, not just the ratio math. A licensed daycare's own space count is a hard ceiling on possible revenue.
  • 02Standard add-backs are standard for a reason. CCA and home-office add-backs are broadly defensible; a vehicle add-back on a personal, non-dedicated vehicle usually is not.
  • 03A grossed-up number that exceeds a business's theoretical maximum revenue should never reach underwriting unquestioned. That is a data-integrity problem, not a borderline ratio.
  • 04Manitoba's RST exemption on default-insurance premiums is a real, dated policy — worth confirming against the current rules rather than assuming Ontario's or Quebec's tax treatment applies everywhere.

Sources

Every regulatory figure in this file traces to one of these primary sources. Client details and anything that varies by lender are illustrative, as flagged below.

Illustrative in this file — lender-specific, not rules:

  • 4.69% contract rate — rates move daily; not a quote.
  • the vehicle add-back and the $800/space fee assumption — each lender sets its own add-back policy, and the per-space fee is an illustrative local figure, not a published rate.

Authority & provenance

How this case file was built

We publish the origin, the verification method and the reviewer for every case file, so you can judge how far to trust it before you rely on it with a client.

Where it comes from

Derived from files handled by Treadstone’s fulfillment desk and from scenarios contributed by partner brokerages. Names, employers, exact amounts and dates are changed so no client or file is identifiable.

Provenance: Composite — a pattern seen repeatedly on fulfilled files, not a single transaction.

What is verified

Every regulatory figure traces to a primary source listed above and was checked against it on the date shown. The arithmetic is recomputed by machine on every rebuild.

Anything that varies by lender is labelled illustrative rather than stated as a rule.

Who reviewed it

Reviewed for Canadian regulatory accuracy before publication, and re-checked whenever a cited rule changes.

Reviewed by: Nicholas Parson, Treadstone Associates — reviews every case file before publication.

First published 7 August 2026Rules last verified 7 August 2026Next scheduled review 7 February 2027

This case file is professional reference material for licensed mortgage professionals. It is not advice to a borrower, and it is not a lender commitment. Insurer rules, qualifying rates and provincial taxes change — confirm the current position with the insurer, regulator or lender before you rely on any figure here in a live file.

Treadstone fulfillment

Files like this are daily work for our desk.

Document collection, ratio math under multiple treatments, lender placement notes, and submission-ready packaging — for Canadian mortgage brokers who would rather be in front of clients.