Introducing eTax Packages

January 03, 2020 | Jason Fields & Curtis Grainger


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Hello 2020, we hope you had a wonderful holiday season with your family and friends! As we look forward to our next year and enter a time where people begin to think about taxes we wanted to introduce one of our new features, eTax packages.  These packages allow you to receive what you need from RBC Dominion Securities through DS Online to help complete your annual income taxes.  This option provides the fastest and easiest way to download your tax packages for yourselves or to forward them to accountants.  We will be speaking with everyone individually to help get this set up for each of you. 

 

Tax documents that will be available through DS Online include;

  • T5 – Return of Investment Income

  • T3 – Issued by RBC Global Asset Management

  • T3 – Statement of Trust Income Allocation and Designation

  • T1135 – Foreign Income Verification Statement and Related Statistics

  • T5008 - Return of Securities Transactions

  • T5013 – FIN Partnership Financial Return

  • NR4 – Non-Resident Tax Withholding, Remitting and Reporting

  • T4RSP – Statement of Income from a Registered Retirement Saving Plan

  • T4RIF - Statement of Income from a Registered Retirement Income Fund

  • T4A – Registered Education Savings Plan

  • RSP Contribution Receipts

  • Saskatchewan Mineral Exploration Tax Credit Slips

Tax documents that are NOT included in DS Online include;

  • US Tax Documents
  • RIF Evaluation Letters
  • Third party T3s will continue to be sent by regular mail

You will be notified in your tax package if you should expect additional tax documents from third party fund companies.

Feel free to contact us directly for additional information.