Starting January 2019, clients will have the ability to download their tax documents electronically (eTax) via DS Online. This includes tax forms, slips, receipts or other documentation (including T3, T5, RRSP contribution receipts, etc.) that RBC DS is required to send clients under applicable tax legislation. Please note that US tax documents and RIF Evaluation letters will continue to be delivered by regular postage mail.

 

Receiving documents electronically allows clients to store their documents securely, reduce the use of paper and decrease the arrival time of receiving their information. It also adds the reassurance that their information is always stored in a safe and protected environment.

 

For privacy reasons, Trading Authorities will not be granted access to view electronic tax documents for personal or non-individual accounts. Only Applicants/Co-Applicants, Executors, Trustees, Power of Authorities and Signing Officers will have access to eTax.

To enroll in eTax, clients are required to provide us with expressed consent in writing or switch themselves via DS Online according to tax law and the Canada Revenue Agency (CRA).

 

Please contact us to provide you with the appropriate form for signing, or log in to your DS Online account and enable this feature under the View and Manage Documents tab.

 

Kirkpatrick Wealth Management | RBC Wealth Management | RBC Dominion Securities Inc. Tel: (613) 566-7583 or (613) 566-7280