2018 Tax Reporting

Mar 09, 2019 | Scott Boyd


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2018 Tax Reporting

To all of our clients, family and friends,

With the end to the 2018 tax year close by we are happy to inform you of the mailing dates for all of your tax packages.  To help make tax season easier for you we have provided the mailing dates for tax packages outlined below. For Non-Registered account tax documents you now have a simplified checklist of outstanding documents still to come.

Non-Registered Accounts

T5 Package

Approximately February 21, 2019

T5 Additional Package

Between February 27 - 28, 2019

T3/NR4 Package

Between March 15 - 31, 2019

T5013 Slips

From March 15, 2019 - Completion

 

Registered Accounts

T4 RSP Form

February 19, 2019

T4 RIF

February 19, 2019

T4A Form

February 19, 2019

NR4 Forms

February 19, 2019

 

Contribution Receipts

Remainder of 2018

January 21, 2019

January 2, 2019 to January 28, 2019

Between Jan 22 to Jan 25, 2019

January 21, 2019 and on

4 Business days based on volumes

NR4 Forms

February 19, 2019

 

**Mutual Fund Tax Slips are send out between January 2, 2019 to March 30, 2019**

 


To discovery more about your tax slips and details about the information reported take a glance at our

Client Guide to 2018 Tax Reporting

Your Team,