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2021 sales force tax documents

February 18, 2022

Your tax documents issued by iA will be sent to the mailing address in your advisor file as at January 13, 2022, no later than February 28, 2022.

News 

Great news! Effective immediately, we are enhancing your digital experience by making your main tax documents for 2021 and previous years available in the Advisor Centre.

The ideal solution for easily obtaining copies!

 

To access electronic documents

1 - In the Advisor Centre, click on My Tools.

2 - Click on Compensation.

3 - Click on Your Tax Documents, then on the advisor’s name that appears under Tax documents by agent code.

 

4 - Click on the desired statement!

To get a document from a previous year, choose the desired year in the Years section.

 

Questions?

Contact the Distribution Network Compensation Customer Service Department:  

Topic : Miscellaneous

Written by iA