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2023 advisors and partners tax documents

February 1, 2024

Between now and February 29, 2024, printed tax documents issued by iA Financial Group in your name1 will be sent to the mailing address that we had on file on December 29, 2023. 

If you are not compensated directly by iA, please note that your tax documents will be provided to you by your own organization and therefore this news does not apply to you.

You can also get the electronic version of the tax documents in your Advisor Centre.

 

How do I access my electronic documents?

  1. In the Advisor Centre, click on My Tools
  2. Select Compensation
  3. Click on Your Tax Documents, then on your name that appears under Tax documents by agent code.
    Vos documents fiscaux_EN_1

  4. Click on the desired tax slip
    Select the taxation year and the document you want to access.

    Rémun EN

Important: Only originals are available in the Advisor Centre. You may ask iA Compensation Team to provide you with any amended tax documents. 

1 Your own tax documents, not those of your clients.

Topic : Savings

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