As tax season approaches, your clients' tax documents (Savings) are gradually becoming available from their My Client Space account, online or through the iA Mobile app!
Consult the tables below to know the dates to remember!How can my clients access their tax documents online
- Login to My Client Space
- Click on Your Documents and select Tax Documents.
How to access your clients' tax documents
- Login to the Advisor Centre and click on My Clients.
- Search for your client.
- Click on Your Documents and select Tax Documents
| Tax documents | Date available online My Client Space and Advisor Centre |
Paper version mailing date Sent only if the communication preference "by mail" has been selected for tax documents |
| T4RIF – (RL-2*) – RRIF withdrawals | February 17, 2021 | Gradually starting February 18, 2021 |
| T4RSP – (RL-2*) – RRSP withdrawals | ||
| T4A – (RL-1*) – RESP withdrawals | ||
| T5 – (RL-3*) – Guaranteed interest investment, Non-registered contracts | ||
| NR4 – Non-residents, registered contracts | ||
| T3 – (RL-16*) – Investment fund income, Non-registered contracts | February 24, 2021 | February 26, 2021 |
*Only Quebec residents will receive these statements.
| Tax documents | Format | Dates available | |
| RRSP - Contributions from March 2, 2020 to December 31, 2020 | Deposits and PAD | Electronic | Available now |
| Paper | Available now | ||
| RRSP - Contributions from January 1, 2021 to March 1, 2021 | Deposits | Electronic and paper | Available now |
| PAD | Electronic | Week of March 15, 2021 | |
| Paper | Week of March 15, 2021 | ||
Questions?
Please contact our Customer Service Department:
- 1-844-442-4636
- savings@ia.ca
