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 table 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 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 4, 2022 | Gradually starting February 7, 2022 |
| 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 21, 2022 | Gradually starting February 21, 2022 |
|
RRSP - Contributions from March 2, 2021 to December 31, 2021 Deposits and PAD |
Available now | Has been sent |
|
RRSP - Contributions from January 1, 2022 to March 1, 2022 Deposits |
Available gradually | Sent gradually |
|
RRSP - Contributions from January 1, 2022 to March 1, 2022 PAD |
Week of March 14, 2022 |
Gradually starting March 14, 2022 |
*Only Quebec residents will receive these statements.
Questions?
- 1-844-442-4636
- savings@ia.ca
