As tax season approaches, your clients' tax documents (savings) are gradually becoming available.
Your clients have access to their documents from My Client Space, online or through the iA Mobile app. They can also receive them by mail if they have chosen this communication preference.
How to access to tax documents?
For your clients:- Login to My Client Space
- Click on Your Documents and select Tax Documents
- Login to the Advisor Centre and click on My Clients
- Search for your client and select a contract
- Click on Your Documents and select Tax Documents
Important dates – Availability of documents
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Tax documents
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Online – My Client Space
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By mail Only if the communication preference |
| T4RIF – (RL-2*) RRIF withdrawals |
February 6, 2023 | Gradually starting February 8, 2023 |
| T4RSP – (RL-2*) RRSP withdrawals |
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| T4A – (RL-1*) RESP withdrawals |
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| T5 – (RL-3*) Guaranteed interest investment, Non-registered contracts |
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| NR4 – Non-residents, registered contracts | ||
| T3 – (RL-16*) Investment fund income, Non-registered contracts |
February 20, 2023 | Gradually starting February 22, 2023 |
|
RRSP – Contributions from March 2, 2022 to December 31, 2022 Deposits and PAD |
Available | Has been sent |
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RRSP – Contributions from January 1, 2023 to March 1, 2023 Deposits |
Available after receiving deposit |
Sent after receiving deposit |
|
RRSP – Contributions from January 1, 2023 to March 1, 2023 PAD |
Week of March 12, 2023 | Gradually starting March 13, 2023 |
*Only Quebec residents will receive these statements.
