Please note that in anticipation of the 2023 tax season, tax documents for your clients who hold iA Financial Group individual savings products will be gradually available.
Clients for whom tax documents need to be issued will have access to them in My Client Space or in the iA Mobile app. They will also be able to receive them by mail if they have chosen this means of communication.
How to access to tax documents?
Your clients must:- 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 means of communication |
| T4RIF – RL-2* – RRIF withdrawals |
Week of February 12, 2024 | Gradually from the week of February 12, 2024 |
| 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 |
Week of February 26, 2024 | Gradually from February 26, 2024 |
| T4FHSA – FHSA Contributions and withdrawals | Not available | Gradually from February 19, 2024 |
| RL-32* – FHSA taxable withdrawals | Not available | Gradually from February 19, 2024 |
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RRSP – Contributions from March 2, 2023 to December 31, 2023 Deposits and PAD |
Available | Have been sent |
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RRSP – Contributions from January 1, 2024 to February 29, 2024 Deposits |
Available after receiving deposit |
Sent after receiving deposit |
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RRSP – Contributions from January 1, 2024 to February 29, 2024 PAD |
Week of March 11, 2024 | Gradually from March 11, 2024 |
* Only Quebec residents will receive these statements.
