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Availability of your clients' tax documents

February 1, 2024

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
You must:
  • 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

Tax documents

 

 

Online – My Client Space
and Advisor Space

 

 

By mail

Only if the means of communication 
"by mail" has been selected for tax documents or for all FHSA tax slips

T4RIF – RL-2* –
RRIF withdrawals
Week of February 12, 2024 Gradually from the week of 
February 12, 2024
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
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

RRSP Contributions from March 2, 2023 to December 31, 2023

Deposits and PAD
Available Have been sent

RRSP Contributions from January 1, 2024 to February 29, 2024

Deposits
Available after
receiving deposit
Sent after
receiving deposit

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.

 

Topic : Savings

Written by iA

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