Please note that in anticipation of the 2024 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 tax documents?
Your clients must:
- Log in to My Client Space
- Click on Your Documents and select Tax Documents
You must:
- Log in 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 |
By mail Only if the means of communication |
|
T4RIF – RL-2* – |
Gradually from |
As stipulated by law, the 2024 tax slips will be mailed and received by clients by February 28, 2025. |
|
T4RSP – RL-2* – |
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T4A – RL-1* – |
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T5 – RL-3* – |
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NR4 – Non-residents, registered contracts |
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T4FHSA – FHSA Contributions and withdrawals |
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RL-32* – FHSA taxable withdrawals |
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T3 – RL-16* – |
Gradually from |
As stipulated by law, the 2024 tax slips will be mailed and received by clients by March 31, 2025. |
|
RRSP – Contributions from March 2, 2024 to December 31, 2024 |
Available |
Have been sent |
|
RRSP – Contributions from January 1, 2025 to March 3, 2025 |
Available after |
Sent after |
|
RRSP – Contributions from January 1, 2025 to March 3, 2025 |
Week of March 10, 2025 |
Gradually from |
* Only Quebec residents will receive these statements.
