While the deadline to file your individual tax returns isn’t usually until April 30, it’s always a good idea to get organized ahead of time. To help with your planning, we’ve included an overview of some of the key tax slips or reports you may receive based on common account types.
Most of these slips will come within the first three months of the year. Many are now delivered electronically—often uploaded to your investment firm or broker’s online client portal—though some can still come in the mail.
As for who sends them? It’s usually the custodian—the trust company, bank, or other institution you have investments and money with—but they can also come directly from a mutual fund company or your investment advisor. If you haven’t received anything, or aren’t sure where to look, call your advisor or your investment firm for help.
Non-registered accounts (personal, joint, corporate, estate)
RRSP and Spousal RRSP accounts
RRIF, Spousal RRIF, or LIF accounts
Tax-Free Savings Accounts (TFSAs)
If you are a non-resident of Canada
Disclosure: Mawer Investment Management Ltd. provides this publication for informational purposes only and it is not and should not be construed as professional advice. The information contained in this publication is based on material believed to be reliable at the time of publication and Mawer Investment Management Ltd. cannot guarantee that the information is accurate or complete. Individuals should contact their account representative for professional advice regarding their personal circumstances and/or financial position. This publication does not address tax or trust and estate considerations that may be applicable to an individual’s particular situation. The comments are general in nature and professional advice regarding an individual’s particular tax position should be obtained in respect of any person’s specific circumstances.