Important Tax Season Reminders
Another tax year and a friendly reminder that we're here to make tax season less taxing!
Helpful changes to your tax reporting this year include:
Tax documents are now available on Gateway through eDocuments for clients to view, download and save to your computers.
- Contribution receipts for any RRSP contributions made between March and December 2017 are now available on Gateway.
- Beginning the week of February 1st, contribution receipts for the first 60 days of 2018 will be mailed and made available on Gateway on a weekly basis.
- Additional tax documents will be uploaded as soon as they become available. Please check schedule below.
For non-Gateway users, tax documents will also be mailed. Please click here to view mailing date schedule for your tax slips.
Fee letters, Foreign Securities Reports and Realized Gain/Loss reports will now be mailed as a package from Toronto in mid-March.
The variety of income tax slips you will need in order to file your tax return will depend on your investment holdings and account activity. Please check with Regeza or Marie for confirmation on tax documents you will receive.
|Signing up for GATEWAY is also quick and easy; please contact the office and we'll help get you set-up for tax season.