Tax documents will be uploaded to the Documents page on your Assante Connect account as they become available and a notification will be sent to you via email. The list below is an approximate timeline of when these will be available.
- RRSP contribution slips for the last 10 months of the year
- T4 slips for income from retirement accounts
- T4A slips for investment income
- T5 slips for investment income from some types of investments (corporations, foreign entities, etc.)
- RRSP contribution slips for the first 60 days of the year
- T3 slips for investment income from some types of investments (like most mutual funds and ETFs)
- NR4 slips for non-residents
- Statement of Realized Gain and Loss (prepared by Assante Connect for taxable accounts)
For more information, you can also see the article, What types of tax slips will I get?