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Tax Time

When Will My 2022 Tax Slips be Accessible/Mailed?

2022 IAPW Tax Document Distributions Dates

        • There are different mailing dates for different account types
        • Click on the above link to view the expected delivery dates for both mail and online tax slips and reports

How Will I Receive My 2022 Tax Documents that IAPW Issues?

iA Private Wealth Client Portal

        • Click the above link to sign into the Client Portal
        • Here you can access, view, download and print your iA Private Wealth tax slips and reports

What if I Have Never Registered for the Client Portal and I Don’t Intend To?

        • Then your tax documents will be MAILED to you. The default delivery method is MAIL
        • Unfortunately, the Foreign Property Report is no longer being sent by mail; please request this from us
                • Please also see How Will I Receive My 2022 Foreign Property Report? in the next column

What if I Should Have Received My Tax Slips in the Mail by Now, but Have Not?

        • You likely changed your Delivery Preference to PAPERLESS. Please log into the Client Portal to check (go to Settings/Document Preferences). Even if your Delivery Preference is MAIL, you can still retrieve your tax slips online via the Client Portal

How Will I Receive My Mutual Fund Company T-slips (T3s)?

        • BY MAIL: it is the mutual fund companies who mail these T-slips directly to you (they are not generated by iA Private Wealth). The target mailing dates for these mutual fund T-slips are as late as March 31, 2023
        • My CRA Account: these T-slips will be made available here for download

How Will I Receive My 2022 Gains/Loss Report?

        • BY MAIL: this report will be sent by mail in early March
        • Client Portal: this report will also be made available here for download
        • These reports are only generated for CASH (NON-REGISTERED) accounts
        • This report is only a tool to assist you with your tax returns; the report is not a tax document

How Will I Receive My 2022 Foreign Property Report?

        • Client Portal: this report will be available here for download in early March and will not be mailed
        • These reports are only generated for CASH (NON-REGISTERED) accounts
        • This report is only a tool to assist you with your tax returns; the report is not a tax document

How Will I Receive My 2022 Annual Fee Report?

        • BY MAIL: this report will be sent by mail in early March
        • Client Portal: this report will also be made available here for download
        • These reports are only generated for CASH (NON-REGISTERED) accounts
        • This report is only a tool to assist you with your tax returns; the report is not a tax document

How Do I search for My Tax Documents on the Client Portal?

        • Go to Documents (bottom left on the landing page)
        • Then filter by Type (top right)
        • Select Tax Slips & Year-End Reporting
        • Tick the boxes of the documents you’d like
        • Select Print or Download (bottom)

Why Do You Recommend I Hold Off on Filing My Taxes until April 15th, 2023 if I have a CASH (NON-REGISTERED) account that holds mutual funds?

        • Because you may not receive all your mutual fund company T-slips until April
        • These T-slips need to be included with your 2022 tax return or you may be re-assessed
        • The target mailing dates for mutual fund T-slips are as late as March 31, 2023. These slips are mailed directly from the mutual fund companies

How Do I Know If I Have All My Mutual Fund T-Slips?

        • My CRA Account: cross reference with CRA that you have all your T-slips
        • WE RECOMMEND TO HOLD OFF FILING UNTIL APRIL 15TH, 2023 if you have a CASH (NON-REGISTERED) account holding mutual funds unless you have verified with CRA that you have all your slips

How Can I Be Sure I Have All My Tax Documents?

        • My CRA Account: cross reference with CRA that you have all your T-slips
        • CRA receives all your tax slips – from iA Private Wealth, from the mutual fund companies, and other institutions – therefore we recommend getting them directly from CRA or cross referencing with what the CRA has to ensure you’ve received all your slips before you file your taxes