How can clients get their tax documents?

• If your clients are expecting tax documents from Assante Connect, they can access them online anytime via the Documents menu of their dashboard. 

How do clients know when their documents are available? 

• We will notify them via email the day they become available. They can turn this feature off at any time by logging in, going to their profile, and unchecking 'Tax Slip Notification' (shown below).

When will tax slips and other documents be available?

Early March

• RRSP contribution slips for the last 10 months of the year
• T4 slips for income from retirement accounts
• T5 slips for investment income from some types of investments (like corporations and foreign entities)
• T5008
• RL-16
• RL-3

Early April 

• 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)
• RL-15
• NR4 slips for non-residents
• Statement of Realized Gain and Loss (prepared by Assante Connect for taxable accounts)

How do I make sense of the forms?

• Take a look at our article, What types of tax slips will my clients get?