Welcome to your hub of key information for the 2020 tax year, where we’ll update you with new information and dates as soon as we receive them.
Updated October 23, 2020
For information from the CRA website on how to use and understand each document, follow the link on each document type (links open in new windows).
|Tax Receipt Issued
|Relevé 1 and 2
If you’re looking for a tax slip or need a replacement copy, you can sign up for e-delivery of your tax documents issued by iA Wealth. These are the same tax documents you’d receive in the mail, but you can instantly view and download them (or print, if you need to). Please bear in mind, if you did not sign up for this option prior to your tax documents being issued for the 2020 year, you will not have access to documents until the 2021 tax year. Digital access to your tax documents is particularly handy if you move during the tax year. Please note, you are able to update your address until January 31 in order to be able to receive your tax receipts to your new address. If you do not make this change prior to January 31, your tax receipts will be sent to your old address!
Once you switch, you’ll have access to a PDF archive of your tax documents, beginning with the 2018 tax season, and new ones as they become available.
We’ll let you know when a new tax document is available by email if you have chosen to receive eDocuments emails.
Remember – you can make online contributions to your iA Wealth RRSP, TFSA and RESP, as well as deposit to your non-registered accounts, any time from your bank account. Please see below for instructions on this.
Once you switch to online access, you’ll have access a PDF archive of your tax documents, beginning with the season issued after you sign up, and new ones as they become available.