As the old saying goes "The only two things in life that are certain are death and taxes"
This is the time of year when we have many calls from clients asking when they can expect their investment receipts.
Below is a timeline what investment slips to look out for and when they are typically mailed out.
Regulatory deadlines
T4 – February 28th/29th
T5 – February 28th/29th
T3 – March 30th
T5013 – March 31st
NR4 – March 31st
Contribution Receipts – Contributions made in the first 60 days of the year are mailed daily while contributions for the remainder of the year are mailed in January of the following year.
If you own open or non registered investments please keep your year end receipts as your accountant may need these to calculate any capital gains
Also click here for a one pager that lists some of the things you should think about collecting in order to get all of the tax breaks you may be eligible for.
Helpful one page checklist
Happy Calculating!
Jodi Dark