Tax Document Timelines and Relevance
Please see the general timelines below for receiving your tax documents. These documents will typically appear on your dashboard a few days after the dates listed.
Which Slips Do I Need?
Whether you receive a tax slip depends entirely on the type of account you hold. Many clients do not receive slips if their investments are held in tax-sheltered accounts:
Registered Accounts (TFSA, RRSP, FHSA): You generally do not receive T-slips (like T3 or T5) for activity inside these accounts. You only receive slips for contributions (RRSP receipts) or withdrawals (T4-series slips).
Note: TFSAs do not generate any tax slips at all.
Non-Registered (Personal, Joint, or Corporate) Accounts: You will receive T-slips (T3, T5, T5008) to report interest, dividends, and capital gains earned during the year.
Accounts Held at CI Investment Services (Starts with '1')
Available by Late March:
RRSP (First 60 Days): Receipts for contributions made from January 1st to the annual deadline.
T3 / T5013: For income from trusts or partnerships (Non-registered accounts only).
NR4: For clients who are non-residents of Canada.
Already Available (Early Year):
T5 / T5008: Dividends, interest, and sold investments (Non-registered accounts only).
T4RSP / T4RIF / T4A / T4FHSA: Required only if you made a withdrawal from these accounts.
RRSP (Remainder of Year): Summary of contributions from March to December of the previous year.
Accounts Held at Aviso Financial (Starts with '5')
Available by Late March:
RRSP (First 60 Days): Receipts for contributions made from January 1st to the annual deadline.
Note: These are issued in weekly batches. The final batch is targeted for March 25th.
T3 / T5013 / NR4: Specifically for non-registered accounts or non-resident clients.
A Note for Quebec Residents
If you reside in Quebec, you will receive provincial Relevé (RL) slips in addition to the federal T-slips for your non-registered accounts and registered withdrawals:
RL-1: For withdrawals from RRSPs, RRIFs, or FHSAs (corresponds to T4-series).
RL-3: For investment income (corresponds to T5).
RL-16: For trust income (corresponds to T3).
RL-15: For partnership income (corresponds to T5013).
Summary Table: Relevance by Account Type
Document Type | TFSA | RRSP / RRIF | FHSA | Non-Registered |
Contribution Receipt | No Slip | Yes | Yes | No Slip |
Withdrawal Slip | No Slip | Yes (T4RSP/RIF) | Yes (T4FHSA) | No Slip |
Investment Income (T3/T5) | No | No | No | Yes |
Trading Activity (T5008) | No | No | No | Yes |