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Update: Important Dates for Client Tax Slips

Notification Update Feb 15, 2023 9:00:00 AM

Contents

System Update: Money Movement Timelines and Process

Easter Office Closure: April 7 - 10, 2023

Friendly Reminder: Tax Preparation Service Request is Closing End of May

Please be advised of the important dates for Client Tax Slips below. Tax slips are made available through the client's online access portal.

Non-Registered Account Slips:

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Registered Account Slips:

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* Tax Slips for RDSPs are produced manually and will be mailed out to clients on this date. They will not be available through Online Access.

** Estate Slips are produced internally and mailed out to clients. They are not available through Online Access.

System Update: Money Movement Timelines and Process

Easter Office Closure: April 7 - 10, 2023

Friendly Reminder: Tax Preparation Service Request is Closing End of May
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Market Closure: February 20th, 2023