When can you expect to receive your tax slips and receipts?

by | Jan 6, 2023 | Featured, Tax Planning & Preparation

Below are lists of the most common tax slips and receipts we encounter during tax season and time frames that you can expect to receive them.

Tax Slips

The following chart outlines the filing dates Canada Revenue Agency (CRA) requires for tax slips to be submitted.

You can expect to receive your tax slips within 5 – 10 days of the CRA filing date.

SlipTitleCRA Required Date
T4 Statement of RemunerationLast day of February
T4AStatement of Pension, Retirement, and Other IncomeLast day of February
T4A (OAS)Statement of Old Age SecurityLast day of February
T4A (P)Statement of Canada Pension Plan Benefits (CPP)Last day of February
T4E Statement of Employment Insurance and Other BenefitsLast day of February
T4RSPStatement of RRSP IncomeLast day of February
T4RIFStatement of RIF IncomeLast day of February
T5Statement of Investments IncomeLast day of February
T5008Statement of Securities TransactionsLast day of February
T2202Tuition and Enrollment CertificateLast day of February
T3Trust Information Return90 days after the end of the trust’s tax year. End of March
T5013Statement of Partnership IncomeMarch 31st or 5 months after partnership’s fiscal period (note: depends on the type of partners)
Source

Receipts for RRSP contributions made to Aligned Capital Partners

Timeframe You Made the ContributionTarget Date to be MailedTarget Date to be Available Online
March 2 – December 31, 2022January 13, 2023January 7, 2023
January 1 – 20, 2023January 30, 2023January 25, 2023
January 23 – 27, 2023February 6, 2023February 1, 2023
January 30 – February 3, 2023February 13, 2023February 8, 2023
February 6 – 10, 2023February 20, 2023February 15, 2023
February 13 – 17, 2023February 27, 2023February 22, 2023
February 20 – 24, 2023March 6, 2023March 1, 2023
February 27 – March 3, 2023March 13, 2023March 8, 2023
March 6 – 10, 2023March 20, 2023March 15, 2023
March 13 – 17, 2023March 27, 2023March 22, 2023

Income Tax Slips for  Aligned Capital Partners registered Accounts

Account TypeFederal & Provincial SlipsTarget Date to be MailedTarget Date to Available Online
Registered Retirement Savings Plan (RRSP)T4RSP / RL-2February 1, 2023January 27, 2023
Income Funds (RRIF-LRIF-LIF-PRIF)T4RIF / RL-2February 1, 2023January 27, 2023
Registered Education Savings Plan (RESP)T4A / RL-1February 1, 2023January 27, 2023
Non Resident RRSP and Non Resident RRIFNR4February 1, 2023January 27, 2023
Registered Disability Savings Plans (RDSP) **T4A / RL-1February 1, 2023N/A
Estates - RRSP, RRIF, TFSA *All slips60 days after estate settlementN/A
*Estate tax slips are produced internally and will be mailed. They will not be available online
**Tax slips for RDSPs are produced manually and will be mailed. They will not be available online

 

Income Tax Slips for  Aligned Capital Partners Non-Registered Accounts

Account TypeFederal & Provincial SlipsTarget Date to be MailedTarget Date to Available Online *
Statement of Investment Income (Dividends & InterestsT5 / RL-3 / NR4 SummaryFebruary 27, 2023February 22, 2023
Statement of Securities TransactionsT5008 / RL-18February 27, 2023February 22, 2023
Trading SummarySummaryFebruary 27, 2023February 22, 2023
Statement of Investment Income (US REITS)T5 / RL-3 SummaryFebruary 27, 2023February 22, 2023
Statement of Investment Income (Split Corps)T5 / RL-3 / NR4 SummaryFebruary 28, 2023February 24, 2023
Statement of Partnership Income (Limited Partnership Units)T5013 / RL-15 / NR4
1st RunMarch 17, 2023March 16, 2023
2nd RunMarch 28, 2023March 25, 2023
3rd RunMarch 31, 2023March 30, 2023
Statement of Trust Income (Trust Units)T3 / RL-16 / NR4 Summary
1st RunMarch 17, 2023March 16, 2023
2nd RunMarch 27, 2023March 24, 2023
3rd RunMarch 31, 2023March 30, 2023
*Amended tax slips will be mailed out to clients with a letter of explanation.

 

The information in this commentary is for informational purposes only and not meant to be personalized financial planning advice. The content has been prepared by the team at Fraser & Partners from sources believed to be accurate.

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