Tax Time
When Will My 2024 Tax Slips be Accessible/Mailed?
2024 IAPW Tax Document Distributions Dates
- There are different mailing dates for different account types
- Click on the above link to view the expected delivery dates for both mail and online tax slips and reports
How Will I Receive My 2024 Tax Documents that IAPW Issues?
If your delivery preference is set up as PAPERLESS, you can retrieve your tax documents from the Client Portal
If your delivery preference is set up as MAIL, your tax documents will be mailed
iA Private Wealth Client Portal
- Click the above link to sign into the Client Portal
- Here you can access, view, download and print your iA Private Wealth tax slips and reports
First Time Access to Client Portal
- Click on the link above If you have never logged into the Client Portal before.
- You will need your Client ID number, which is the first 6 digits of your account number (found on your monthly statements)
- Click on the link above to learn more about your Client ID and how to know which account type your account number is
What if I Should Have Received My Tax Slips in the Mail by Now, but Have Not?
- You likely changed your Delivery Preference to PAPERLESS. Please log into the Client Portal to check (go to Settings/Document Preferences). Even if your Delivery Preference is MAIL, you can still retrieve your tax slips online via the Client Portal
How Do I Search for My Tax Documents on the Client Portal?
- Go to Documents (bottom left on the landing page)
- Click the new “Access all your tax documents for the 2024 fiscal year” (top middle)
- Tick the boxes of the documents you’d like
- Select Print or Download (bottom)
How Will I Receive My 2024 Gains/Loss, Foreign Property, and Summary of Investment Management Fees Reports?
- If your delivery preference is MAIL, this report will be sent by mail in early March. You can also download this report from the Client Portal
- If your delivery preference is PAPERLESS, this report will be available on the Client Portal in early March
- These reports are only generated for CASH (NON-REGISTERED) accounts
- *This report is only a tool to assist you with your tax returns; the report is not a tax document
How Will I Receive My Mutual Fund Company T-slips (T3s)?
- BY MAIL: it is the mutual fund companies who mail these T-slips directly to you (they are not generated by iA Private Wealth). The target mailing dates for these mutual fund T-slips are as late as March 31, 2025
- My CRA Account: these T-slips will be made available here for download
Why Do You Recommend I Hold Off on Filing My Taxes until April 15th, 2025 if I have a CASH (NON-REGISTERED) account that holds mutual funds?
- Because you may not receive all your mutual fund company T-slips until April
- These T-slips need to be included with your 2024 tax return or you may be re-assessed
- The target mailing dates for mutual fund T-slips are as late as March 31, 2025. These slips are mailed directly from the mutual fund companies
How Do I Know If I Have All My Mutual Fund T-Slips?
- My CRA Account: cross reference with CRA that you have all your T-slips
- WE RECOMMEND TO HOLD OFF FILING UNTIL APRIL 15TH, 2025 if you have a CASH (NON-REGISTERED) account holding mutual funds unless you have verified with CRA that you have all your slips
How Can I Be Sure I Have All My Tax Documents?
- My CRA Account: cross reference with CRA that you have all your T-slips
- CRA receives all your tax slips – from iA Private Wealth, from the mutual fund companies, and other institutions – therefore we recommend getting them directly from CRA or cross referencing with what the CRA has to ensure you’ve received all your slips before you file your taxes