For most Canadians, the personal tax filing deadline is April 30. You’ll receive any investment-related tax documents from the Intelligent Investing app well before this date.
The tax documents you receive depend on the type of investment account you hold. Through Managed Investing, we offer:
Tax-Free Savings Accounts (TFSAs)
Registered Retirement Savings Plans (RRSPs)
Non-registered accounts
Not sure which account you have?
You can check directly in the app. Tap on a goal and look just below the goal name to see the account type. If you have multiple goals, you have multiple investment accounts—be sure to review each one.
Which documents are issued?
TFSA
No tax documents (investment growth and withdrawals are tax-free)
RRSP
RRSP contribution receipts
RRSP withdrawal slips (for registered withdrawals, such as T4RSP)
Non-registered accounts
T3 / RL-16 slip if trust income allocated to you for the year is $100 or more
Trust income summary if total trust income allocated is less than $100 (a formal T3 / RL-16 slip is generally not issued per CRA guidelines; the income is still reportable on your tax return)
When will you receive them?
Tax documents are delivered on a rolling basis as they become available. Below is the expected timeline:
RRSP contribution receipts
Last 10 months of contributions: available now / late January
First 60 days of contributions: delivered by late March
RRSP withdrawals
Registered withdrawal slips (e.g., T4RSP): late January
Non-registered account documents
T3 / RL-16 trust slips: late March
All documents will appear in the Documents section of the app as soon as they’re ready.
Why documents arrive at different times
We receive required tax information from our service providers throughout the tax season, not all at once. This means some documents, especially for non-registered accounts, can only be issued later in the process. This timeline is consistent each year and is largely outside our control.
Even with later-issued documents, you’ll still have time to file before the April 30 deadline.
Need tax advice?
For questions about filing your taxes or how these documents apply to your personal situation, we recommend consulting a government resource or a licensed tax professional.