Market and Investment Insights

rrsp_widgetTAX TIME! Are You Ready? It is getting close to that time of year again, tax time; and most individuals are required to file their income tax returns on or before April 30.

We’re pleased to provide you with a tax planning guide to assist you with your 2014 income tax preparation.

As you prepare to file your 2014 income tax return, you may be wondering:

  • What tax slips will I receive this year?
  • When will I receive them?
  • How will I know when I’ve received everything I need to file my tax return?

 

 Tax Forms and Mailing Dates

This list provides a timeline for documents you may receive between January and early April 2014. Use this list to keep track of what arrives in the mail, and to organize everything you need to properly file a return with the Canada Revenue Agency and Revenue Québec.

Item Description Deadline
Tax Slips T4, T4A, T4RSP, T4RIF, T4E February 28, 2015
RRSP contributions tax slip (for contributions made from March 2 through December 31, 2014) February 28, 2015
RRSP contributions tax slip (first 60 days) RRSP contributions tax slip (first 60 days – January and February contributions made up to and including the contribution deadline of March 2, 2015) bi-weekly starting in late January
Investment tax slips & capital gains reports T3, T4PS, T5, T5008 and T5013 March 31, 2015
Individual Tax Return T1 April 30, 2015
Self-Employed Tax Return T1 (T2125) FILE-Jun. 16/15
PAY-Apr 30/15
US Tax Return Form 1040 or Form 1040NR April 15, 2015

Also, for your convenience we have once again partnered with an accounting firm* to offer tax services to our clients. Please feel free to contact us for additional information.

Download the 2014 Personal Income Tax Checklist »

*Income tax preparation services provided by Converge Financial. Converge Financial is an independent company. Scotiabank companies have no liability for activities outside HollisWealth.