Helpful information to prepare your income tax return
Credential is committed to proactively keeping you informed, so you can prepare for this 2016 tax season.
Use this centralized location to access tax mailing schedules, important dates, your tax guide, and some useful links and forms.
Tax Mailing Schedule
|Target Mailing Date |
|1099-B,1099-DIV,1099-INT ||Jan 27, 2017 |
|Mutual Fund Fee Summary ||Feb 24, 2017 |
|T1135 (FAVR) ||Feb 24, 2017 |
|T5 / RL3 ||Feb 24, 2017 |
|TDS ||Feb 24, 2017 |
|PRD ||Feb 24, 2017 |
|NR4 ||Mar 22, 2017 |
|T3 / RL16 ||Mar 22, 2017 |
|T5013 / RL15 ||Mar 22, 2017 |
|Dec 23 ||Final day for tax-loss selling of US equities and mutual funds for Canadian taxpayers |
|Dec 26 ||(Christmas Day Observed) All Markets Closed |
|Dec 27 ||(Boxing Day observed) - Canadian Markets Closed |
|Dec 30 || |
- 2016 RRSP, RESP, & TFSA contribution deadlines
- Last day for tax-loss selling of US or CDN equities for US taxpayers
- Partner & Client Care Reduced Hours (6:00am-2:00pm PT)
|Jan 2 ||(New Year's Day observed) - All Markets Closed |
|Jan 16 ||
(Martin Luther King Day) - US Markets Closed
|Feb 13 ||(Family Day BC) - All Markets Open |
|Feb 20 ||
(Family Day AB, SK, MB, ON, PE) – All Markets Closed
|Apr 14 ||(Good Friday) – All Markets Closed |
|Apr 17 ||(Easter Monday) – All Markets Open |
|Apr 30 ||CRA tax filing deadline for individuals, for the 2016 tax year |
Your Guide to Tax Season outlines the tax slips and supporting documents that you may receive from Credential, depending on the investments and account types you have. To complete your tax return, you may receive additional documentation from other parties, including other financial entities with which you have investments or accounts.
We recommend that you have all your slips before filing your tax return and consult with a personal tax advisor for more detailed assistance, if necessary. Additional information can be found on the Canada Revenue Agency at www.cra-arc.gc.ca.