To help you organize your paperwork and know more timelines, we've created a table to list the different types of tax receipts and slips we prepare.
Tax receipts and slips schedule
Tax document | Description | Regulatory deadline |
---|---|---|
RRSP contribution receipts – For contributions made prior to Dec 31, 2021 | Reports contributions to a RRSP regardless of amount. | Feb. 5, 2022 |
RRSP contribution receipts – For contributions made between Jan. 1 and Mar. 1, 2022 | Reports contributions to a RRSP regardless of amount. | In progess |
T4RSP/T4RIF/Relevé 2 (RL-2) |
|
Feb. 28, 2022 |
T4A/Relevé 1 (RL-1) |
|
Feb. 28, 2022 |
TFSA Non-Qualified Investment Summary |
|
Feb. 28, 2022 |
RRSP/RRIF Non-Qualified Investment Summary |
|
Feb. 28, 2022 |
NR4 (Registered plans) |
|
Mar. 31, 2022 |
Tax document | Description | Regulatory deadline |
---|---|---|
1099DIV/1099INT/1099B/Summary** |
|
Jan. 31, 2022 |
T5/Relevé 3 (RL-3)/Summary** |
|
Feb. 28, 2022 |
Foreign Asset Verification Report |
|
Feb. 28, 2022 |
T5008 |
|
Feb. 28, 2022 |
T5008/Relevé 18 (RL-18) |
|
Feb. 28, 2022 |
T3/Relevé 16 (RL-16) |
|
Mar. 31, 2022 |
T5013/Relevé 15 (RL-15) |
|
Mar. 31, 2022 |
NR4/Summary** (Non-Registered) |
|
Mar. 31, 2022 |
Masters Fee Summary** | Summary list of fees (including taxes) charged in a given calendar year including which account(s) the fees were paid in Provided for non-registered accounts only. | Not applicable |
Advisor Managed Program Fee Summary** | Summary list of fees (including taxes) charged in a given calendar year including which account(s) the fees were paid in Provided for non-registered accounts only. | Not applicable |
Premier Fee Summary** | Summary list of fees (including taxes) charged in a given calendar year including which account(s) the fees were paid in Provided for non-registered accounts only. | Not applicable |
*Online delivery of tax documents is provided through Manulife online access. Online tax documents are available for all Manulife Securities nominee clients and are expected to be available within a week of the mailing date. Clients who have elected the online delivery of account documents will receive an email notification when the document is available for viewing.
** These are not official tax documents and there is no official regulatory deadline.
What you need to know
2021 RRSP contribution deadline
March 1, 2022
Deadline to file a Trust return
March 30, 2022
2021 tax filing deadline for individuals
April 30, 2022
NEW – Combined T5008/Relevé 18 (RL-18) Slip – Quebec Residents
To reduce the number of slips received by Québec resident account holders, Revenu Québec (RQ) has collaborated with the Canada Revenue Agency and introduced a new combined T5008/Relevé 18 (RL-18) slip for Québec residents only.
Additional resources
Download your Income Tax Reporting Guide
For more information, visit the Canada Revenue Agency website at www.canada.ca/en/revenue-agency.html
Once you are registered on our digital platform Manulife online access all you need to do is change your preferences to go paperless. Our short video will show you how to update your document preferences.
Video: How to update your document preferences
Manulife online access is our digital platform that provides investors online access to their statements, trade confirmations and tax reporting. Take a few minutes to watch this video for a full walk-though. Self-serve resources available manulife.ca/education.