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Dates for tax receipts and slips

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

Registered accounts
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)
  • Reports withdrawals and tax from a RRSP/RRIF regardless of amount.
  • Quebec residents also receive RL-2.
 Feb. 28, 2022
T4A/Relevé 1 (RL-1)
  • Reports withdrawals and tax from a RESP regardless of amount.
  • Quebec residents also receive RL-1.
 Feb. 28, 2022
TFSA Non-Qualified Investment Summary
  • Reports non-qualified acquisitions and dispositions in TFSA.
  • Manulife Securities Incorporated only.
 Feb. 28, 2022
RRSP/RRIF Non-Qualified Investment Summary
  • Reports non-qualified acquisitions and dispositions in RRSP / RRIF.
  • Manulife Securities Incorporated only.
 Feb. 28, 2022
NR4 (Registered plans)
  • Reports withdrawals and tax from a RRSP/RRIF if $50 or more gross income was paid during the year. 
  • If less than $50 was paid and tax was withheld, this is also reported on the NR4.
 Mar. 31, 2022
Non-registered accounts
Tax document Description Regulatory deadline
1099DIV/1099INT/1099B/Summary**
  • Reports U.S. sourced dividends, interest and deposits paid to a U.S. Person (U.S. citizen), issued to U.S. Persons (U.S. citizens and U.S. residents). 
  • Type of income and tax reported can vary. 
  • Manulife Securities Incorporated only.
  • NOTE: You may want to reference the Income Tax Reporting Guide for more information for Manulife Securities Incorporated.

 

 Jan. 31, 2022
T5/Relevé 3 (RL-3)/Summary**
  • Reports Canadian and foreign income of $50 or more.
  • Quebec residents also receive a RL-3.
  • Income from Mutual Fund Corporations are reported by Mutual Fund Companies.
 Feb. 28, 2022
Foreign Asset Verification Report
  • Reports foreign property (including US stock).
  •  Clients who own more than $100,000 CAD in foreign property are required to report this information to the CRA on a T1135. 
  • Manulife Securities Incorporated only.
 Feb. 28, 2022
T5008 Feb. 28, 2022
T5008/Relevé 18 (RL-18)
  • Taxable gains/losses from mutual fund corporations are reported by mutual fund companies. 
  • Québec residents may be issued a combined T5008/RL-18 instead of separate T5008 and RL-18 slips. 
 Feb. 28, 2022
T3/Relevé 16 (RL-16)
  • Reports income and capital gains deemed to have been received from Trust Units during the trust’s fiscal year. 
  • Quebec residents also receive an RL-16.
  • Income from mutual fund trusts are reported by fund companies.
 Mar. 31, 2022
T5013/Relevé 15 (RL-15)
  • Reports distributions received from Limited Partnerships during the partnership’s fiscal year.
  • Quebec residents also receive a RL-15.
 Mar. 31, 2022
NR4/Summary** (Non-Registered)
  • Reports Canadian-sourced income and tax if more than $50 gross income was paid during the year.
  • If less than $50 was paid and tax was withheld, this is also reported on an NR4.
  • Income from mutual fund corporations is reported by mutual fund companies.
 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

Go paperless with your tax slip

Three reasons to register online:

  • Faster: Online documents are available faster.
  • Easier: 24/7 access to all investment documents; statements, trade confirmations and tax reporting.
  • Safer: No-touch access and privacy for your investment documents.

Learn how to go paperless on Manulife online access

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.

Video: How to register for Manulife online access