About Filing Your Taxes for 2021
To help you get your taxes for 2021 taken care of in the most efficient way, here are a few things to do:
1. Set up your Box Account if you haven’t already.
It is essential that you set up the Box Account and folder so that we can securely send you tax information. We are no longer allowed to email any confidential information.
For how to set up Box App, Click Here
2. Please do not file taxes prior to April 1st :
Updates or amendments to slips can still be done until March 31st, however, please go ahead and send your information to your accountants for preparation in the meantime.
3. TAX REPORTS:
For those who have Non-Registered Accounts, the following tax reports will be uploaded to your Box folder.
Expected tax slips T5 and T3 – external to National bank Financial (some T3 slips are sent directly by third party firms and will NOT be included here)
Realized Capital Gains Loss Reports
Fee Report: Management Fees & HST
Two Foreign Property Reports (One at Book Value and one at Market Value) - not everyone will be receiving this – for those who are scheduled to receive these reports, they will be uploaded to your Box folder.
4. TAX SLIPS:
Your tax slips generated by National Bank Financial are available to you either online or they will be mailed to you.
The method available - online or mailed - is determined by the selection you made when you set up your online access. Please Note: Your selected method to receive your tax slips cannot be changed until after this tax season.
You will receive the following:
T5 and T3 slips
Investment income summary
T5008
Those with registered accounts will receive either:
a. Contribution receipt for contributions
b. T4’s for RRSP, RRIF or LIF withdrawals
5. To have us Send Information Directly to your Accountant:
In order to send information to your accountant on your behalf, you will need to provide us with the authorization to do so. Please download and complete the Authorization to Communicate with a Third Party form and send it back to us.
Upon Request:
This form please can be completed Electronically if you wish – please give us a call for assistance with this.
If you need a referral to an accountant, please get in touch and we’ll be glad to help you.
If you need any help or have any questions, please contact Tim Jensen for assistance at Timothy.Jensen@nbc.ca or by phone at 416-869-8790.