About Filing Your Taxes for 2022

To help you get them taken care of in the most efficient way, here are a few things to do:

1. Set up your Online Access if you haven’t already.

It is essential that you set up your Online Access so that we can securely send you tax information.  We are no longer allowed to email any confidential information.

●     For how to set up Online Access, Click Here

Alternatively, you can use your Box folder to receive your tax documents. If you prefer to use Box, please let us know and we will upload your documents to your folder

●     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 Online Access on Friday, March 10th, 2023. 

  • Realized Capital Gains Loss Reports

  • Fee Report: Management Fees & HST

  • Foreign Property Report

 4. TAX SLIPS:

Your tax slips generated by National Bank Financial are available to you either online or they will be mailed to you. 

Expected tax slips – please note you may also receive tax slips issued by third parties external to National Bank Financial which will not be included here. 

Tax slips will be uploaded online on March 10th and any additional slips such as T5013, T3s & Summary of Trust Incomes will be available by March 24th

You will receive the following: 

  1. T5 and T3 slips

  2. Investment income summary

  3. T5008

  4. Those with registered accounts will receive either: 

    • Contribution receipt for contributions

    • T4’s for RRSP, RRIF or LIF withdrawals

Please Note: The method available - online or mailed - is determined by the selection you made when you set up your online access. Your selected method to receive your tax slips cannot be changed until after this tax season.

To have us Send Information Directly to your Accountant:

In order to send information to your accountant on your behalf, complete this form which gives us the authorization to do so, and send it back to us, please. If you have completed this form in the past, please disregard signing this form again as we will just need your confirmation that you indeed are working with the same accountant.

Upon Request:

  • This form 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. 

 

6. If you are filing your own taxes:

Here is the complete guide for the 2022 Tax year that you might find helpful: Click Here to access National Bank’s 2022 Tax Guide

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