Resources

Tax Information

AGF Funds / Elements Available in My Book Target Mailing Date
Advisor : Annual AGF Statements (including copies of T5008 and R18, My Book only) Week of January 30, 2017, T5008/R18 week of February 6, 2017 Week of February 6, 2017
Investor : Annual AGF Statements (including T5008, R18, T3, R16, T5, R3 and Remainder of Year RSP Contribution Receipts, if applicable) Week of February 6, 2017 Week of February 6, 2017
January Monthly contribution First 60 Day Receipt Week of February 13, 2017 Week of February 13, 2017
February Monthly contribution First 60 Day Receipt Week of March 13, 2017 Week of March 13, 2017
Daily First 60 Day Contribution Receipts Within 48 hours of settlement Daily with confirmation of trade activity
T3 and Relevé 16 Tax Slips (Stand-alone for nominee and intermediary accounts) Week of February 6, 2017 Week of February 13, 2017
T5 and Relevé 3 Statement of Investment Income (Stand-alone for nominee and intermediary accounts) Week of February 6, 2017 Week of February 13, 2017
T5008 and Relevé 18 Tax Slips (Stand-alone) Week of February 6, 2017 Week of February 6, 2017
T4RIF and Relevé 2 Tax Slips Week of February 13, 2017 Week of February 13, 2017
T4RSP and Relevé 2 Tax Slips Week of February 13, 2017 Week of February 13, 2017
T4A (RESP) Tax Slip and Relevé 1 Week of February 13, 2017 Week of February 13, 2017
NR4 Non Resident Tax Slips Week of February 13, 2017 Week of February 13, 2017
Harmony Available in My Book Target Mailing Date
Advisor : Annual HAR Statements (including copies of all tax slips except Remainder of Year RSP Contribution Receipts and T5008 and R18 slips) Week of February 6, 2017 : 2016 T5008 and Relevé 18 slips available for bulk download Week of February 6, 2017 Week of February 13, 2017
Investor : Annual HAR Statements (including T5008, R18, T3, R16, T5, R3 and Remainder of Year RSP Contribution Receipts) Week of February 13, 2017 Week of February 13, 2017
January Monthly contribution First 60 Day Receipt Week of February 13, 2017 Week of February 13, 2017
February Monthly contribution First 60 Day Receipt Week of March 13, 2017 Week of March 13, 2017
Daily First 60 Day Contribution Receipts Within 48 hours of settlement Daily with confirmation of trade activity
T3 and Relevé 16 Tax Slips (Stand-alone for nominee and intermediary accounts) Week of February 13, 2017 Week of February 13, 2017
T5 and Relevé 3 Statement of Investment Income (Stand-alone for nominee and intermediary accounts) Week of February 13, 2017 Week of February 13, 2017
T4RIF and Relevé 2 Tax Slips Week of February 13, 2017 Week of February 13, 2017
T4RIF and Relevé 2 Tax Slips Week of February 13, 2017 Week of February 13, 2017
T4RSP and Relevé 2 Tax Slips Week of February 13, 2017 Week of February 13, 2017
T5008 and Relevé 18 Tax Slips (Stand-alone) Week of February 13, 2017 Week of February 13, 2017
NR4 Non Resident Tax Slips Week of February 13, 2017 Week of February 13, 2017