Tax Season Reminders and Key Dates!
It’s tax season and the Gold Seal Financial Group is busy putting our clients’ tax packages together. Some of you have directed us to send documents directly to your accountants, which we will do once all slips have been generated. For those clients that like to get a head-start on their taxes, here are some important dates to remember and how-to’s:
Slip Generation Date guidelines:
T4RSP / T4RIF / T4A slips: Early February
T5 slip / T5008 summary: Late February
T5013 summary: Mid March
T3 slips: Late March – Early April
It’s important to know whether you have received all of your documents before you file your return. To determine this, please consult your Personalized Checklist within the 2023 Tax Information Package.
Accessing your tax documents:
For your convenience, your Wellington-Altus Private Wealth tax documents can be accessed through your online client portal. To access this:
Login to your account through our Gold Seal Financial Group Website or THIS LINK.
If this is your first time signing in, click “Start here”
To reset your password, click “Forgotten password?”
If you don’t know your User ID, please contact us.
Click on the “Documents” tab. Select from the dropdown menu:
“Tax Slips” to access your tax slips issued by our custodian National Bank.
“Reports” to access your supplementary tax packages, which may include the following:
Your Personalized Checklist
Realized Gain/Loss Reports
Enhanced Fee Summary: This details management fees paid on non-registered accounts.
Third-Party Checklist: This is a summary of tax slips prepared and distributed by 3rd parties such as mutual fund companies. The slips will arrive by mail from those companies.
Foreign Property Report: Assists with the completion of a T1135 if required.
Please note that if you have elected to receive your tax slips by mail, you will continue to receive them as elected. However, the supplementary tax documents will only be available through your online client portal.
Key Reminders:
- Do not file your return until all slips have been generated. This may require you to wait until April to file.
- Third party providers will be mailing slips to your home. These are separate from what you download from Wellington-Altus online.
- If you have already discussed sending slips directly to your accountant with your advisor, this will be done on your behalf.
