{"id":1795,"date":"2024-03-25T16:40:03","date_gmt":"2024-03-25T20:40:03","guid":{"rendered":"https:\/\/advisor.wellington-altus.ca\/goldsealfinancialgroup\/?p=1795"},"modified":"2026-02-18T15:15:22","modified_gmt":"2026-02-18T20:15:22","slug":"2024-tax-season-reminders-and-key-dates","status":"publish","type":"post","link":"https:\/\/advisor.wellington-altus.ca\/goldsealfinancialgroup\/2024-tax-season-reminders-and-key-dates\/","title":{"rendered":"2024 Tax Season Reminders and Key Dates!"},"content":{"rendered":"

\"Team\"<\/p>\n

Tax Season Reminders and Key Dates!<\/strong><\/h2>\n

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:<\/p>\n

Slip Generation Date guidelines:<\/h3>\n

T4RSP \/ T4RIF \/ T4A slips<\/em>: Early February<\/p>\n

T5 slip \/ T5008 summary<\/em>: Late February<\/p>\n

T5013 summary<\/em>: Mid March<\/p>\n

T3 slips<\/em>: Late March – Early April<\/p>\n

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<\/em>\u00a0within the\u00a02023 Tax Information Package.<\/em><\/p>\n

Accessing your tax documents:<\/h3>\n

For your convenience, your Wellington-Altus Private Wealth tax documents can be accessed through your online client portal.\u00a0 To access this:<\/p>\n

Login to your account through our Gold Seal Financial Group Website or\u00a0THIS LINK<\/a>.<\/p>\n

If this is your first time signing in, click \u201cStart here\u201d<\/p>\n

To reset your password, click \u201cForgotten password?\u201d<\/p>\n

If you don\u2019t know your User ID,\u00a0please contact us<\/a>.<\/p>\n

Click on the \u201cDocuments\u201d tab. Select from the dropdown menu:<\/p>\n

\u201cTax Slips<\/strong>\u201d to access your tax slips issued by our custodian National Bank.<\/p>\n

\u201cReports<\/strong>\u201d to access your supplementary tax packages, which may include the following:<\/p>\n

Your Personalized Checklist<\/p>\n

Realized Gain\/Loss Reports<\/p>\n

Enhanced Fee Summary: This details management fees paid on non-registered accounts.<\/p>\n

Third-Party Checklist:\u00a0 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.<\/p>\n

Foreign Property Report: Assists with the completion of a T1135 if required.<\/p>\n

Please note that if you have elected to receive your tax slips by mail, you will continue to receive them as elected.\u00a0 However, the supplementary tax documents will only be available through your online client portal.<\/strong><\/p>\n

Key Reminders:<\/strong><\/h2>\n
    \n
  • Do not file your return until all slips have been generated.\u00a0 This may require you to wait until April to file.<\/li>\n
  • Third party providers will be mailing slips to your home.\u00a0 These are separate from what you download from Wellington-Altus online.<\/li>\n
  • If you have already discussed sending slips directly to your accountant with your advisor, this will be done on your behalf.<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"

    Tax Season Reminders and Key Dates!
    \nIt’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:<\/p>\n","protected":false},"author":169,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_oasis_is_in_workflow":0,"_oasis_original":0,"_oasis_task_priority":"","footnotes":""},"categories":[1],"tags":[],"class_list":["post-1795","post","type-post","status-publish","format-standard","hentry","category-uncategorized"],"_links":{"self":[{"href":"https:\/\/advisor.wellington-altus.ca\/goldsealfinancialgroup\/wp-json\/wp\/v2\/posts\/1795","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/advisor.wellington-altus.ca\/goldsealfinancialgroup\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/advisor.wellington-altus.ca\/goldsealfinancialgroup\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/advisor.wellington-altus.ca\/goldsealfinancialgroup\/wp-json\/wp\/v2\/users\/169"}],"replies":[{"embeddable":true,"href":"https:\/\/advisor.wellington-altus.ca\/goldsealfinancialgroup\/wp-json\/wp\/v2\/comments?post=1795"}],"version-history":[{"count":3,"href":"https:\/\/advisor.wellington-altus.ca\/goldsealfinancialgroup\/wp-json\/wp\/v2\/posts\/1795\/revisions"}],"predecessor-version":[{"id":1798,"href":"https:\/\/advisor.wellington-altus.ca\/goldsealfinancialgroup\/wp-json\/wp\/v2\/posts\/1795\/revisions\/1798"}],"wp:attachment":[{"href":"https:\/\/advisor.wellington-altus.ca\/goldsealfinancialgroup\/wp-json\/wp\/v2\/media?parent=1795"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/advisor.wellington-altus.ca\/goldsealfinancialgroup\/wp-json\/wp\/v2\/categories?post=1795"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/advisor.wellington-altus.ca\/goldsealfinancialgroup\/wp-json\/wp\/v2\/tags?post=1795"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}