Once your tax documents become available, you can view them by following these steps --
- Log into my.wealthsimple.com and sign in to your Trade & Crypto profile
- Select your name in the top right-hand corner
- Choose My documents from the drop-down menu
- Under Document type, uncheck everything other than Tax documents
- You will then see all of your available tax documents
- Sign in to the Trade app on your mobile device
- Select the Profile icon in the top left-hand corner
- Select the Accounts menu item
- Choose an account
- Scroll down to the bottom of the account page. Under the Documents section, choose Tax documents
- Review the available tax documents for the selected account
If the personal details listed on your tax slip are incorrect or outdated (for example you moved to a new address or changed your last name) this is okay - as long as your SIN matches the CRA will still consider the other details on the tax slip to be accurate.
To learn more about what kinds of documents you will receive for each account, read below.
Personal Non-Registered Accounts
T3 (Statement of trust income and allocations) & Relevé 16 (for Quebec residents)*
Issued for any fund that has had a distribution in the previous year. These slips show any interest, dividend, or capital gain income earned.
T3s and Relevé 16s will be available for download on March 31st, 2021. Find more information from the CRA here!
T5 (Statement of investment income) & Relevé 3 (for Quebec residents)*
Issued to report interest income (and some ETF dividends).
T5s and Relevé 3s will be available for download on March 1st, 2021. Find more information from the CRA here!
T5008 (Statement of Security Transactions)
When an asset is sold within a portfolio it reports the proceeds of disposition and the book cost.
T5008s will be available for download on March 1st, 2021. Find more information from the CRA here!
T5013 (Statement of partnership income) & Relevé 15 (for Quebec residents)*
If you have investment income from a partnership in non-registered accounts, you may receive a T5013.
T5013s will be available for download on March 31st, 2021. Find more information from the CRA here!
*Note that Quebec residents will receive Relevé 16, Relevé 3, and Relevé 15 as well as T3, T5, and T5013 statements, respectively. The remaining tax slips will be the same.
Tax-Free Savings Accounts (TFSAs)
None! One of the great things about Tax-Free Savings Accounts is that so long as you stay within your contribution limit, there are no messy tax details to deal with (except for in a few uncommon scenarios)! Therefore, there are no corresponding tax slips for TFSAs.
Registered Retirement Savings Plans (RRSPs)
RRSP Contribution Receipt (2020)
Your RRSP contribution receipts allow you to claim the appropriate deduction to your taxable income!
RRSP Contribution Receipts for contributions made from March - December 2020 will be available for download on January 29th, 2021. Find more information from the CRA here!
RRSP Contribution Receipt (First 60 Days)
Your contribution receipts allow you to claim the appropriate deduction to your taxable income!
RRSP Contribution Receipts for contributions made from January 1st - March 1st 2021 will be available for download on March 17th, 2021. Find more information from the CRA here!
T4RSP & Relevé 2 (for Quebec residents)**
Being issued a T4RSP is confirmation that you made a withdrawal from your RRSP account. You'll want to report this on your taxes, and you may need to repay the withdrawal within a certain timeframe - like with Home Buyer's Plan withdrawals or Lifelong Learning Plan withdrawals.
T4RSPs & Relevé 2s will be available for download on March 1st, 2021. Find more information from the CRA here!
**Note that Quebec residents will receive Relevé 2 as well as T4RSP statements.
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