When can I expect to receive my annual tax documents? (Canada & U.S. participants)
Tax documents can be located in the Documents tab in your Shareworks account.
If you do not see any documentation, then you do not have any tax documents available to you at this time.
Please see below for Canadian tax slip and U.S. tax slip schedule dates below.
CRA
|
Slip
|
Date Uploaded to SW
|
Posting/Mailing Deadline
|
Filing Deadline
|
|
T10
|
31-Jan-2025
|
Q1: No later than May 29, 2024
Q2: No later than August 28, 2024
Q3: No later than
November 25, 2024
Q4: No later than January 29, 2025
|
Q1: No later than May 31, 2024
Q2: No later than August 30, 2024
Q3: No later than
November 27, 2024
Q4: No later than January 31, 2025
|
|
RRSP - Last 10 Months
|
31-Jan-2025
|
31-Jan-2025
|
28-Feb-2025
|
|
T5
|
14-Feb-2025
|
28-Feb-2025
|
28-Feb-2025
|
|
T4RSP
|
14-Feb-2025
|
28-Feb-2025
|
28-Feb-2025
|
|
T4A
|
14-Feb-2025
|
28-Feb-2025
|
28-Feb-2025
|
|
T5008
|
14-Feb-2025
|
28-Feb-2025
|
28-Feb-2025
|
|
T4PS
|
14-Feb-2025
|
28-Feb-2025
|
28-Feb-2025
|
|
NR4
|
14-Feb-2025
|
Calendar Year Plans: March 31, 2025
Fiscal Year Estate or Trust: No later than 90
days after the end of the estate's or trust's tax year
|
Calendar Year Plans: March 31, 2025
Fiscal Year Estate or Trust: No later than 90
days after the end of the estate's or trust's tax year
|
|
T3
|
25-Mar-2025
|
Calendar Year Trust: March 31, 2025
Fiscal Year Trust: No later than 90 days after
the end of the trust's tax year
|
Calendar Year Trust: March 31, 2025
Fiscal Year Trust: No later than 90 days after
the end of the trust's tax year
|
|
T5013
|
15-Mar-2025
|
31-Mar-2025
|
31-Mar-2025
|
|
RRSP - First 60 Days
|
1-Apr-2025
|
1-Apr-2025 (As early as possible in March or per Client specific ask)
|
1-May-2025
|
MRQ
|
Slip
|
Date Uploaded to SW
|
Posting/Mailing Deadline
|
Filing Deadline
|
|
RL-2
|
14-Feb-2025
|
28-Feb-2025
|
28-Feb-2025
|
|
RL-3
|
14-Feb-2025
|
28-Feb-2025
|
28-Feb-2025
|
|
RL-25
|
14-Feb-2025
|
28-Feb-2025
|
28-Feb-2025
|
|
RL-18
|
14-Feb-2025
|
28-Feb-2025
|
28-Feb-2025
|
|
RL-16
|
14-Mar-2025
|
Calendar Year Trust: March 31, 2025
Fiscal Year Trust: No later than 90 days after
the end of the trust's tax year
|
Calendar Year Trust: March 31, 2025
Fiscal Year Trust: No later than 90 days after
the end of the trust's tax year
|
IRS
|
Slip
|
Date Uploaded to SW
|
Posting/Mailing Deadline
|
|
Individual 1099-DIV
(applicable only for some SUM
Private Companies)
|
31-Jan-2025
|
31-Jan-2025
|
|
Combined 1099 B/DIV – Wave 1
|
15-Feb-2025
|
15-Feb-2025
|
|
Combined 1099 B/DIV – Wave 2
Companies with Custom/Manual
processing)
|
28-Feb-2025
|
28-Feb-2025
|
|
1042-S
|
15-Mar-2025
|
15-Mar-2025
|
As an employee, it is your responsibility to understand all tax implications that impact your equity and/or
share purchase holdings.
