Good afternoon,
As we near the last days of February, we wanted to reach out to provide guidance for your tax return preparations this year. The ShortFinancial team strives to provide you with the right support that can help to make this as easy as possible.
First, we strongly recommend that you should not prepare your tax return before March 31st because early preparation may cause you to miss a tax slip. Remember, some investments are not required to issue slips before March 31 and we have had cases where CRA received a tax slip after our client has filed.
Most importantly, we are aware that sometimes tax slips go astray and, when they do, it can be a reason for you to worry that it has gone to someone else’s mail or just been missed. So our intention is to help you make sure you have all the slips that CRA has received on your file and do so in the most secure way possible.
In order to address this problem, this year we are going to employ our updated online Client Portal.
This portal will have all of the tax slips issued by IA Private Wealth on your accounts accessible for easy and secure download through our ShortFinancial website….