Tax Resource Centre

For most Canadians, the tax filing deadline is May 1, 2023. It’s usually April 30^th, but since it falls on a Sunday it will be considered filed on time if received on or before the next business day, which is Monday, May 1^st.

If you’re self-employed or have a spouse or common-law partner who is self-employed, the tax filing deadline extends until June 15, 2023.

To file your taxes correctly, there are a handful of slips and documents you’ll need. Below is a list to get you started:

• Social Insurance Numbers for you, your spouse, and any dependants
• Birthdates for family members.
• Income T-slips (T4s, T5s, etc.) and if you’re in Quebec, RL-slips (RL-1, RL-2, RL-3, etc.)
• Additional Income records, such as an income statement if you’re self-employed
• Receipts for tax deductions, such as medical, childcare or caregiver expenses, etc.
• Information from previous tax years, such as RRSP contribution limits, repayments required under the Home Buyers Plan or Lifelong Learning Plan
• The tax package you received from the CRA, including your access code to file online or by telephone.

For a more detailed breakdown of the types of slips you need, you can visit the CRA website.

You may receive various tax slips depending on what kind of investment and savings account you have and what types of investments you hold. Here’s a full list of tax slips that could be associated with your investment and savings accounts.

Most tax slips from TD will be mailed out. If you are a Direct Investing customer, you may be able to access tax slips digitally.

You can expect to receive your tax slips sometime between late January and March*. If you haven’t received your slips within 3 weeks of the mailing date, please contact any TD Canada Trust branch.

Alternatively, if you are a TD personal retail banking customer, please call TD Canada Trust EasyLine telephone banking at 1-866-222-3456 to request a duplicate receipt in the mail. Please note, duplicate receipts will take approximately 2-3 weeks. If you have used EasyLine in the past you will be prompted to enter your TD Canada Trust Access Card number and PhoneCode. If you have not yet set up this service, simply press '2' to reach the main menu. Once in the main menu, choose option '5' for investments and then option '1' for mutual funds or option '2' for non-mutual funds and a representative will be happy to assist.

If you're a TD Direct Investing customer, please visit the TD Direct Investing Contact Us page.

Business banking customer? You can head over to the Small Business Banking hub.

* With the exception of RRSP contribution tax slips which will be printed in branch at the time of contribution or donation to Friends of the Environment Foundation that can be received electronically.

To make sure you receive your tax slips, double-check that your address is correct on EasyWeb.

If you do not meet certain requirements, you may not receive some of your tax slips. For example:

• T5/RL3 tax slips are only issued for total interest above $25.00. If you don't receive a tax slip for interest below $25.00, you will still need to report this income.
• T5008/RL18 tax slips for TD Mutual Funds held in a Non-Registered account will only be issued if there were proceeds of disposition (in other words, if you sold or redeemed an asset or security).
• T3/RL16 tax slips will only be issued for TD Mutual Funds held in a Non-Registered account when there is income distribution or return of capital from mutual funds.

These are just a few reasons why you may not have received your tax slips. For more details, we recommend visiting the CRA website