Helpful information to prepare your income tax return

Aviso is committed to proactively keeping you informed, so you can prepare for tax season. Use this centralized location to access tax mailing schedules, important dates, your tax guide, and some useful links and forms.

Tax Mailing Schedule

Registered

DocumentCredential Asset Management Inc.Credential Qtrade Securities Inc.Aviso Correspondent PartnersMailed No Later Than
Rest of the Year Contribution Receipt Jan 15, 2024
Rest of the Year Contribution Receipt  Jan 15, 2024
1st 60 Days Contribution Receipt 
1st Bi-weekly runJan 29, 2024
2nd Bi-weekly runFeb 12, 2024
1st Weekly runFeb 19, 2024
2nd Weekly runFeb 26, 2024
3rd Weekly runMar 4, 2024
4th Weekly runMar 11, 2024
Last Weekly runMar 18, 2024
1st 60 Days Contribution Receipt  
1st Bi-weekly runJan 29, 2024
2nd Bi-weekly runFeb 12, 2024
1st Weekly runFeb 19, 2024
2nd Weekly runFeb 26, 2024
3rd Weekly runMar 4, 2024
4th Weekly runMar 11, 2024
Last Weekly runMar 18, 2024
T4RSP/RL2Feb 20, 2024
T4RIF/RL2Feb 20, 2024
T4AFeb 20, 2024
NR4Feb 20, 2024

Non-Registered

DocumentCredential Asset ManagementCredential SecuritiesAviso Correspondent PartnersMailed No Later Than
1099-B1099-DIV1099-INT Jan 29, 2024
OnPoint Fee Summary  Feb 26, 2024
OnPoint Fee Summary  Feb 26, 2024
OnPoint Management Portfolios Management Fee Summary  Feb 26, 2024
OnPoint Private Investment Management Fee Summary  Feb 26, 2024
OnPoint Pooled Investment Management Fee Summary  Feb 26, 2024
CMA Fee Summary  Feb 26, 2024
Mutual Fund Fee Summary  Feb 26, 2024
Mutual Fund Fee Summary  Feb 26, 2024
Fee Summary  Feb 26, 2024
T1135 FAVR Feb 26, 2024
T5/RL3 Feb 26, 2024
TDS Feb 26, 2024
T5008 Feb 26, 2024
NR4 Mar 18, 2024
T3/RL16 Mar 25, 2024
T5013/RL15 Mar 25, 2024

Important Dates

Tax Guides

Your Guide to Tax Season outlines the tax slips and supporting documents that you may receive from Aviso Financial Inc., depending on the investments and account types you have. To complete your tax return, you may receive additional documentation from other parties, including other financial entities with which you have investments or accounts.

We recommend that you have all your slips before filing your tax return and consult with a personal tax advisor for more detailed assistance, if necessary. Additional information can be found on the Canada Revenue Agency at cra-arc.gc.ca.

    Tax Guide for clients of Mutual fund-only reps

    Tax Guide for clients of Investment Advisors 

    Tax Guide for Aviso Correspondent Partners