after it: Tax Centre

Tax Centre

Helpful information to prepare your income tax return

Credential is committed to proactively keeping you informed, so you can prepare for this 2016 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



Important Dates


December

Date
Description
Dec 23
  • Final day for tax-loss selling of US equities and mutual funds for Canadian taxpayers
Dec 26
  • Christmas Day observed - All Markets Closed
Dec 27
  • Boxing Day observed - Canadian Markets Closed
Dec 30
  • 2016 RRSP, RESP, & TFSA contribution deadlines
  • Last day for tax-loss selling of US or CDN equities for US taxpayers

January

Date
Description
Jan 2
  • New Year’s Day observed - All Markets Closed
Jan 16
  • Martin Luther King Day - US Markets Closed

February

Date
Description
Feb 13
  • Family Day (BC) - Markets Open
Feb 20
  • Family Day (AB, SK, MB, ON, PE) – All Markets Closed

March

Date
Description
Mar 1

April

Date
Description
Apr 14
  • Good Friday – All Markets Closed
Apr 17
  • Easter Monday – All Markets Open
Apr 30
  • CRA tax filing deadline for individuals, for the 2016 tax year


Tax Guides


Your Guide to Tax Season outlines the tax slips and supporting documents that you may receive from Credential, 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 www.cra-arc.gc.ca.

Credential Asset Management
Tax Guide

Credential Securities
Tax Guide

Credential Correspondent Partners
Tax Guide


Useful Links


CRA Website
CRA New Tax Info
CRA Tax Packages (All Years)
Revenu Quebec
Personal Tax Info
IRS Website
IRS Contact Info
General Tax Info