Most tax information slips are mailed by the end of February. However, T3
slips, which are issued by mutual fund companies do not have to be mailed
until the end of March. Thus, if you have mutual funds outside of an
RRSP, it is advisable to wait until at least a week into April to file your
Make sure you have all your receipts together before
preparing your tax return, such as donations and medical expenses.
If you have investments outside of RRSPs (i.e., in
non-registered accounts), have all your brokerage statements organized to
provide the required information. You should also receive a
"trading summary" from your brokerage, listing all the trades made
during the year. You can use the prior year trading summaries to confirm
the cost basis of any investments you have sold in the current tax year.
Revised: September 18, 2013