When can I expect to receive my 2020 tax documents? (Canada & US participants)

Tax documents can be located in the Documents tab in your Shareworks account.

If you do not see a Tax Documents tab in your documents section, then you do not have any tax documents available to you at this time.

Please see below for Canadian tax slip and US tax slip schedule dates below. 

CRA

Slip	Date Uploaded to SW	Posting/Mailing Deadline	Filing Deadline
T10	31-Jan-2021	Q1: No later than June 1, 2020 Q2: No later than August 31, 2020 Q3: No later than November 30, 2020 Q4: No later than February 1, 2021	Q1: No later than June 1, 2020 Q2: No later than August 31, 2020 Q3: No later than November 30, 2020 Q4: No later than February 1, 2021
RRSP - Last 10 Months	31-Jan-2021	1-Mar-2021	1-Mar-2021
T5	15-Feb-2021	1-Mar-2021	1-Mar-2021
T4RSP	15-Feb-2021	1-Mar-2021	1-Mar-2021
T4A	15-Feb-2021	1-Mar-2021	1-Mar-2021
T5008	15-Feb-2021	1-Mar-2021	1-Mar-2021
T4PS	15-Feb-2021	1-Mar-2021	1-Mar-2021
NR4	15-Feb-2021	Calendar Year Plans: March 31, 2021 Fiscal Year Estate or Trust: No later than 90 days after the end of the estate's or trust's tax year	Calendar Year Plans: March 31, 2021 Fiscal Year Estate or Trust: No later than 90 days after the end of the estate's or trust's tax year
T3	15-Mar-2021	Calendar Year Trust: March 31, 2021 Fiscal Year Trust: No later than 90 days after the end of the trust's tax year	Calendar Year Trust: March 31, 2021 Fiscal Year Trust: No later than 90 days after the end of the trust's tax year
T5013	15-Mar-2021	31-Mar-2021	31-Mar-2021
RRSP - First 60 Days	1-Apr-2021	As early as possible in March or per Client specific ask	3-May-2021

 

IRS

Slip	Date PDFs Uploaded to SW	Posting/Mailing Deadline	Filing Deadline
3921/2922	01-Feb-2021	31-Jan-2021	31-Jan-2021
1099 B/DIV	15-Feb-2021	28-Feb-2021	31-Mar-2021
1099 Custom/Manual	15-Feb-2021	28-Feb-2021	31-Mar-2021
1042-S	10-Mar-2021	15-Mar-2021	15-Apr-2021

CRS and FATCA

Jurisdiction	Generate from SW	Filing Deadline
Canada	15-Apr-2021	2-May-2021

 

Revenu Quebec

Slip	Date Uploaded to SW	Posting/Mailing Deadline	Filing Deadline
RL-2	15-Feb-2021	1-Mar-2021	1-Mar-2021
RL-3	15-Feb-2021	1-Mar-2021	1-Mar-2021
RL-25	15-Feb-2021	1-Mar-2021	1-Mar-2021
RL-18	15-Feb-2021	1-Mar-2021	1-Mar-2021
RL-16 **New for 2021**	15-Mar-2021	Calendar Year Trust: March 31, 2021 Fiscal Year Trust: No later than 90 days after the end of the trust's tax year	Calendar Year Trust: March 31, 2021 Fiscal Year Trust: No later than 90 days after the end of the trust's tax year

As an employee, it is your responsibility to understand all tax implications that impact your equity and/or share purchase holdings.