Steve Quincy
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Recent activity by Steve Quincy-
Where can I find the tax slip for my exercise?
In Canada, exercises are included on the T4 slip that is provided by your company. The proceeds of the sale is considered income on the T4. In the U.S, participants receive a 1099 that can be found...
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Common Reporting Standard (CRS) Frequently Asked Questions | Foire aux questions sur la Norme commune de déclaration
What is the Common Reporting Standard (CRS)? The Common Reporting Standard (or “CRS”) is a global information sharing regime designed to provide tax authorities with information regarding financial...
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How do I complete the W-8 BEN form?
Please refer to the IRS Instructions for Form W-8BEN for use in conjunction with this guide. If there are discrepancies between the following instructions and the IRS website, the IRS website takes...
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How do I complete the W-9 form?
Please refer to the IRS Instructions for Form W-9 for use in conjunction with this guide. If there are discrepancies between the following instructions and the IRS website, the IRS website takes pr...
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Changement au crédit d’impôt pour des dividendes / Changes to the dividend tax credit in Quebec
Français Suite à un changement réglementaire du budget provincial du Québec prononcé en mars 2018, Solium est dans l’obligation de fournir des détails par rapport aux montants inscrits dans les f...
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How do I access, download, and/or print my completed W-8BEN or W-9 online tax certification?
If you are a participant: Log into Shareworks as a participant. Go to the Documents Go to the Account Documents section, where W-9/W-8BEN certification is visible and available for download. Clic...
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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 yo...
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How do I open a registered account within my Shareworks account?
You will find the section and link related to enrolment on your dashboard in Shareworks. To enrol, complete the relevant application form located in this section. Shares and/or money cannot be allo...
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Can I add a beneficiary to a registered or a non-registered account?
You can designate a beneficiary on any registered account (DPSP, RRSP or TFSA). You will find the beneficiary form located in the Documents tab in your Shareworks account. You cannot designate a be...
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How do I accept a grant agreement?
When your company has granted you a new stock option or award, you will be prompted to accept the award upon logging into Shareworks. You can view the grant agreement immediately or view it later. ...