Glossary of tax receipt types
Below is a list of the types of tax receipts you may receive from Educators Financial Group for use in preparing and filing your Canadian income tax return.
Tax Receipt |
Purpose of Tax Receipt |
| Relevé 2 | Retirement Income paid during a given year to a resident of Quebec on December 31st. |
| T4A | Statement of Pension, Retirement, Annuity and Other Income. Indicates how much of certain types of income was paid and the amount of income tax that was deducted. |
| NR4B | Registered Accounts – Completed for every non-resident of Canada which was paid or credited amounts that are subject to withholding tax according to the Income Tax Act |
| NR4 | Non-Registered Accounts – Completed for every non-resident of Canada which was paid or credited amounts that are subject to withholding tax according to the Income Tax Act |
| T4RSP | An Information slip prepared and issued by a Financial Institution indicating how much money was withdrawn from or received from an RRSP for a given Tax Year and how much tax was deducted at source. |
| T4RIF | A statement of income from a Registered Retirement Income Fund or a Locked in Registered Income Fund. |
| T3 | Statement of Trust Income or Investment Income from Mutual Funds in Non-Registered accounts. |
| T5 | Return of Investment Income in a given year. Income includes interest, dividends and certain foreign income. |
| ROY (Remainder of the Year) | Receipt for amounts contributed to an RRSP from March-December of any given year. |
| 202X-1 (1st 60 Days) January | Receipt for amounts contributed to an RRSP for January of the stated year. |
| 202X-1 (1st 60 Days) February | Receipt for amounts contributed to an RRSP for February (or up to deadline) of the stated year. |
| 202X-1 (1st 60 Days) March 1, 202X | Receipts for items post marked on or before March 1st of the stated year. |
