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  1. Jul 4, 2024 · If you currently receive digital statements for your investments, you can view and download your tax documents through online banking by going to the Communications Centre on your Accounts page.

  2. Tax slips checklist. As you prepare to review tax slips for your investment accounts, you may use the checklist below to determine if you have all your tax slips before filing your 2023 taxes. Depending on your investments, you may receive all or some of the slips listed below.

  3. Even if you have not received all of your RRSP contribution receipts, you must file your income tax and benefit return on time to avoid any penalties or interest. Your RRSP issuer can confirm your contribution amounts.

  4. You'll also have access to Scotia online, available on desktop, mobile, tablet, and through the Scotia Wealth Management mobile app. Learn more about the features and benefits. Choose your preferred level of portfolio participation

  5. However, you can now choose to receive your tax documents electronically via Scotia online or request a duplicate paper copy of your tax document through Scotia OnLine’s Communications Centre by selecting “Send a Message” with the subject as “RRSP GIC and Savings account”.

  6. RRSP allows you to make tax-deductible contributions each year, either in a lump sum or through regular Pre-Authorized Contributions (PACs). The maximum you can contribute each year is set by the Canadian government and depends on your income.

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  8. See your portfolio online and transfer funds to your account. Scotia OnLine allows you to easily view and contribute to ScotiaMcLeod accounts. Online account access is integrated across platform, so you can see both your ScotiaMcLeod and Scotiabank accounts together in one spot.