Tax receipts and slips

2023 Canada tax filing deadlines

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Mailing and online dates for tax receipts and slips

To help you organize your paperwork for tax season, we’ve created a table that includes the different types of tax receipts and slips we prepare, when some of them are available online, and when others are sent out in the mail.

* (Note: Customers who bought insurance through an affinity group [e.g., professional or alumni association, retiree organization, financial institution or retailer] will find their tax slip mailing schedule at the bottom of the Insurance table below. Not sure if you’re part of an affinity group? To confirm if you are, check out our Affinity groups listing.)

Important tax filing deadlines in Canada:

February 29, 2024

Your 2023 RRSP contribution deadline (11:59 pm EST)

April 30, 2024

The tax filing deadline for your 2023 income tax return

Tax receipts and slips schedule

Insurance plan holders

Tax document Expected mailing date
RRSP contribution receipt
RRSP contribution between March 2023 to December, 2023 Mailing dates range from the end of January through the third week of March (e.g., February 1 – March 21, 2024)
RRSP contribution before February 29, 2024 (first 60 days) March 21 – 22, 2024
Tax slips
T5, RL3 February 15 – 28, 2024
T4 RSP February 12 – 28, 2024
T4A February 28, 2024
LCL February 15 – 28, 2024
T5 NR4 March 7 – 15, 2024
T3 NR4  March 7 – 18, 2024
T3, RL16 March 7 – 18, 2024
Tax slips for Affinity group plan members (including health and dental)
T4A February 24, 2024
T5 February 14, 2024

Group retirement and VIP Room plan members

Find information about tax documents on the Group Retirement website, including:

  • How the documents are made available: online or by regular mail
  • When the documents become available: online or sent to you in the mail
For example:

For RRSP or Group RRSP contributions, the timelines are as follows:

Tax document Available online or by mail Expected mailing date or online availability date
RRSP Contributions between March 2024 and December 2024 Online Week of January 20, 2025
RRSP Contributions between March 2024 and December 2024 Mail Week of February 3, 2025
RRSP Contributions between March 2024 and December 2024 (VIP Room) Mail Week of January 27, 2025
RRSP Contributions within the first 60 days of 2025 Online Week of March 17, 2025
RRSP Contributions within the first 60 days of 2025 Mail Week of March 24, 2025

Checklist

To help make the annual tax filing process as straight forward as possible, get the following documents together in once place, including:

  • your previous year’s tax return(s)
  • your previous year’s Notice of Assessment
  • documentation, including receipts, to support claims for deductions or credits (i.e., RRSP contributions, medical expenses, charitable or political donation receipts)
  • any carry forward amounts from previous tax years
  • any record of tax instalment payments made

Tax information – other Manulife accounts

To obtain tax information for a Manulife Group Retirement account, Manulife Bank, Manulife Wealth or Manulife Investment Management account, click on one of the links below:

Group Retirement

Manulife Investment Management

The Canadian tax system makes hundreds of deductions and credits available. We recommend you seek the advice of a professional who can look at your specific situation to help you minimize your tax liability.

In addition, the Canada Revenue Agency has posted a list of deductions, credits and expenses on its website, which Canadians may be in a position to claim.

Where can I find my Affinity and Group Retirement tax receipts and slips online?

Affinity group plan members will find their 2023 Statement of Annual Premium (available as of February 20, 2024) by signing in to their account.

Group Retirement or VIP Room plan members can sign in or find more information at the Group Retirement website.

Affinity, alumni, professional and retail members

 

As of February 20, 2024, sign in to our SecureServe® portal, to find your 2023 Health and Dental Statement of Annual Premium (under the payment section).

 

 

If you have questions about your 2023 Health and Dental Statement of Annual Premium, contact us by logging in and clicking on Send note. Or, email us at more_info@manulife.com.

 

Group Retirement plan members

 

 

Find your tax receipts and slips

  1. Sign in
  2. Go to Tax Receipts/Slips under Quick links

Contribute to your RRSP (2024 deadline: March 3, 2025 at 11:59 P.M., Eastern time)

  1. Sign in
  2. Go to More account options > My Account > Make a lump sum contribution

VIP Room – Group retirement plan members

 

 

Find your tax receipts and slips

  1. Sign in
  2. View your holdings > RRSP contributions

 

Contribute to your RRSP (2024 deadline: March 3, 2025 at 11:59 P.M., Eastern time)

  1. Sign in
  2. Go to Manage your plans > Online contribution

Get easy access to your tax documents with Manulife ID

Set up your Manulife ID and connect your accounts to:

  • access your online tax documents conveniently
  • check on your savings totals and statements
  • send documents online, easily and securely

Need help setting up your Manulife ID? Visit our Manulife ID support centre to learn more.

Set up your Manulife ID

Frequently asked questions

For tax purposes, you need a report that lists all the health and dental expenses your benefits plan paid for – plus amounts you paid out of pocket – for the whole year.

That document is called a Claims history or Claims summary report. It’s available once you log in to your secure account.

After you log in, follow these steps to find the report:

  1. Go to the Claims Hub located in the upper right corner of your home page, under Common Tasks.
  2. Under the Filters options, on the far right, find the small green icon and the words Search more claims. Click on those words.
  3. You are taken to a new portal, with the title Search my claims.
  4. Select your search criteria, including date range, and the person's name.
  5. Your Print summary loads, and from the top right corner, find a print icon, which lets you print it out.
  • A complete list of your claims, including claimant name, type of service, statement date, amount submitted, benefit paid, and status appears online.
  • In the top right corner of that chart, there’s an icon and the words Printable Summary. Click that icon to load the PDF and prepare to print.
  • At the bottom of the table, you will find a summary of the amount you submitted under claims, the benefit paid out on your behalf, and the difference between the two amounts (which is your out-of-pocket amount).

While this report is not a tax report, it may help you prepare your annual tax return. It’s recommended you consult with a certified tax professional regarding your taxes.

The 2023 tax year paperwork must be filed with the Canada Revenue Agency (CRA) on or before April 30, 2024.

To submit your taxes to the government, you may complete a CRA online tax filing (Visit the CRA personal income tax web page for more information) or you can mail your taxes via regular mail*. If sending by regular mail, you’re required to have the package postmarked on or before April 30 to avoid any penalties for late filing.

*Canada Revenue Agency
PO Box 3800 STN A
Sudbury, ON P3A 0C3

Saving receipts is a smart thing to do, however doing so for a full year can seem overwhelming. Still, with a year's worth of important receipts in hand, you may be in a position to reduce your tax bill, when the time comes. So it may be worth it in the end.

Here's a list of just a few of the different kinds of receipts you may want to get in the habit of filing away throughout the year to help with your income tax filing:

  • Rent or property cost receipts
  • Medical receipts
  • Transit pass receipts
  • Contribution receipts for your RRSP
  • Charitable donations
  • Children's fitness receipts
  • Attendant expenses for persons with a disability

We recommend you seek the advice of a professional who can look at your specific situation to help you minimize your tax liability. In some cases, retaining certified professional tax filing services may make sense.

Tax slips are prepared by employers or investment companies that issue income to you. Once prepared by the issuer, they provide copies to both the person that receives the income and the Canada Revenue Agency (CRA). Also, copies of the slips must be included when you send in your income tax filing.

If needed, you may also be able to obtain copies of your tax slips for the current and previous years through the CRA.

Generally, you should receive all of your slips by the end of February. To obtain copies, you ‘ll need to set up an online account with the CRA. Called an MSCA, it stands for My Service Canada Account. Once you register for an MSCA and select 'Tax slips', you can access the current, and previous six years of tax slips online.

For more information about filing income tax or filing taxes online, please visit the CRA website.

Each person has their own preferences when it comes to organizing personal paperwork for filing a tax return. However one simple, recognized approach involves using file folders and labelling them according to categories that match the kinds of expenses a person makes.

Examples of categories include the following:

  • Rent or property costs
  • Medical
  • Transportation
  • RRSP tax receipt
  • Charities
  • Children’s extra-curricular activities

With file folders in hand, throughout the year as receipts pile up, they have a place to go, and they’re easily retrieved at tax time.