Tax: Canadian Persons and Entities: Receiving Tax Forms

Tax forms will not be sent by mail. Tax forms are only available electronically. To access, log into Client Portal and click the Menu icon in the top left corner > Reporting > Tax Documents. If you have the old Client Portal layout, select the Performance and Reports tab followed by Tax Documents. Please review the information on your forms.

In compliance with Treasury Department Circular 230, unless stated to the contrary, any information contained in this FAQ was not intended or written to be used and cannot be used for the purpose of avoiding tax penalties that may be imposed on any taxpayer.