Client Resources
Useful Tips
This page provides a collection of helpful resources and references to support your financial journey with us. The information is offered for reference purposes.
Tax 2025
1. Federal & Provincial Personal Tax Rates
2. Major Canadian Tax Deadlines and Dates
3. Important dates – 2025 Tax Year
Friendly reminder: your individual income tax return is due April 30, 2026. If you, your spouse or common-law partner are self-employed, the deadline is June 15, 2026.
- November to December: Now is the time to double-check that your mailing address is up-to-date with both TD and the CRA.
- Early January: We're getting your tax slips ready.
- Late January to March: We're uploading all your tax slips to Easy Web and WebBroker and mailing out slips based on your delivery preference.
- March 2, 2026: This is the last day to contribute to your 2025 Registered Retirement Savings Plan (RRSP). If you turned 71 in 2025, Dec 31st 2025 is the last day to contribute to your RRSP at which point you’ll need to convert your savings into a retirement income option, such as a Registered Retirement Income Fund (RRIF).
- April 30, 2026: Deadline to file your 2025 tax return for most taxpayers (for self-employed, see below). If there is a balance owing for 2025, any balance owing must be paid by April 30, 2026, to avoid late penalties and interest charges.
- June 15, 2026: The tax filing due date if you or your spouse or common-law partner are self-employed is June 15, your return will be considered filed on time if received on or before June 15, 2026. Note that if there is a balance owing for 2025, any balance owing must be paid by April 30, 2026 to avoid late penalties and interest charges, although the tax return filing deadline is in June.
4. Getting your Tax Slips
The 2025 tax filing season is approaching. A schedule has been prepared to outline when you can expect to receive common tax slips by mail or through eServices. Depending on your account holdings and transactions, you may receive some or all of the listed tax documents. Check out this Important Information and Reminders for more details and expected distribution dates for 2025 tax slips.
To support you with the filing of your 2025 tax return, you will receive a personalized TD Wealth Private Investment Advice year‑end resource package. This package includes reports and information such as descriptions and delivery timelines of official tax slips based on your investments and transactions. The information in these reports is not an official record of your account(s) and is not considered official tax documentation. It is not reported to the CRA/RQ. Official records for tax purposes include your statements, trade confirmations, and official tax slip(s) from TD Waterhouse Canada Inc., security issuers, and/or other institutions. We recommend verifying this information against your own records before filing your tax return.
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How to Understand Your Statement
Your monthly statement is intended to assist you with tracking your investments and financial performance quickly and easily. Click here for a brief explanation of each section of your statement.
Tax & Retirement Planning Guide
We understand the importance of tax planning to investors. There are many tax-efficient investment vehicles available to Canadians to help maximize after-tax income and grow their investment portfolios.