2024 advisors and partners tax documents

2024 advisors and partners tax documents

Between now and February 28, 2025, printed tax documents issued by iA Financial Group in your name¹ will be sent to the mailing address that we had on file on December 31, 2024.

If you are not compensated directly by iA, please note that your tax documents will be provided to you by your own organization and therefore this news does not apply to you.

You can also get the electronic version of the tax documents in your Advisor Centre.

How do I access my electronic documents?

1. In the Advisor Centre, click on My Tools
2. Select Compensation
3. Click on Your Tax Documents, then on your name that appears under Tax documents by agent code.
4. Click on the desired tax slip
   Select the taxation year and the document you want to access.

Important: Only originals are available in the Advisor Centre. You may ask iA Compensation Team to provide you with any amended tax documents.

¹ Your own tax documents, not those of your clients.