Tax Reporting Guide

Tax Updates

Click on any of the following buttons for the latest information on:

T3/R16 Mailing Details

T5013(A)/R15 Mailing Details

Average Exchange Rates (per Bank of Canada)

Federal Government Issuer Deadline Change
The delivery of T3 and T5013 packages from RBC Dominion Securities depends on the release of information by external issuers. The Federal Government passed legislation effective 2007 requiring income trust and publicly-held limited partnership issuers to report to financial intermediaries such as RBC Dominion Securities by February 28. Despite the changes, you may receive tax packages into April due to late disclosures and amendments by some income trusts and limited partnership units. (No penalties exist for non-conformance with the February 28 reporting deadline.) We expect the 2008 tax year to have better adherence to the February 28 disclosure deadline, given that the rule will have been in place for over a year. Please note that the government´s February deadline does not apply to privately-held limited partnerships, which still have until March 31 to file disclosures. For a detailed listing of all securities which have already had a T3/R16 or T5013(A)/R15 tax slip mailing, please click on the related tab below. To see a list of the securities for which you are expected to be issued a T3/R16 or T5013(A)/R15 from RBC Dominion Securities or additional T3/R16s directly from mutual fund companies, please review “Important Information Regarding Outstanding Tax Documents”, included in your February T5 mailing.

Average Exchange Rates (per Bank of Canada)
In January, the Bank of Canada announced the 2008 average exchange rates. The Bank of Canada´s summary of the average exchange rates for the past five years is provided here:

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