Client Tax Reporting Schedule for 2024 taxation year
Tax receipts for 2024 will be available to clients via their Agora portal. The documents will be posted and
available according to the schedule detailed below.
Client notification: clients will receive an automated email indicating that they have new documents to view within their portal.
Advisor can access the tax receipts by selecting the ‘Documents’ TAB at the client level (go to Client->Select
Documents TAB).
Tax Receipt Type
Date available in the Agora
portal
Remainder of the Year Contribution Tax Receipt
January 07, 2025
First 60 Day Tax Receipt
1st 60-day deadline: March 01, 2025
For deposits made in January and February
March 07, 2025
T4 RSP
T4 RIF
T5
*GIC interest in Prime non-registered plans only
*Prime+ non-registered plans only
T5008 summary
*Prime+ non-registered plans only
T3 (Prime+ non-registered plans only)
by March 31, 2025*
*Dependent on when fund company’ T3 factors are received.
NOTE: T3, T5, T5008 Tax Receipts for Prime accounts are issued by fund companies. Please contact individual Fund Companies for their schedule and tax receipt availability.
Our team is available to assist you with any questions or concerns related to tax documents.
Please contact us at service@agoracorp.ca.