Glossary of tax receipt types

Originally published Dec 1, 2017; updated Mar 11, 2021.

Below is a list of the types of tax receipts you may receive from Educators Financial Group for use in preparing and filing your Canadian income tax return.

Tax Receipt	Purpose of Tax Receipt
Relevé 2	Retirement Income paid during a given year to a resident of Quebec on December 31^st.
T4A	Statement of Pension, Retirement, Annuity and Other Income. Indicates how much of certain types of income was paid and the amount of income tax that was deducted.
NR4B	Registered Accounts – Completed for every non-resident of Canada which was paid or credited amounts that are subject to withholding tax according to the Income Tax Act
NR4	Non-Registered Accounts – Completed for every non-resident of Canada which was paid or credited amounts that are subject to withholding tax according to the Income Tax Act
T4RSP	An Information slip prepared and issued by a Financial Institution indicating how much money was withdrawn from or received from an RRSP for a given Tax Year and how much tax was deducted at source.
T4RIF	A statement of income from a Registered Retirement Income Fund or a Locked in Registered Income Fund.
T3	Statement of Trust Income or Investment Income from Mutual Funds in Non-Registered accounts.
T5	Return of Investment Income in a given year. Income includes interest, dividends and certain foreign income.
ROY (Remainder of the Year)	Receipt for amounts contributed to an RRSP from March-December of any given year.
202X-1 (1^st 60 Days) January	Receipt for amounts contributed to an RRSP for January of the stated year.
202X-1 (1^st 60 Days) February	Receipt for amounts contributed to an RRSP for February (or up to deadline) of the stated year.
202X-1 (1^st 60 Days) March 1, 202X	Receipts for items post marked on or before March 1^st of the stated year.