It is not always easy to understand the different tax documents requested by our accountant and to find our way on government platforms. We are therefore pleased to offer you a step-by-step guide to request your T4A from Service Canada. We will provide you with instructions on how to obtain it online and also how to obtain it by phone. Before answering your question “how to get my T4A from Service Canada?” we will look at some basic concepts to know if you are really eligible to receive a T4A and if this is really the slip you are looking for.
Am I eligible to receive a T4A?
The T4A form is a Canadian tax document indicating the amount of money you have received, such as:
- Pensions, annuities, and retirement: These incomes can come from various sources, including government pensions, employer pensions, and private annuities.
- COVID-19 related benefits such as:
- Canadian workers’ benefit in case of confinement (CWBC)
- Canadian economic recovery benefit (CERB)
- Canadian emergency benefits (CEB)
- Self-employed income: If you are a freelance or contract worker, you may receive a T4A for the income you earned.
- Scholarships, research or training grants: These amounts can be reported on a T4A.
- Work accident compensation: If you received compensation for a work accident, they can be reported on a T4A.
- Complementary health care benefits: Taxable health benefits can be reported on a T4A.
- Fees, grants or scholarships received as a fellow: These incomes are also often included on a T4A.
- Pension plan, retirement, annuity, or other income payments: Sometimes, these incomes are stated on a T4A instead of a T4RSP or a T4RIF.
- Profit sharing income: If you received a share of a company’s profits, these incomes can also be indicated on a T4A.
- Other income: The T4A can also include other types of income not listed above.
If you received one or more incomes from the previous list, then you are certainly eligible to receive a T4A! You may be able to get an information slip for the current year or the previous year if the issuer has sent them to CRA or if the issuer is the government itself (like the COVID-19 related benefits, for example).
Is it really a T4A that I’m looking for?
Indeed, in addition to the T4A, there are several other types of tax slips in Canada, including:
- T4: This document indicates the income you earned as a salaried employee. It also includes the amount of federal and provincial tax that was withheld from your salary.
- T4RSP: This form indicates the amount you withdrew from your Registered Retirement Savings Plan (RRSP) during the year.
- T4RIF: This slip declares the income you received from a Registered Retirement Income Fund (RRIF).
- T5: This document indicates the interest, dividend, or royalty income you received from unregistered investments.
- T3: This slip reports the income you received from trusts, including mutual funds.
- T2202: This form indicates the tuition fees you paid for post-secondary education, which you can use to claim a tax credit.
- Relevé 1 (RL-1): This slip is used by Quebec employers to declare employment income, social benefits, and tax deductions.
There are many other Canadian tax slips, but these are the most common. If you are now certain that you are really looking for a T4A, then we have prepared a step-by-step guide for you to go and get your slip online!
How to Get My T4A from Service Canada – Online Method
If you use the My Account for Individuals service, you will be able to consult your tax information slips online. If you are not yet registered, take the time to register, it will be easier to manage your documents and see the overview of all your tax information! Registration takes some time since you will have to wait for a code by mail, so move on to the next section if you are in a hurry!
Step 1: Go to My Account for Individuals
Go to My Account for Individuals of Service Canada and click on ”Sign-In Partner” to connect using your banking information.
Step 2: Select your online bank account
Choose the bank account you usually use to connect to My Account for Individuals and follow the connection instructions. Note that if you are using a new bank account, you will need to go through a process of validating your identity, in which they will ask for your SIN, postal code, date of birth, and random tax information to send you a code by mail to complete your registration. As long as you have not received this code and completed your registration, you will not be able to proceed to the next step.
Step 3: Access Tax Information Slips
From the home page of your file, click on ”Savings and pension plans” in the left-hand navigation menu, then click on ”Tax Information Slips (T4 and more)” on the right side of the screen.
Step 4: Select the Year and Slip You Need
From the Tax Information Slips page, select the tax year you need, the information slip ‘T4A Statement of Pension, Retirement, Annuity, and Other Income‘, then click on View. You will see the relevant document appear just below, click on ‘Original‘ to access it.
If nothing appears, move to the next section ‘How to Get My T4A from Service Canada – By Phone’.
Step 5: Save the PDF
Finally, click on the ‘Print/Save as PDF‘ button and then give it to your accountant!
That’s it! If you have had any difficulties during this process, we suggest you read the next section to receive a paper copy rather than a digital one, with a simple phone call!
How to Get My T4A from Service Canada – By Phone
If one of your tax information slips is late or lost, or if you do not have time to register for My Account for Individuals, you can request a paper copy by contacting Service Canada directly. First, make sure your issuer has sent it to Service Canada, and that you have waited at least until the end of February; the problem may come from this side! They will ask you to verify your identity so be prepared to answer these questions:
- Your Social Insurance Number
- Your full name and date of birth
- Your complete address
- Details of your notice of assessment or reassessment, proof of income, or other tax document
Once you have all this information, you can reach them from Monday to Friday from 9 a.m. to 5 p.m. (local time) at one of the following telephone numbers:
- Yukon, Northwest Territories and Nunavut: 1-866-426-1527
- Outside Canada and U.S. (Eastern Time): 613-940-8496
If you don’t have time to wait for a paper copy, Service Canada offers an alternative, which will be discussed in the next section.
Alternative: Estimate Your Income Without Information Slips
If you are unable to obtain your T4A slip before the deadline for filing your income tax return, you are allowed to estimate your income for this return. You can use your pay slips or other relevant documents to assess the amount to declare, as well as to identify any potential tax deductions and credits.
Include in your return a note specifying the name and address of the issuer of the T4A, the type of income concerned, and the steps you have taken to obtain this slip.
If you are filing your income tax return online, be sure to keep all your supporting documents as the Canada Revenue Agency (CRA) may ask for them later.
If you are sending your income tax return by mail, attach to your return a copy of your pay slips or other supporting documents, as well as the note mentioned above. Do not forget to keep your original documents even after sending your return.
In conclusion, this simplified guide should help you navigate through the process of obtaining the T4A form from Service Canada, which is essential for filing taxes.
Whether you prefer the online method or by phone, we hope to have clearly answered your question, “How to get my T4A from Service Canada.”