Tax Resources
Explore our collection of valuable resources designed to streamline your transition and tax preparation journey with Nicola Wealth. Should you have any questions, please contact a member of your Advisory Team.
Gain access to essential insights that will pave the way for a seamless tax season by viewing our tax reference guides and resources.
Tax Insights
Income Tax Slips Timeline
To aid in the filing of income tax returns, we have provided a table listing common tax slips and receipts.
Form T1135 – Foreign Income
Learn about Specified Foreign Property and answers to frequently asked questions about Form T1135.
Tax Information and Return Dates
A list of common tax slips and their expected delivery timeframes.
U.S. Taxpayers
A list of important documents containing income tax information necessary for U.S. taxpayers to fulfill the required U.S. income tax obligations.
T5008 vs Fiscal Report Guide
PFIC Classification
PFIC Annual Information Statement (Nicola International Leaders)
PFIC Annual Information Statement (Nicola U.S. Equity Income Fund)
PFIC Annual Information Statement (Nicola Global Small-Cap Equity Fund)
PFIC Annual Information Statement (Nicola U.S. Real Estate Limited Partnership)
Fiscal FAQ
This material is distributed for informational purposes only and is not intended to provide legal, accounting, tax, or specific investment advice. Please speak to your Nicola Wealth advisor regarding your unique situation.