Tax-Free Savings Account for issuers

In these pages we use the term "TFSA individual record". A Tax-Free Savings Account (TFSA) individual record is similar to a slip except that TFSA issuers are not required to send their client a slip (for example, T4, T5). Therefore, when we refer to TFSA individual records, we are referring to what the issuers must submit to us.

You may have to send a T4A slip or NR4 slip. For more information, see Death of a TFSA holder. You may also have to send notification of non-qualified investment to the holder. For more information, see Tax payable non-qualified investments.


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