Filing methods

You can only file a TFSA annual information return by Internet using one of the four options mentioned below. We do not accept returns filed on CDs, DVDs, USB keys, diskettes, or paper. You can file a TFSA annual information return by using:

  • Internet file transfer (XML)
  • My Business Account (for business owners)
  • Represent a Client (for authorized representatives of TFSA issuers)
  • Web Forms (up to 100 records)

You will receive immediate confirmation that we received your TFSA annual information return regardless of which method you use.

Internet filing will be available January 6, 2021.

Note

Before you (the TFSA issuer) use any of these options, you must have a valid TFSA RZ program account number.

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