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Top things you need to know for your 2021 tax return

Learn where to find your tax documents, our mailing schedule for tax receipts and forms, how to pay taxes to the CRA, and more for the 2021 tax season.

By ATB Financial 11 February 2022 2 min read

‘Tis the season for combing through drawers and filing cabinets to find everything you need to prepare your taxes. It’s also when incredible Albertans like you light up our phones asking about their TFSA contribution room, RRSP deduction limits and tax receipts. We love talking to you, but how about we save you a call?

Here are the top things you need to know to handle your 2021 tax return with confidence.

 

Where to find your personal RRSP deduction limit and available contribution room

Personal RRSP deduction limit:

  • on your RRSP Deduction Limit Statement provided by Canada Revenue Agency (CRA)
  • by signing in to MyCRA or calling 1-800-267-6999

 

How to find your individual TFSA contribution room

By signing in to MyCRA or calling 1-800-267-6999.

 

Looking for your ATB Wealth documents?

ATB Wealth slips and receipts have different mailing dates than those for ATB Financial, but we’ve got you covered with instructions on how to find your ATB Prosper tax documents and how to view investment statements with ATB Investor Connect.

 

Wondering when we’ll be mailing tax forms to customers?

Check out our tax slip forms mailing schedule below (just keep in mind the mail can take about 5-7 business days to arrive):

​Tax Receipts - Estimated Mail Date
RSPOR​ RSP Official Receipt - Remainder of 2021, First 60 days of 2022 02/11/2022
FDDOR Fixed Date Deposit Official Receipt 02/11/2022
​RIFOR ​RIF Official Receipt Printed Monday weekly from January 10 to March 7 2022
Tax Slips - Estimated Mail Date
​T5 ​Statement of Investment Income 02/11/2022
​T4A ​Statement of Pension, Retirement, Annuity, and Other Income (RESP) 02/11/2022
​T4RIF ​Statement of RRIF Income 02/11/2022
T4RSP ​Statement of RRSP Income 02/11/2022
​NR4 ​Statement of Amount Paid or Credited to a Non-Resident of Canada ​02/11/2022

Want to set up a direct deposit for your tax return? 

Get your tax refund sooner with direct deposit. You can set it up on ATB Personal. 

 

Need to add the CRA as a payee for your tax payment?

Here’s a step-by-step breakdown:

  1. Log in to ATB Personal.
  2. From the Accounts screen, click Pay Bills in the primary navigation.
  3. From the One-time Payment screen, click Manage Payees in the secondary navigation.
  4. On the Manage Payees screen, under Add Payee, type CRA. A drop-down menu will appear with related payee suggestions.
  5. Select CRA REVENUE [Current Tax Year] TAX RETURN PERSONAL (e.g. CRA REVENUE 2021 TAX RETURN PERSONAL).
  6. Click Next.
  7. On the Add Payee screen, enter your Social Insurance Number (SIN) for Account Number.
    • You can change the automatically generated Payee Nickname if you'd like.
  8. Click Next.
  9. Review and verify the payee details, then click Submit to create the payee.
  10. If you’ve enrolled in two-factor authentication, you may be asked to verify your identity.
  11. Then follow the steps to pay a bill in order to submit your payment to the CRA.
  12. You're all done!

Are you already using our new ATB Personal web? Here’s how to add a payee on ATB Personal.

 

Save 20% on Turbo Tax 

ATB has teamed up with TurboTax to offer you a discount on a budget-friendly way to complete your taxes. The TurboTax online tax preparation tool guides you step-by-step through the process to maximize your refund or minimize your taxes due. 

 

If you have any questions, reach out to our Client Care team.

Need help?

Our Client Care team will be happy to assist.

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