Sign in to the secure site GRS member site; Select Info centre. Under 'View your Portfolio' click
tax receipts. This will allow you to download the preferred tax receipt from Canada Life.
Tax receipts for contributions made to the Group Retirement Savings Plan will be issued twice a year and sent directly to your home address. Receipts are issued every:
•January (covers contributions made in March to December of the previous year)
•March (covers contributions made during the first 60 days of the current year)
A tax deduction for contributions made during the first 60 days of the current calendar year may be claimed on either your current or previous year’s income tax return.
The CRA requires you to attach a copy of the appropriate receipt to your income tax return in order to support your claim for deductions. If you make contributions during the first 60 days of a calendar year and you don’t claim them as a deduction on your tax return for the previous calendar year, you’re still required to notify the CRA of these contributions.
The CRA includes instructions on how to report contributions, along with the appropriate forms, in the income tax package they send to you.
For information about your account, you can call Canada Life at 1-800-724-3402 to speak with a bilingual client service representative. Client service representatives are available weekdays between 8 a.m. and 8 p.m., ET. Call Canada Life