The TDS will report your investment activity that has triggered a disposition in your non-registered accounts for this tax year. The TDS can be used in conjunction with your trade confirmations and month-end statements to assist in calculating capital gains or losses as a result of dispositions. The TDS is not meant to substitute for any CRA tax form as part of clients’ tax filing. The TDS will be mailed to you with your T5 package.
More Tax document information is available in our Tax Centre, and in our Tax FAQ.