Tax Reporting

TD Waterhouse issues consolidated income tax slips and trading summaries after year end. Clients may select either mail or electronic delivery.

Each year WDS provides two additional tax reports to our clients:

• Account Realized Gain and Loss Report
• Income Tax Receipt for portfolio management fees

WDS's in-house portfolio management system maintains detailed tax cost records (in tax language adjusted cost base) for our clients' individual securities. This allows us to regularly monitor the status of unrealized gains (or losses) in our clients' accounts.

WDS supplies a tax receipt for eligible, tax-deductible portfolio management fees paid in the year.

With permission, WDS can exchange tax information directly with your income tax preparer to ensure timely, complete and accurate data.