iAtoday
Preparing a tax return involves gathering all the documents you need first—a necessary but somewhat daunting task.
A list of expenses to ease the burden
At the start of each year, we post a list in My Client Space and iA Mobile of all medical and dental expenses that plan members claimed in the previous year.
The list gives them a summary of their expenses without the effort of having to search for all their receipts. One less headache!
Communiqué to administrators
In an ongoing effort to support plan administrators in their day-to-day work, we will be sending a communiqué on January 26 giving them two tools they can use to inform plan members that their list of expenses is available:

An email (French version)
Read the French version of this communiqué.
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We help you get ahead by offering your clients innovative solutions focused on total wellbeing that meet their constantly evolving needs. We combine our expertise with yours to create a simplified, personal client experience that puts listening, trust and technology at the heart of everything we do. |
Also in this issue
- 2025 in review | An overview of the year to support your business development
- Insights | A year of inspiring reflections to turn ideas into action
- Government programs | Overview of the 2026 parameters
- iA Financial Group supports the IUCPQ Foundation to transform obesity management
- British Columbia | New guide from the BC Financial Services Authority
- Group FHSA | Powering financial wellbeing
- Digital tools | Win $5,000 to start the year off right!
- Group RRSP, TFSA and FHSA | Save to Win $5,000 contest
- Contribution processing deadlines for the 2025 tax year
- HALEO | New partnership to support quality sleep
- Ozempic and Wegovy generics are coming: what does this mean for plans?