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 March 23 giving them two tools they can use to inform plan members that their list of expenses is available:

• A leaflet (French version)
• An email (French version)

Read the French version of this communiqué.