Reminder: 2023 list of medical and dental care expenses is now available

The beginning of the new year means tax time is here. Soon, your plan members will be gathering all the documents they need to complete their 2023 income tax returns.

A task made easier
Like every year, iA Financial Group has made a list of medical and dental expenses incurred in 2023 available in My Client Space and iA Mobile. This list makes things easy for your plan members in preparing their income tax returns.

My Client Space: In the Documents section of the Overview, under 2023 Tax return
iA Mobile: In the Documents section of the homepage, under Expense list – Tax return

If you wish, you can inform your plan members that the expense list is now available by sending them this communication. A banner announcing this list will also be added on the My Client Space overview page.

See the French version of the communication.