2024 tax return | We help you support your plan members
News Release
List of medical expenses
The list of medical and dental expenses shows all expenses incurred in 2024 by each plan member and their dependents. Each claim is presented in detail (amount submitted, paid and excluded) for each person covered. This list, which eliminates the need for searching and calculations, makes filing tax returns much easier!
Where is this list?
- My Client Space: In the Documents section of the Overview, under 2024 Tax return
- iA Mobile: In the Documents section of the homepage, under Expense list – Tax return
Education website: Tax season information
Two articles on our education website provide useful tips and tricks for your plan members for this time of the year.
- The article Tax season | Fraud alert! can help your plan members avoid falling into certain traps.
- The article Forgetting expenses can be costly explains how to take advantage of various tax benefits.
Education website: A reference for your plan members
In addition to creating value for organizations, our education website helps your plan members better understand their group plans and benefits. This enables them to make the right choices for their total wellbeing (mental, physical and financial) on a daily basis. It can be a great reference during tax season.
We invite you to share this communication with your plan members.
Read the French version of this communication.
We support your employees at each step of their total wellbeing journey through advice and resources that best fit their needs.