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How To Find Your Tax Documents in CIBC: A Comprehensive Guide

The tax season requires the careful gathering of crucial documents, including tax forms or slips from your bank. If you are a Canadian Imperial Bank of Commerce (CIBC) client, this article will help you locate these essential documents with ease. This article offers three reliable methods: through online banking, the mobile app, as well as calling customer service.

1. Accessing Tax Documents via CIBC Online Banking

Accessing tax documents via CIBC Online Banking is easy and convenient. Ensure you have your card number and password ready to log in. Here is a step-by-step guide:

• Visit the CIBC Online Banking homepage.
• Enter your card number and password in the spaces provided, then click on 'Sign On.'
• Once logged in, find and click on 'My Accounts.'
• In the dropdown menu, select 'eDocuments.'
• Here, you will find your tax documents under 'Tax Documents.'

This method is easy and you can access your documents anytime, anywhere provided you have an internet connection.

2. Locating Tax Documents on CIBC Mobile App

The CIBC Mobile Banking App brings banking convenience at your fingertips, even allowing you to access your tax documents. To do this, follow these steps:

• Download and open the CIBC Mobile Banking App on your device.
• Use your card number and password to log in.
• On the app's dashboard, click on 'More' at the bottom of the screen.
• Scroll down and select 'eDocuments.'
• Under 'eDocuments', select 'Tax Documents' where you will find your forms.

With this method, you can view and even download your tax documents straight from your smartphone or tablet. It's banking made easy, efficient, and convenient.

3. Reaching Out to CIBC Customer Service

In case you can't access your tax documents online or via the mobile app, or you require additional help, CIBC Customer Service is ready to assist. Here's how to reach out to them:

• Dial 1-800-465-2422 for English service or 1-800-465-2255 for French service.
• When prompted, select the option for 'Banking inquiries.'
• Prepare your account details as the representative will need them to access your information.
• Request for guidance on locating your tax documents.

The Customer Service route may involve waiting, especially during peak hours. However, the customer support team is trained to assist with such matters, ensuring your tax document retrieval process is smooth.

In conclusion, CIBC provides several ways for clients to access their tax documents. Whether you prefer using online banking, the mobile app, or contacting customer service directly, CIBC ensures you have the information you need for your tax preparation. Remember to store your tax documents securely after retrieving them, ready for when you need them.