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When Does RBC Send Out Tax Documents? Find Out Here!

Getting your financial paperwork together is often a tedious process, especially when it comes down to taxes. As a customer of the Royal Bank of Canada (RBC), you may be wondering when you can expect your tax documents. In this article, we will discuss the avenues through which RBC sends out their tax documents - Online Banking, the Mobile App, and Customer Service - making it easier for you to prepare for tax season.

Online Banking

RBC typically sends out tax documents to its customers through their Online Banking portal at the beginning of the year. However, the specific release dates can vary from late January to mid-February, depending on the type of tax document.

Once RBC has issued your tax document, it will be available for download on your Online Banking account. To access this feature, log into your Online Banking account, navigate to the 'Account Details' page, choose the account for which you need the document, and click on 'Tax Documents'. Here, you can view and download your tax documents for up to seven years.

To ensure you are notified when your tax documents are available, check your account notification settings and update it to include tax document alerts. This will help you stay on top of your tax game and avoid any last-minute panic.

RBC Mobile App

For those who prefer managing their banking affairs on the go, RBC provides the same services on the RBC Mobile App. Similar to the Online Banking platform, RBC typically makes your tax documents available on the app between late January and mid-February.

To access your tax documents through the Mobile App, log into your RBC account, navigate to the "More" tab, select "Document Centre", and tap on "Tax Documents". The user-friendly interface of the app makes it easy to access, view, and download your tax documents directly onto your device.

On the RBC Mobile App, you can also set up notifications to alert you when new tax documents are available. To activate this feature, go to "Settings," navigate to "Alerts," and follow the instructions to set up tax document notifications.

Calling Customer Service

If you have trouble accessing your tax documents through the Online Banking platform or Mobile App, or you simply prefer human interaction, you can call RBC's customer service line.

RBC's customer service representatives are available 24/7 to assist with your banking needs. When you call, be prepared to provide your personal details for identity verification. Once verified, the representative will be able to provide information about the availability of your tax documents and can guide you through the process of accessing them online or send it to you by mail.

Remember, RBC aims to make tax season as smooth as possible for its customers by providing multiple ways to obtain tax documents. By keeping yourself informed and utilizing these services, you can get ahead of the tax-filing curve and avoid last-minute tax stress.