Helping your clients get ready for tax time

man and woman sitting on laptop

We will shortly be contacting your TAL and Asteron clients with information on when and how they’ll receive their Income Protection summaries: 

  • TAL client summaries will be either mailed or emailed to them by 27 July. 
  • Asteron client summaries will be mailed to them by 9 August

TAL Clients: 

To support conversations with your TAL clients’ regarding tax time, a copy of their IP Summaries will be available for you to access on the TAL Adviser Centre by 27 July. 

Here is how to download a copy of your TAL client’s summary once logged in to TAC: 

  1. Click the Search button at the top-right
  2. Enter a Policy Number or search using the Policy Filter
  3. Select the + icon beside client name
  4. Click the View Policy link, to present the Policy Details page
  5. Click the view Correspondence button to view the correspondence archive. Your client’s Income Protection Summary will be available for download.

tal generic policy record

tal generic view correspondence

ASTERON Clients:

Asteron client Income Protection Summaries can be requested in the TAL Adviser Centre by 9 August.

Here is how to request a copy of your Asteron clients’ summary once logged in to TAC: 

  1. Click the Search button at the top-right
  2. Enter a Policy Number or search using the Policy Filter
  3. Select the + icon beside client name
  4. Click the View Policy link, to present the Policy Details page
  5. Click the ‘Request Policy Documents’ button
  6. Click the ‘Tax Document’ option and delivery preference to make your request (please allow 3 – 5 business days).

man and woman sitting on laptop

man and woman sitting on laptop

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