Get T5 Summary

The T5 Summary is a crucial document for reporting investment income. This guide provides clear, step-by-step instructions to help users accurately complete the T5 Summary online, ensuring compliance with tax requirements.

Follow the steps to fill out the T5 Summary online efficiently.

1. Press the 'Get Form' button to access the T5 Summary form and open it in your digital document management system.
2. Fill in the year for which the information return is being submitted, ensuring it corresponds with the year ending December 31.
3. Enter the account number associated with the T5 Summary in the designated field.
4. If this is an additional T5 Summary, mark the box with an 'X' as instructed.
5. Provide the name of the filer or nominee along with the address of the branch or office filing this form.
6. Indicate whether you have filed a T5 information return before by selecting 'Yes' or 'No'.
7. Complete the T5 slip totals section, including only the amounts for which a T5 slip has been issued.
8. Fill in the actual amounts and taxable amounts for dividends, interest, and other income from Canadian sources as required.
9. Enter any foreign tax paid and any amounts related to royalties or capital gains dividends.
10. Include the total number of T5 slips filed in the specified area.
11. Provide contact information for a person the tax authorities can reach out to regarding this information return.
12. Certify the information by signing the form, including the position or office of the authorized person and the date.
13. Review the completed form for accuracy, then save changes. You can choose to download, print, or share the T5 Summary as needed.

Start filling out your T5 Summary online to ensure timely and accurate filing.