Get Canada T5 Summary 2021-2026

Filling out the Canada T5 Summary is an essential step for reporting investment income. This guide provides clear, step-by-step instructions to ensure users can complete the form accurately and efficiently.

Follow the steps to complete your Canada T5 Summary online.

1. Press the ‘Get Form’ button to obtain the Canada T5 Summary form and open it for editing.
2. Enter the year for which you are filing the T5 Summary. This is typically the calendar year ending on December 31.
3. Provide the program account number in the designated field. If this is an additional T5 Summary, indicate 'M' in the appropriate box.
4. Fill in the name of the filer or nominee, along with the address of the branch or office submitting the T5 Summary. Ensure all components, including city, province/territory, and postal code, are accurately entered.
5. Indicate whether you have filed a T5 information return before by selecting 'Yes' or 'No' in the corresponding section.
6. Choose your preferred language for correspondence, selecting either English or French.
7. Report the totals from the T5 slips. Complete the relevant fields for dividends, interest, other income, and any foreign income as applicable. Be sure to refer to the T5 slips issued.
8. If you have completed the reporting of income, move on to the certification section. Sign and date the form in the designated areas.
9. In the event that you are filling out this form electronically, note that no further action is required for the summary itself.
10. Once all fields are completed, save your changes. You may also download, print, or prepare to share the T5 Summary.

Complete your Canada T5 Summary online today!