An electronic copy of your personal Statement of Investment Income (T5) is available through your online banking accessed through your desktop. This is a duplicate copy of your T5 tax receipt and the original copy will be mailed to you (view mailing dates here) – both are eligible to be used for your tax filing purposes.
Under the ‘My Accounts’ list in the left hand column, click ‘View e-Documents’
Under the ‘Documents’ listing, locate your T5 and click the related link
Reference the warning and click the ‘Continue’ button
*This will prompt an option at the bottom of your browser to open or save the document. Select the appropriate option. The PDF may also download and open automatically in your internet browser depending on how it is configured
View, print or save your T5 as required.
Why do I have multiple T5s for the same year?
A T5 is issued for the following:
Solely owned relationships if interested earned is $50+
Joint relationships if interest earned is $50+
If members have more than one joint relationship, they will receive one T5 for each joint relationship where there is a difference in the primary relationship holder
What do I do if there are errors on my T5 or I did not receive one?