Fill Out CRA Form T5 Online
Statement of Investment Income
Canada Revenue Agency
Slip used to report investment income such as interest and dividends paid to Canadian residents.
Reviewed July 2026
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The T5, Statement of Investment Income, is the slip banks, corporations, and other payers use to report investment income paid to Canadian residents, such as interest, dividends from taxable Canadian corporations, and certain royalties. The payer files the slip with the Canada Revenue Agency and sends a copy to the investor, who reports the amounts on their T1 return. Most individuals receive T5 slips rather than prepare them.
If you are a corporation or other payer that needs to issue T5 slips, you can open the form in the Universal PDF editor, complete the recipient details and income boxes on screen, and download the finished PDF. Investors can also use the editor to annotate or organize copies for their records.
What is the T5 used for
The T5 reports investment income for a calendar year. The main categories are interest from bank accounts, GICs, and bonds, dividends from taxable Canadian corporations, and certain foreign income and royalties. Dividends are reported with both an actual amount and a grossed-up taxable amount, along with the related dividend tax credit, because of how Canadian dividend taxation works.
The CRA matches T5 slips against individual returns, so investors should report the taxable amounts exactly as shown. Note that a T5 does not report capital gains or losses from selling investments; dispositions of securities generally appear on a T5008 instead.
Who files the T5
Payers of investment income file T5 slips: financial institutions, corporations paying dividends, and other organizations described in the official instructions. Private corporations paying dividends to their shareholders also file T5 slips, which is why many owner-managers encounter the form.
Payers are generally not required to issue a slip when the total for a recipient is below the threshold in the official instructions, but recipients must still report the income even without a slip. T5 slips are typically due by the last day of February following the calendar year.
How to fill out the T5
For payers preparing slips, the frequently used boxes are:
- Recipient identification: name, address, and social insurance number or business number, plus the recipient type code.
- Box 13: interest from Canadian sources.
- Boxes 24, 25, and 26: eligible dividends, showing the actual amount, the taxable grossed-up amount, and the dividend tax credit.
- Boxes 10, 11, and 12: dividends other than eligible dividends, with the same three-part structure.
- Box 18: capital gains dividends, where they apply.
- Boxes 15 and 16: foreign income and foreign tax paid, where they apply.
- Payer identification: the filer's name and account number, entered as the official guide directs.
Where to send it
Payers file T5 slips and the related T5 Summary with the CRA, generally electronically; the official instructions describe the filing methods and the electronic filing requirement. Copies go to recipients by the deadline. Recipients keep their slips and carry the amounts onto their return.
Frequently asked questions
Yes. Payers may not issue a slip below the reporting threshold in the official instructions, but the income is still taxable and must be reported on your return.
Canadian dividends are grossed up on the slip, and you then claim a dividend tax credit. The slip shows both figures so you can report them correctly.
No. Sales of securities are generally reported on a T5008, Statement of Securities Transactions. The T5 covers income such as interest and dividends.
The slip may be issued in more than one name, but the income is generally reported by the account holders in proportion to how much each contributed, as described in the CRA's guidance.
Payers generally must file with the CRA and send recipient copies by the last day of February following the calendar year the income was paid.
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