Fill Out CRA Form T5008 Online
Statement of Securities Transactions
Canada Revenue Agency
Slip used to report purchases and sales of securities such as stocks and bonds during the tax year.
Reviewed July 2026
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CRA Form T5008, Statement of Securities Transactions, is the slip that reports purchases and sales of securities such as shares, bonds, mutual fund units, and similar instruments. Brokers, investment dealers, and other traders issue it to their clients and file copies with the CRA, and investors use it to report capital gains or losses on their tax return.
If you need to prepare or complete a T5008, you can open the slip in the Universal PDF editor, fill in the boxes on screen, and download the completed PDF. That is useful for issuers preparing slips as well as for anyone who needs a clean, legible copy for their records.
What is the T5008 used for
The slip documents dispositions of securities during the calendar year. For most individual investors it is the paper trail behind the capital gains and losses reported on Schedule 3 of the income tax and benefit return. For people who trade as a business, the amounts feed into business income instead.
Key boxes include the quantity of securities, a description of what was sold, the cost or book value, and the proceeds of disposition. Many brokerages now combine the slip with an account statement, but the box numbers and their meaning stay the same.
Who files the T5008
Traders and dealers in securities, and certain other persons who buy and sell securities on behalf of others, must file T5008 slips with the CRA and give copies to the people whose transactions they report. Most individual investors never prepare one themselves; they receive it from their brokerage early in the year.
As an investor, you do not file the slip itself with your return. You use the information on it to complete Schedule 3, and you keep the slip in case the CRA asks for it.
How to fill out a T5008
If you are an issuer completing slips, the main boxes to get right are:
- Recipient and filer identification: the investor's name, address, and identification number, plus the filer's information.
- Box 16, quantity of securities: how many units or shares were disposed of.
- Box 17, identification of securities: a description such as the ticker or security name.
- Box 20, cost or book value: the amount the filer has on record. This figure is not always the investor's true adjusted cost base, so investors should verify it against their own records.
- Box 21, proceeds of disposition: the gross amount received on the sale.
Reporting T5008 amounts on your return
Transfer the proceeds and your verified adjusted cost base to Schedule 3 to calculate the capital gain or loss for each disposition. Take particular care with box 20: if you transferred securities between institutions, participated in reinvestment plans, or bought the same security in multiple accounts, the book value on the slip may not reflect your actual cost. Using the wrong cost figure is one of the most common errors on investment income reporting, so reconcile the slip with your own records or consider asking a tax professional for help.
Frequently asked questions
No. You report the dispositions on Schedule 3 of your return and keep the slips for your records. If you file on paper, follow the return's instructions on which documents to include.
Not necessarily. Box 20 shows the cost or book value the filer has on record, which can be missing or incomplete. You are responsible for calculating your correct adjusted cost base before reporting a gain or loss.
A transfer between accounts you own in the same capacity is generally not a disposition. If a slip was issued in error or reflects a non-taxable event, verify with your brokerage before reporting it as a sale.
Report the loss on Schedule 3. Capital losses generally offset capital gains, and unused losses can typically be carried to other years within the rules set by the CRA. Watch the superficial loss rules if you repurchased the same security shortly before or after the sale.
Issuers generally must file and distribute slips early in the year following the transactions, commonly by the end of February. Check with your brokerage if you have not received an expected slip by tax time.
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