Most of the fields on the T5 Summary are calculated by Taxprep Forms as you enter information on the recipients' T5 slips. However, you must complete some of the information, such as the filer identification.
The following instructions are taken from the form.
If you file your T5 information return electronically, do not complete this summary.
Mandatory electronic filing
If you file more than 50 T5 slips for a calendar year, you must file the T5 information return over the Internet.
You may choose one of the following electronic filing formats:
- Internet file transfer (XML)
- Web Forms
For more information about filing electronically, go to canada.ca/taxes-iref.
You can also file information returns online using the "File a return" at:
- My Business Account at canada.ca/my-cra-business-account, if you are the business owner
- Represent a Client at canada.ca/taxes-representatives, if you are an authorized representative or employee
Filing on paper
Fill out this form using the instructions in Guide T4015, T5 Guide – Return of Investment Income.
If you make certain payments to a non-resident of Canada, the amounts should be reported on an NR4 return. For more information, see T4061, NR4 – Non-Resident Tax Withholding, Remitting, and Reporting.
To get our forms and publications, go to canada.ca/cra-forms or call 1-800-959-5525.
Send this T5 Summary and the related T5 slips to:
T5 Program
Jonquière Tax Centre
PO Box 1300 LCD Jonquière
Jonquière QC G7S 0L5
For more details, please consult:
T4015 - T5 Guide - Return of Investment Income