CCH iFirm Tax Forms 2021.20.31

T5 Summary - Return of Investment Income

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:

  1. Internet file transfer (XML)
  2. 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:

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

T5 - Statement of Investment Income

IC71-9R - Unclaimed Dividends