Completing the T5 Summary

Before you complete the T5 Summary, see the information in Filing methods. We can process your T5 information return more efficiently if you follow those instructions.

Do not include amounts on the T5 Summary for which you have not prepared a T5 slip.

Information return for the year ended December 31

Enter the four digits of the calendar year to which the information return relates.

Program account number

Enter the 15 characters of your program account number in this area.

The program account number consists of three parts:

  • The nine digit BN number identifies the business
  • The two letter program identifier identifies the type of program account, in this case, "RZ"
  • The four digit reference number identifies each account in a program that a business may have

Please note, in order to create or maintain account numbers, you must be authorized to do so.

Additional T5 Summary

Use this box if you are preparing more than one T5 information return and the returns are:

  • for the same filer with the same account number
  • for the same year

Enter a “✔” in this box on the T5 Summary for the second return and on each following T5 Summary as described above.

Name and address of filer or nominee (four lines)

Enter the name of the filer or nominee, and the full address of the branch or office filing the T5 Summary. Use the two letter code for the province or territory. For more information, see Provincial and territorial codes.

Have you filed a T5 information return before?

If you have sent us a T5 information return in a previous year, enter a “✔” in the "Yes" box.

If this is the first year you are sending us a T5 information return, enter a “✔” in the "No" box.

Language

Enter a “✔” in the appropriate box. Any future correspondence and information we send you will be in the language you choose.

Line 10 – Actual amount of dividends other than eligible dividends

Enter the total from box 10 on all T5 slips.

Line 11 – Taxable amount of dividends other than eligible dividends

Enter the total from box 11 on all T5 slips.

Line 12 – Dividend tax credit for dividends other than eligible dividends

Enter the total from box 12 on all T5 slips.

Line 13 – Interest from Canadian sources

Enter the total from box 13 on all T5 slips.

Line 14 – Other income from Canadian sources

Enter the total from box 14 on all T5 slips.

Line 15 – Foreign income

Enter the total from box 15 on all T5 slips. You have to report this amount in Canadian currency. If you cannot report the amount in Canadian currency, see the instructions for Box 27 – Foreign currency.

Line 16 – Foreign tax paid

Enter the total from box 16 on all T5 slips. You have to report this amount in Canadian currency. If you cannot report the amount in Canadian currency, see the instructions for Box 27 – Foreign currency.

Line 17 – Royalties from Canadian sources

Enter the total from box 17 on all T5 slips.

Line 18 – Capital gains dividends

Enter the total from box 18 on all T5 slips.

Line 19 - Accrued income: Annuities

Enter the total from box 19 on all T5 slips.

Line 24 – Actual amount of eligible dividends

Enter the total from box 24 on all T5 slips.

Line 25 - Taxable amount of eligible dividends

Enter the total from box 25 on all T5 slips.

Line 26 – Dividend tax credit for eligible dividends

Enter the total from box 26 on all T5 slips.

Line 31 – Total number of T5 slips filed

Enter the total number of T5 slips you are filing with the T5 Summary. Do not include in this total any slips you marked as being void or that you left blank.

Unclaimed amounts later paid out

We require special reporting when you have been holding an unclaimed amount and you finally identified the rightful owner and paid out the amount. A separate information return is required to report these amounts. For information on how to complete the T5 Summary and T5 slips to report unclaimed amounts you later paid out, see Unclaimed amounts: Dividends or interest.

Line 32 – Unclaimed amounts: Dividends and interest

Enter the total of the amounts you identified as unclaimed dividends or unclaimed interest later paid out. These amounts are included in box 10, 13, or 24 of the T5 slips that you identified as "UNCLAIMED DIVIDEND ACCOUNT" or "UNCLAIMED INTEREST ACCOUNT."

Line 33 – Tax deducted from unclaimed amounts

Enter the total amount of tax deducted shown on the T5 slips you identified as "UNCLAIMED DIVIDEND ACCOUNT" or "UNCLAIMED INTEREST ACCOUNT." The amount of tax deducted is shown on the T5 slip, directly below the recipient's postal code.

Lines 41 and 42 – Contact person

Enter the name and telephone number of a person who can answer any questions we may have about this T5 information return.

Certification

A person with signing authority must sign and date the information return in this area of the T5 Summary.

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