T5008 Summary

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https://www.canada.ca/en/revenue-agency/services/tax/businesses/topics/completing-slips-summaries/financial-slips-summaries/return-securities-transactions-t5008/t5008-summary.html

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T5008 Summary

Use this form to total all the proceeds of disposition or settlement amounts you report on the related T5008 slips.

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Completing the T5008 Summary

You have to complete a T5008 Summary if you prepare one or more T5008 slips.


Note


An address change cannot be done using the T5008 Summary. To update an address online, go to:

If you are not yet registered for the CRA’s online services, you must change your address by contacting the appropriate tax centre.

  • Addresses of tax centres

    Traders or dealers served by a tax services office on the left side of the following list should deal with the corresponding tax centre or office on the right.

    British Columbia, New Brunswick, Newfoundland and Labrador, Nova Scotia, Prince Edward Island, Nunavut, Yukon, Belleville, Chicoutimi, Hamilton, Kingston, Kitchener/Waterloo, Laval, Montréal, Montérégie-Rive-Sud, Ottawa, Outaouais, Peterborough, Québec, Regina, Rimouski, Rouyn-Noranda, Sherbrooke, St. Catharines, Sudbury (North-Eastern Ontario only*), and Trois-Rivières Prince Edward Island Tax Centre
    275 Pope Road
    Summerside PE C1N 6A2
    Toronto Centre, Toronto East, Toronto North, Toronto West, and Sudbury (Sudbury/Nickel Belt only**) Sudbury Tax Centre
    Post Office Box 20000, Station A
    Sudbury ON P3A 5C1
    Alberta, Manitoba, Northwest Territories, London, Saskatoon, Thunder Bay, and Windsor Winnipeg Tax Centre
    66 Stapon Road
    Winnipeg MB R3C 3M2

    * Northeastern Ontario includes all areas outside Sudbury/Nickel Belt that are served by the Sudbury Tax Services Office.

    ** The Sudbury/Nickel Belt area includes all postal codes beginning with P3A, P3B, P3C, P3E, P3G, P3L, P3N, P3P, and P3Y, as well as postal codes beginning with P0M and ending with 1A0, 1B0, 1C0, 1E0, 1H0, 1J0, 1K0, 1L0, 1M0, 1N0, 1P0, 1R0, 1S0, 1T0, 1V0, 1W0, 1Y0, 2C0, 2E0, 2M0, 2R0, 2S0, 2X0, 2Y0, 3A0, 3B0, 3C0, 3E0, and 3H0.

Before you complete the T5008 Summary, see the information in Filing methods. We can process your T5008 information return more efficiently if you follow those instructions.

Do not include amounts on the T5008 Summary for which you have not prepared a T5008 slip.

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  • Information return for the year ended December 31

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

  • Account number

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

    The account number consists of three parts:

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

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

  • Additional T5008 Summary

    If this is an additional T5008 Summary, enter a “✔” in the appropriate box.

    You have to file an additional T5008 Summary if you file additional T5008 slips. Include only original T5008 slips with report code "O". For more information, see Amending, cancelling, adding, or replacing slips.

  • Name and address of trader or dealer filing this T5008 Summary

    Enter the name and the full mailing address of the person required to complete the information return. To determine whether or not you have to file a T5008 information return, see Who has to file a T5008 information return.

  • Language

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

  • Box 21 – Total proceeds of disposition or settlement amount

    Enter the total proceeds of disposition from box 21 of all the T5008 slips you are filing with this T5008 Summary.

  • Box 40 – Number of T5008 slips you have filed

    Enter the total number of T5008 slips you are filing with the T5008 Summary. Do not include in this total any T5008 slips you marked "VOID" or that you left blank.

  • Is this T5008 Summary for an unclaimed proceeds of disposition account

    Enter a “✔” in the "Yes" box if this is a separate T5008 Summary to report a payment of previously unclaimed proceeds of disposition. If not, enter a “✔” in the "No" box. For more information, see Unclaimed proceeds of disposition.

  • Box 41 – Contact person

    Enter the name of a person who can answer any questions we may have about this T5008 information return.

  • Box 42 – Telephone number

    Enter the telephone number of the contact person.

  • Certification

    A person with signing authority has to sign and date the information return in this area of the T5008 Summary.

Filing the T5008 Summary

You can file your T5008 Summary by Internet file transfer. For more information, see Filing methods.

If you filed on paper, send the completed T5008 Summary, along with the related T5008 slips to:

T5008 Program
Jonquière Tax Centre
Post Office Box 1300 LCD Jonquière
Jonquière QC G7S 0L5

You must send these on or before the last day of February following the calendar year to which the T5008 information return relates.

When a business or activity ends, you have to send the T5008 Summary and the related T5008 slips no later than 30 days after the date the business or activity ended.

You may want to keep a working copy of the T5008 Summary for your records.

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Date modified:
2018-01-11