Completing the T5008 Summary

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

Completing the T5008 Summary

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.

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 business number (BN), the program identifier and the reference number.

• The nine-digit BN identifies the business;
• The two-letter Program Identifier identifies the type of BN account, in this case, "RZ"; and
• The four-digit reference number identifies each 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 an "X".

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 an "X" 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. Don't include in this total any slips you marked "VOID" or that you left blank.

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

Enter an "X" in the "Yes" box if this is a separate T5008 Summary to report a payment of previously unclaimed proceeds of disposition. If not, enter an "X" 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.

Date modified:

2017-01-20