Detailed instructions

Tips for completing T5008 slips

• Complete the T5008 slips clearly and in alphabetical order.
• Use a standard 10 or 12 character per inch font if typed or computer-generated.
• Report, in dollars only, all amounts you paid during the year.
• You should report all amounts in Canadian currency, unless the transaction meets the requirements explained in Foreign currency reporting. For more details, see Box 13 – Foreign currency.
• Do not enter hyphens or dashes between numbers or names.
• Do not enter the dollar sign ($).
• Do not show negative dollar amounts on slips; to make changes to previous years, send us amended slips for the years in question.
• If you do not have to enter an amount in a box, do not enter "nil" – leave the box blank.
• Do not change the headings of any of the boxes.

Joint ownership

Complete only one T5008 slip to report a transaction even if more than one person owns the securities. Include the names of the joint owners on lines 1 and 2 of the recipient area of the T5008 slip.

Aggregate reporting

You can report more than one transaction involving identical securities for the same client by totalling the amounts and showing them as one transaction. Examples of identical securities are: units of the same mutual fund, all commodity futures, or the same class of stock of the same corporation.

To get detailed instructions, choose one of the box numbers on the following list:

• Box 10 – Report code
• Box 11 – Recipient type
• Box 12 – Recipient identification number
• Box 13 – Foreign currency
• Box 14 – Date (MMDD)
• Box 15 – Type code of securities
• Box 16 – Quantity of securities
• Box 17 – Identification of securities
• Box 18 – ISIN/CUSIP number
• Box 19 – Face amount
• Box 20 – Cost or book value
• Box 21 – Proceeds of disposition or settlement amount
• Boxes 22, 23, and 24 – Securities received on settlement

Date modified:

2016-01-07