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- Click ‘Get Form’ to open it in the editor.
- Begin by entering the year for which you are reporting investment income in the designated field.
- Fill in your program account number, and if applicable, indicate if this is an additional T5 Summary by entering 'M'.
- Provide your name and address details in the specified fields, ensuring accuracy for correspondence.
- Answer whether you have filed a T5 information return before by selecting 'Yes' or 'No'.
- Complete the T5 slip totals section by entering amounts for dividends, interest, and other income as required.
- Certify the information provided by signing in the designated area and including your position or office title.
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