T5 slips (investment income)

Dividends & interest paid: T5 client form

If your corporation paid dividends to shareholders, or paid interest to anyone, it must give each person a T5 slip and file a T5 Summary with the CRA. For 2026 payments, that's due by March 1, 2027. Tell us who was paid and how much, and we'll prepare and file everything.

For your security, this form asks for only the last 3 digits of each recipient's Social Insurance Number. We'll collect full SINs by phone or in person before filing.

1 Who paid the income

Payer's legal name * Business Number (9 digits) T5 account number (if you have one) Calendar year of the payments Filed T5 slips before? Payer's address

Your contact details

First name * Last name * Your role Email * Phone

2 Who received it

Add one entry for each person or company that received dividends or interest. Use the actual amounts paid.

3 Dividend details

Skip this section if only interest was paid.

Were dividends declared by a directors' resolution? Date of the resolution How were they paid? Do you know which dividends are eligible? Does Calcitax also prepare the corporation's T2? Corporation's fiscal year-end

4 Anything else