Digital VaultBranded vaults on web, iOS and AndroidVault Insights AIAsk any vault a questionIntelligent Document ProcessingExtract and act on document dataDocument LakeOne governed home for every documentBulk Document Distribution350,000 files an hourSecure Document ExchangeNo more email attachmentsOnboarding & Account OpeningCollect, sign, fileFutureVault MCPNEWYour AI tools, governedSecurity & TrustSOC 2 Type II, encrypted end to endPlatform overview →
BY INDUSTRY
Wealth ManagementRIAsFINRA Broker-DealersCIRO Investment DealersBanksCredit UnionsInsuranceFamily OfficesAsset & Fund ManagersBY USE CASE
Custodial statement deliveryTax season deliveryClient onboardingAdvisor transitionsCompliance & audit readinessDocument governanceEstate planningDocument intelligenceAdvisor lead generationPricing
Book a demo
SOC 2 Type II • 1M+ client vaults • 50+ enterprise partners
TAX SLIPS, CANADAWhat it is
The T5 slip, explained.
Reports investment income such as interest, dividends and certain foreign income earned in non-registered accounts. Quebec residents also receive a Relevé 3.
Key fields
What Intelligent Document Processing extracts
Recipient name and account numberInterest from Canadian sourcesEligible and other dividendsForeign incomeForeign tax paidPayer nameTax year
How IDP works With FutureVault
How FutureVault handles the T5 slip.
Delivered at scaleBulk-deliver every T5 slip to the right client or partner firm vault, with a delivery record for each file.
Extracted on arrivalIntelligent Document Processing reads each T5 slip and captures its key fields, ready for your systems.
Corrections on recordAmended slips replace the originals in the vault, with both versions kept on record.
Related documents
FAQ
T5 slip questions, answered.
When is the T5 slip due?
By the last day of February. If a deadline falls on a weekend or public holiday, it moves to the next business day.
Can FutureVault extract data from the T5 slip?
Yes. Intelligent Document Processing reads the T5 slip and captures fields such as recipient name and account number, interest from canadian sources, eligible and other dividends, with a confidence score on every field and human review for anything uncertain.
How does FutureVault handle the T5 slip?
Bulk-deliver every t5 slip to the right client or partner firm vault, with a delivery record for each file. Intelligent Document Processing reads each T5 slip and captures its key fields, ready for your systems.