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TAX SLIPS, CANADA

T5008 slip
Statement of Securities Transactions

Reports the dispositions of securities during the year, such as sales and redemptions, often alongside a trading summary that shows cost and gain or loss detail.

What it is

The T5008 slip, explained.

Reports the dispositions of securities during the year, such as sales and redemptions, often alongside a trading summary that shows cost and gain or loss detail. Quebec residents also receive a Relevé 18.

Key fields

What Intelligent Document Processing extracts

Recipient name and account numberSecurity descriptionQuantityProceeds of dispositionCost or book valueSettlement dateTax year
How IDP works
With FutureVault

How FutureVault handles the T5008 slip.

Delivered at scaleBulk-deliver every T5008 slip to the right client or partner firm vault, with a delivery record for each file.
Extracted on arrivalIntelligent Document Processing reads each T5008 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
T5 slipStatement of Investment IncomeT3 slipStatement of Trust Income Allocations and DesignationsRelevé slipsQuebec tax slips (RL-3, RL-15, RL-16 and RL-18)
Where it fits
Tax season deliveryBulk Document DistributionIntelligent Document Processing
FAQ

T5008 slip questions, answered.

When is the T5008 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 T5008 slip?

Yes. Intelligent Document Processing reads the T5008 slip and captures fields such as recipient name and account number, security description, quantity, with a confidence score on every field and human review for anything uncertain.

How does FutureVault handle the T5008 slip?

Bulk-deliver every t5008 slip to the right client or partner firm vault, with a delivery record for each file. Intelligent Document Processing reads each T5008 slip and captures its key fields, ready for your systems.

Every T5008 slip, in the right vault.
Automatically.

See how FutureVault delivers, collects and understands the documents your firm works with.

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