You can view or download the T5 form for your Neo Everyday, Neo Savings, and Neo High-Interest Savings accounts. Go to Money, select your account, and then select Tax slips.
You’ll receive a T5 form for any Neo Everyday, Neo Savings, and Neo High-Interest Savings accounts you have. Tax forms are issued in February for the previous tax year. If you live in Quebec, you'll also receive an RL-3 form.
Find your Neo tax slips
To find the tax slips for your Neo Everyday, Neo Savings, or Neo High-Interest Savings accounts, go to Money and choose an account. Then select Tax slips to download the T5 statement and RL-3 statement (if you live in Quebec).
Neo app
Log in to the Neo app
Go to the Accounts tab and select your account
Tap Manage (in the top right corner)
Select Tax slips
Web
Log in to member.neofinancial.com
Click on Money from the left-side menu
Choose an account
Scroll down and click on Tax Slips
Note: If you have a personal investment account with Neo Invest, you may receive a T5 form if you have earned at least $50 in interest. View or download the tax slips for your Neo Invest™ account.
Frequently asked questions about tax slips
Why can’t I find my tax forms for my Neo accounts?
Why can’t I find my tax forms for my Neo accounts?
If you can’t find your tax forms (T5 forms and a RL-3 form for Quebec residents) for your Neo accounts, the forms may not be available yet. Tax slips will be available in February.
How do I access my tax forms after my account is closed?
How do I access my tax forms after my account is closed?
You can get the tax forms for closed accounts by viewing your closed account in the Neo app or website.
In the Neo app, go to your Profile and select Closed accounts. On the Neo website, select Money from the menu and click Show closed accounts. You can then select a closed account.
Do I need to report T5 or RL-3 form in my taxes?
Do I need to report T5 or RL-3 form in my taxes?
You may need to report interest found on T5 forms to the Canada Revenue Agency (CRA). If you’re a Quebec resident, you may also report interest on the RL-3 form to Revenu Québec.
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