You can view or download the T5 form for your Neo Money™ accounts (including Neo Everyday and Neo High-Interest Savings accounts). Go to Money, select your account, and then select T5 slips by selecting the three dots (on the Neo app) or by scrolling down (on the website).
If you have earned at least $50 in interest during the tax year, you’ll receive a T5 form.
How to find the T5 form for your Neo Money™
To find T5 form for your Neo Everyday account or Neo High-Interest Savings account, go to Money, select your account, and choose the T5 slips. If you earned less than $50 in interest during the tax year, you will not receive a T5 form for your Neo Money™ accounts (including Neo Everyday and Neo High-Interest Savings accounts).
Neo app
- Log in to the Neo app
- In the Accounts, select Money
- Tap Details and select T5 slips
Web
- Log in to member.neofinancial.com
- Click on Money from the left-side menu
- Scroll down and click on T5 Slips
If you have a personal investment account (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.
Do you need to report T5 form in your taxes?
You may need to report interest gains (found on the T5 form) to the CRA (Canada Revenue Agency). Consult a tax professional for your tax implications.