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 Tax slips.
You’ll receive a T5 form for any Neo Everyday 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.
We're aware of a discrepancy with some 2024 T5 slips available through the CRA website. Neo is working with the CRA and they're updating their systems. Please file with the T5 slips available through the Neo app and website.
Find your Neo Money tax slips
To find the tax slips for your Neo Everyday account or Neo High-Interest Savings account, 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 Accounts and select the Money tab
- Choose an account
- Tap Details and select View 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
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.
2024 T5 forms for the Neo Everyday account
If you have had a Neo Everyday account since 2024, you may receive two T5 forms to cover the entire 2024 year. Use all tax forms (T5 forms and an RL-3 form if you're in Quebec) to report your interest to the Canada Revenue Agency (CRA) and Revenu Québec.
Discrepancy with 2023 T5 slips on the CRA website
We're aware of a discrepancy regarding the availability of 2023 T5 slips on the Canada Revenue Agency (CRA) website. Some 2023 T5 slips on the CRA website have been incorrectly labelled as "2024". If your T5 slip was impacted, we'll email you with updates.
Neo is working with the CRA to resolve this discrepancy. The CRA will have the correct information by the time they begin reviewing filings (after the tax deadline). Any discrepancies will be updated on the CRA website.
The correct T5 slips are available in the Neo app and website. Please use the tax slips available in your Neo account. If you’re using tax software that pulls directly from the CRA, it’s always a good idea to double-check the information with the tax slips.
Frequently asked questions about tax slips
Why can’t I find my tax forms for your Neo Money account?
If you can’t find your tax forms (T5 forms and a RL-3 form for Quebec residents) for your Neo Money 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?
To access your tax forms for a closed account, go to Money, select your closed account, and then select Tax slips.
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.