A T5 tax slip (Statement of Investment Income) is used to report taxable interest income earned. This tax form is issued for Neo Money™ accounts, including Neo Everyday account and Neo High-Interest Savings accounts, and some Neo Invest™ accounts if you’ve earned interest.
Find your T5 slips
Neo will email you when your T5 slips are available. You can then find your T5 slips in your account.
Neo Money™ tax slips
Go to your Neo Money™ accounts (including Neo Everyday account and Neo High-Interest Savings account) and select your account to view your T5 slips. Here’s more information about finding your Neo Everyday T5 slips.
Neo High-Interest Savings tax slips
Go to your Neo Money™ accounts (including Neo Everyday account and Neo High-Interest Savings account) to view your T5 slips. Here’s more information about finding your Neo HISA T5 slips.
Neo Invest™ tax slips
Go to your Neo Invest™ account to view your T5 slips. Here’s more information about finding your Neo Invest™ T5 slips.
T5 slips will be available every year by the end of February. You’ll be notified when your T5 slips are available.
Information in T5 slips
T5 tax slips are used to report any earnings from interest when you’re filing your taxes. The forms will be issued for savings accounts (Neo Everyday and Neo HISA accounts) and investment accounts if the goal is a personal account.
Any interest earned will be entered in box 13.
Sample T5 slip
Here’s a sample of what a T5 slip looks like: