--- title: Understanding Your T5 and T5013 Tax Slips description: When tax season rolls around, you might get one or more tax slips related to your investments on addy. Here’s a breakdown of the most common ones — what they mean, where to find them, and what to do if something’s missing. --- [Skip to content](https://learning.addyinvest.com/understanding-your-t5-and-t5013-tax-slips#main-content) English Show submenu for translations ![addy logo.png\]](https://learning.addyinvest.com/hs-fs/hubfs/logos%20-%20addy/addy%20logo.png?height=40&name=addy%20logo.png) Open main navigation Close main navigation - English Show submenu for translations - [Go to addyinvest.ca](https://addyinvest.ca/) [Go to addyinvest.ca](https://addyinvest.ca/?hsLang=en) Hello 👋 How can we help you? - There are no suggestions because the search field is empty. 1. [addy Help Centre](https://learning.addyinvest.com/?hsLang=en) 2. [Information for Members](https://learning.addyinvest.com/information-for-members?hsLang=en) 3. [Taxes](https://learning.addyinvest.com/information-for-members?hsLang=en#taxes) # Understanding Your T5 and T5013 Tax Slips ## When tax season rolls around, you might get one or more tax slips related to your investments on addy. Here’s a breakdown of the most common ones — what they mean, where to find them, and what to do if something’s missing. #### 📄 What’s a T5? A T5 slip reports income earned outside of registered accounts. You might get a T5 if you earned more than $50 in investment income like: - Interest from savings accounts or GICs - Dividends from Canadian corporations - Certain types of foreign investment income Not all investors will receive a T5 — it depends on how much income was generated in the tax year. --- #### 📄 What’s a T5013? The T5013 is for investors who hold units in a **limited partnership**. It’s a bit more complex than a T5 and outlines your share of: - Business income or losses - Interest income - Capital gains or losses - Foreign income - Deductions and credits Even if you didn’t receive a cash payout, if you’re a partner in a limited partnership, you might still have to report income based on what the partnership earned. The CRA taxes based on income allocations, *not* distributions. > 💡 You might owe tax even if you didn’t receive any cash. --- #### 🔍 Where to Find Your Tax Slips You can check for your slips in a few places: - Log into your addy account and head to **View Tax Documents** - Look for an email from the issuer (some send slips digitally) - Check your CRA My Account for anything filed directly with them - Contact the issuer if you think a slip is missing --- #### ✅ Do I Have to Report These? Yes — both T5 and T5013 slips report taxable income. If you receive one, it needs to be included in your personal income tax return. Not reporting a slip could lead to penalties or reassessments from the CRA. --- #### 🧾 If You’re in a Limited Partnership ### If a T5013 Was Issued If the partnership filed a return with the CRA, you’ll get a T5013 slip. It shows your share of: - Income or losses - Capital gains/losses - Foreign income - Deductions and credits You’ll need to report everything listed on the slip, even if no cash changed hands. --- ### If No T5013 Was Issued Some small partnerships aren’t required to file a T5013. In that case, you still have a tax reporting obligation. You’ll need to manually calculate your share of the income or loss using the partnership’s records (like year-end financials or an investor summary). Even without a slip, the CRA expects you to report it. --- #### ✅ Summary: What to Do | Situation | Do I Need to Report It? | | --- | --- | | T5013 issued | ✔ Yes – Use the slip to file | | No T5013, but partnership had income/loss | ✔ Yes – Report your share manually | | No activity at all | ❓ Possibly not – Confirm with CRA or a tax professional | --- #### 📬 Didn’t Receive a Slip? Here’s what to do: - Check your spam or junk folders - Confirm your email and mailing address with the issuer - Reach out to the issuer and ask for a reissue - If needed, estimate based on past records and follow up with the CRA or your tax advisor --- #### 🧠 More Resources - CRA – All About Your Tax Slips - CRA – T5 Guide - CRA – T5013 Guide - CRA My Account --- #### ⚠️ For Educational Purposes Only This article is provided for **educational and informational purposes only**. It does **not** constitute tax, legal, or investment advice. Please consult a qualified tax professional for guidance specific to your situation. All tax slip content is supplied directly by the **investment issuer**. --- #### ❗ Important Disclaimer All content, including but not limited to messages, documents, statements, representations, claims, and data provided in this article, is supplied solely by the **Investment Entity**. **addy Technology Corp.** does not endorse, verify, confirm, or warrant the accuracy, completeness, reliability, or validity of any content included herein. 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