T4s and So Much More!

Features Products Download Support Français
Features
 
Products
 
Download
 
Support
 
Français
Francais
Facebook
Twitter
Purchase AvanTax eForms
Authorization Codes
AvanTax eForms Referral Program

 

NEWS | Details

♦ Ver. 2018.1.1.101 (05/28/18) Early Production Release | Details

♦ Corporate Portal - Use GUID or unique ID as PDF filename | Details

♦ Record of Employment - Available by the 4th quarter of 2018 | Details

♦ You could save up to 100% by referring AvanTax eForms | Details

♦ New clients save 25% | Details

 

RESOURCES

Help: Free Support | User Guide

Submit XML: CRA | RQ

Import data from ANY SOURCE

♦ AvanTax Import Services - Let us import your data for you | Details

 

OUR CLIENTS

Who's using eForms?

What they say about us

  
eForms Training Videos
eForms Training Videos
Online Technical Support
Other AvanTax Products
AvanTax Auto - Complete package
Calculate automobile
taxable benefits
accurately & easily
AvanTax Filing Services - Click and we do the work
Outsourced tax slip
preparation & filing
We'll do everything!
AvanTax ROE - Manage your Reocords of Employment ... Easily!
Arriving Dec. 2018
Efficiently manage
your Records of
Employment

T5008 - Statement of Securities Transactions

T5008 - Statement of Securities Transactions

Traders or dealers in securities have to file a T5008 information return to report purchases of securities as principal for their own account, and sales of securities they make as an agent or nominee, for any vendor. Issuers of securities and their agents or nominees use this information return to report redemptions, acquisitions, or cancellations of securities. You have to report transactions to all persons, including individuals, corporations, partnerships, trusts, or any other person who resides either in or outside Canada.

You have to report all security transactions falling under any section of the Income Tax Act not specifically excluded under subsection 230(3) of the Income Tax Regulations, even if no tax arises as a result of the transaction. For example, transactions undertaken under section 85 and section 85.1 of the Income Tax Act are not exempt from the requirement to report.

You must also use the T5008 information return to report dispositions or redemptions of debt obligations in bearer form by individuals resident in Canada. Debt obligations in bearer form include commercial paper and banker's acceptances.

AvanTax eForms Software
AvanTax eForms software provides you with everything you need to prepare, print & efile your T5008 returns, as well as many additional return types. Whether preparing just a few slips for a single company or tens of thousands of slips for many companies, AvanTax eForms will help you to meet all your tax slip reporting requirements.
Avantax Filing Services
Would you like to avoid the stress of preparing and efiling your returns yourself? Let Avantax Filing Services do the work for you! Simply complete one of our Excel Templates and we'll convert your tax slip data into XML; print & distribute your recipient slips and process & efile your returns with CRA / RQ. Call us and see how we can help you!

Features of AvanTax eForms Software

Relevant links to the CRA web site: