In-house
CAD $129
One entity and its corporate group.
Back to Investment income slips
In development · launch targeted November–December 2026
T5 / RL-3 · Investment income slips and summaries
A T5 and RL-3 working-paper file that takes recipient data and dividend declarations to supported slips, summaries and a CSV for Taxprep.
- Set number of slips button inserts or deletes rows on every per-slip tab
- Dividend Register ties declarations and payments to the slip totals to the cent
- Prior year by recipient, matched on the box 22 identifier in last year's Taxprep export
CRA forms this workbook prepares
From the Template column of the CRA forms index.
What the workbook covers
The workbook prepares T5 slips from one row per recipient, with the T5 Summary, and RL-3 slips and the RL-3 Summary for recipients whose province is Québec. Dividends completes boxes 11, 12, 25 and 26 only for the recipients T4015 names, asks which entity each code-4 recipient is, and presents a corporation's dividends in RL-3 box E, while Slip View and an optional Taxprep Comparison, checked to the cent, support review. The file ships with 25 slip rows, and the Export Import to CSV button writes the file Taxprep imports.
Rates and Taxprep codes are for the 2025 calendar year; any other year entered on the Questionnaire reads ERROR.
- Prior year Export
- Fill in Questionnaire, Recipients, Dividend Register, T5 Summary, RL-3 Summary
- Review Summary, Dividends, Slip View, Taxprep Comparison, Prior Year, Checks
- Taxprep Import Map, Import
- Reference Rates, Notes
Scope boundaries
The printed T5 and RL-3 summary totals are computed for review and not imported; Taxprep derives them. The RL-3 carries no prior-year column, because the Taxprep export does not separate it from the T5. Dividends to a code-5 recipient, a code-4 recipient other than a trust, or a registered-charity trust are left unplaced on the RL-3, for review.
Edition, price and licence
Practice
Pricing on request.
Request practice pricingEnterprise
Pricing on request.
Request enterprise pricingA perpetual licence for the purchased edition. A new tax year is a separate edition. Full licence
Practical questions
Does the workbook file the return?
No. It prepares and documents the figures; filing takes place in the tax software after the CSV import described on the import and export page.
Does the workbook use macros?
Yes. The .xlsm carries the macros behind its buttons: the tab filter, row sizing where the workbook repeats rows, and the Taxprep CSV. They act on the workbook and write only that CSV, beside it. There are no external links.
Are the formulas protected?
Sheets are supplied without active protection. Cell lock flags allow protection to be enabled when needed.
Which updates are included?
Minor corrections to the purchased edition are included under the terms of sale. A new tax year is a separate edition.
Can the workbook be purchased now?
Not yet. Launch is targeted for November–December 2026; the price shown is the planned in-house licence price.