How to view your tax slips (t5) in the app and website

Community Support
1

Hi Neo community! :waving_hand:

It’s tax season! We’re here to provide you with helpful steps on how you can find your tax slips within the app and website! Check them out below!:backhand_index_pointing_down:

For Everyday and HISA accounts

:mobile_phone_with_arrow:App:

  1. Go to Accounts and select the Money tab.

  2. Choose an account.

  3. Tap Details and select view tax slips.

:laptop:Website:

  1. Click on Money from the left-side menu.

  2. Choose an account

  3. Scroll down and click on Tax slips.

For Neo Invest accounts

:mobile_phone_with_arrow:App:

  1. In the Accounts, select Invest.
  2. Scroll down and tap Tax forms & fees.

:laptop:Website:

  1. Click on Investments from the left-side menu.
  2. Scroll down and click on Tax forms & fees.

Hope this helps, everyone! If you have any questions, just let us know. We’re here to help!