T5 Tax Slip Consolidation

🏗️ Building Neo
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Last year I went all in on sinking fund savings strategies.

This tax season I am having regrets because of all of the T5 statements I need to upload for tax season.

Would it be possible for NEO to consolidate all of the interest earned and put it into one T5 statements instead of having one T5 statement for each account?

I have a few accounts with different financial institutions and I have noticed that some banks have different approaches to T5 statements.

For example, at one bank I use, I have about 3 or 4 savings accounts with them, but I only get two T5s a year; one for me and my wife for our shared account, and one for all of my other accounts.

Would this approach be possible instead of having to receive one T5 per account?

I was just curious and thought I would ask here.

Also happy to help clarify things if I was not clear above.

Thank you and have a good day!

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Hi @bt95 Thanks so much for your feedback! I totally get how useful it is to have all T5s in one place. It’s really valuable input, and I’ll make sure to share it with our team :blush:

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That would be neat !

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I would agree. One consolidated T5 would be way better.