From T5008 slips to Schedule 3
Prepare a Schedule 3 securities worksheet from T5008 slips and your ACB ledger, with a worked sale, fee checks, and duplicate-entry controls.
Guides for comparing T5008 slips with your adjusted cost base records and explaining broker book value differences.
Practical guides on t5008 reconciliation for Canadian taxable investment records. Use the worked examples to review your assumptions, then check a scenario with the free investor tools .
Prepare a Schedule 3 securities worksheet from T5008 slips and your ACB ledger, with a worked sale, fee checks, and duplicate-entry controls.
Prepare Questrade transaction history for CSV import, review commissions and option descriptions, and reconcile it with your pooled Canadian ACB.
Review Wealthsimple activity CSVs, settlement dates, transfers, and ETF adjustments before relying on a pooled Canadian ACB calculation.
A practical pre-tax-filing checklist for Canadian investors to verify ACB, T5008 slips, ETF ROC, USD trades, DRIPs and multi-broker holdings before Schedule 3.
Broker book value can be a useful cross-check, but it may not reflect your complete adjusted cost base. Learn when it is useful, why differences arise, and how to reconcile them.
T5008 Box 20 may or may not reflect your adjusted cost base. Learn how to reconcile the broker's cost figure with your records and Schedule 3.