Hi Have a client who did a large amount of stock transactions in 2025. The AFR downloaded 582 slips into the T1, however a large number of the slips are call/put options where the cost value is zero.
Is there a faster way to check off the yellow box other than going through each single slip?
download to a spreadsheet, instead of importing the slips
I use the T5008 slip summary (F4 → T5008slips) when I need to make bulk changes to multiple T5008 slips. The slips appear in a format similar to Excel, which allows me to quickly review and adjust several slips at once. This view makes it much more efficient to update multiple entries compared to opening each slip individually.
Those forms can be a nightmare. A separate T5008 is generated by CRA for each transaction, resulting in a large volume of slips. I often download to a spreadsheet, too. You can then sort the transactions and match up to a trading summary or a realized gain/loss report. If I have a lot, instead of importing the slips, I will enter a single line on schedule 3 and name it “per schedule”. Haven’t had a question yet.