How to view and download tax statements on ATB Personal

Learn how to view and download electronic copies of tax documents (e.g. T5 slips) on the ATB Personal banking website.

When banking online with ATB Personal, you’ve got quick and easy access to view, print or download your electronic tax documents. Note that certain documents, such as those for joint accounts, are only available to primary account holders. Please speak to your joint party for access. T5 slips are made available for clients that have received a minimum of $50 in a given tax year.

  1. Log in to ATB Personal.
  2. From the Overview screen, click More in the primary navigation.
  3. From the More menu, click Account services.
  4. On the Account services screen, in the Tax documents tab, select the relevant Tax year to see T5 slips (and other documents as they become available).
  5. Find the document you want in the list and click View to see a copy in your web browser.
    1. Or click Download to download a PDF copy of the document.
  6. You’re all done!

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