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Credits and deductions
You're welcome! The software has you locked into the 'Income' flow (the T5 slips), but carrying charges are actually tucked away in the Deductions section.
Since the 'Find' tool is giving you trouble, let’s bypass the T5 pages entirely with these steps:
Look at the left-hand navigation menu and click on Deductions & Credits.
Select Investment Expenses. (If you don't see it, click on 'Deductions' and look for 'Other Deductions').
On the page titled 'Did you have investment-related expenses?' make sure the box for 'Carrying charges and interest expenses' is checked.
Click Continue. You should move past the T5 screens and land on a page titled 'Carrying Charges and Interest Expenses' with several blank rows.
If you still can't find the section, I would suggest that you contact our Product Support team. They have access to tools we don't have here in Community, like screenshare, and guide you through it.