Filing the T5018 Form Electronically

You use the Create T5018 E-File (AP507600) form to generate an electronic XML file with T5018 returns, which you will submit to the Canada Revenue Agency (CRA) at the end of the reporting period or at the end of the calendar year.

You file the T5018 form by performing the following actions:

  1. On the Create T5018 E-File form, you click Add New Record on the form toolbar.
  2. In the Selection area, you select the Transmitter and T5018 Tax Year.
  3. On the form toolbar, you click Save.

    The Details tab of the form shows the aggregated payment transactions of T5018 vendors in the selected year that were not previously prepared. When you click Save, a new revision is created for the selected company and year, and the Create T5018 Validation Report and Create T5018 E-File buttons become available on the form toolbar.

  4. On the Summary tab, you review the information inserted by the system from the settings of the selected company and update it if necessary.
  5. You preview the T5018 e-file by clicking Create T5018 Validation Report on the form toolbar. The system opens the T5018 Preview Report (AP607600) with the T5018 information.
  6. If the information in the report is correct, on the Create T5018 E-File form, you create a T5018 e-file by clicking Create T5018 E-File on the form toolbar.

    The system generates an XML file with information for all vendors displayed on the Details tab. The generated file is attached to the form, and you can review it by clicking Files on the form title bar.

  7. Optional: You can activate the audit history for specific records by performing the following instructions:
    1. On the form title bar of the Create T5018 E-File form, you click Tools > Audit History.
    2. In the Update History dialog box, which is opened, you click Enable Field Level Audit. The system navigates to the Audit (SM205510) form.
    3. On this form, you specify the needed settings and then click Save on the form toolbar. For details, see Field-Level Auditing: General Information.

The T5018 XML file has the following structure.

Table 1. Structure of the T5018 XML file
Node Description
T619 Electronic Transmittal Details This node contains the submission reference ID, the type of filing (Original or Amendment), the transmitter number, the transmitter type indicator, the number of summary records, the language of the communication indicator, and the transmitter's name, address, and contact information.
T5018 Slip The T5018 slip contains the following vendor information: the recipient's name, the corporate partnership's name, the payer's SIN or Tax Registration ID, the recipient's address, and the amount.
T5018 Summary The T5018 summary aggregates the amounts of all vendors, the number of vendors included in the XML file, and the payer's (transmitter's) name, address, contact information, and ending day of the period.