To Generate an Amendment to CRA Reporting Forms

If you have added or voided any payment to a particular subcontractor and require an amended T5018 or T4A report, you can prepare an amendment for the original report on the Create CRA E-File (AP507600) form.

Before You Proceed

Before you proceed, make sure that the following actions have been performed in the system:

  • The original T5018 e-file or T4A e-file has been prepared as described in To Generate the Original CRA Reporting Forms.
  • The original file has been submitted to CRA and the E-File Submitted to CRA check box has been selected for the needed revision of the report.
  • New documents for T5018 vendors or T4A vendors have been recorded in the system after the original file was submitted.

To Generate an Amendment to the T5018 E-File

  1. Open the Create CRA E-File (AP507600) form.
  2. In the Tax Form box, select T5018.
  3. In the Transmitter box, select the needed company.
  4. In the Year box, select the needed T5018 tax year.
  5. In the Revision box, select the revision of the e-file for which you want to generate an amendment.

    Note that the E-File Submitted to CRA check box is selected for the revision.

  6. On the form toolbar, click Amend Report.

    The system prepares the next report revision and displays its settings on the form. Notice that the number in the Revision box is incremented by 1 and the Filing Type box displays the Amendment option.

  7. On the Details tab, review the aggregated information for the T5018 vendors.
  8. Click the link in the Amount to Report column to review the T5018 Report Details (AP407600) form with a list of documents whose amounts will be included in the report.
  9. On the form toolbar, click View Validation Report.

    The system opens the T5018 Preview Report (AP607600) with the T5018 information.

  10. If the information in the T5018 Preview Report is correct, click Create E-File on the form toolbar.

    The system generates an XML file of one of the following types:

    • Amended: The vendor information is included in an amended T5018 report that is prepared after amendments are made to the vendor payments and their new Total Service Amount is still greater than the Threshold Amount.
    • Canceled: The vendor information is included in a canceled T5018 report that is prepared after amendments are made to the vendor payments and their new Total Service Amount is less than the Threshold Amount.

    You can submit the file electronically to the Canada Revenue Agency (CRA). The generated file is attached to the form, and you can review it by clicking Files on the form title bar.

  11. On the form toolbar, click Save.
  12. When the amended e-file has been submitted to CRA, select the E-File Submitted to CRA check box and click Save to save the changes.

To Generate an Amendment to the T4A E-File

  1. Open the Create CRA E-File (AP507600) form.
  2. In the Tax Form box, select T4A.
  3. In the Payer box, select the needed company.
  4. In the Year box, select the needed T4A tax year.
  5. In the Revision box, select the revision of the e-file for which you want to generate an amendment.

    Note that the E-File Submitted to CRA check box is selected for the revision.

  6. On the form toolbar, click Amend Report.

    The system prepares the next report revision and displays its settings on the form. Notice that the number in the Revision box is incremented by 1 and the Filing Type box displays the Amendment option.

  7. On the Details tab, review the aggregated information for the T4A vendors.
  8. Click the link in the Amount to Report column to review the T4A Report Details (AP407700) form with a list of documents whose amounts will be included in the report.
  9. On the form toolbar of the Create CRA E-File form, click Download E-File.

    The system generates and downloads an XML file of one of the following types:

    • Amended: The vendor information is included in an amended T4A report that is prepared after amendments are made to the vendor payments and their new Total Service Amount is still greater than the Threshold Amount.
    • Canceled: The vendor information is included in a canceled T4A report that is prepared after amendments are made to the vendor payments and their new Total Service Amount is less than the Threshold Amount.

    You can submit the file electronically to the Canada Revenue Agency (CRA). The generated file is attached to the form, and you can review it by clicking Files on the form title bar.

  10. On the form toolbar, click Save.
  11. When the amended e-file has been submitted to CRA, select the E-File Submitted to CRA check box and click Save to save the changes.