To Generate the T5018 Form

You use the Create T5018 E-File (AP507600) form to generate a T5018 form in XML format.

Before You Proceed

Make sure that you have enabled the Canadian Localization feature on the Enable/Disable Features (CS100000) form and configured the needed entities, as described in Configuring T5018 Reporting.

To Generate an Electronic File

  1. Open the Create T5018 E-File (AP507600) form.
  2. On the form toolbar, click Add New Record.
  3. In the Transmitter box, select the company that will submit the T5018 returns.
  4. In the T5018 Tax Year box, select the tax year for which you are going to submit the T5018 returns.
  5. In the Filing Type box, leave the default value of Original if you are filing the original T5018 slip, or select Amendment if you want to file an amended T5018 return.
  6. Optional: In the Threshold Amount box, specify an amount to filter out payment transactions of T5018 vendors that are below this amount.
  7. On the form toolbar, click Save.
  8. On the Details tab, review the aggregated information for the T5018 vendors.
  9. On the Summary tab, in the Language box, select the language in which you want the T5018 file to be generated.
  10. Review the information in the Company and Contact sections on the Summary tab. Update the information, if necessary.
  11. On the form toolbar, click Create T5018 Validation Report.

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

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

    The system generates an XML file that you can now submit 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.