File T5018 Slips and Summary Online
Before you can perform this task
- Create a vendor record for the contractor that you are paying, and select Include this Vendor When Filing T5018 Slips on the Options tab.
- Make sure you are set up to use Canada Revenue Agency's (CRA) Internet File Transfer service.
- Review your records to make sure they are up-to-date for the reporting period.
To file T5018 slips and summary online:
- In the Home window, on the File menu, choose Import/Export, then Electronic Filing, and then T5018 Online Filing.
- (Optional) If the introductory window opens with a description of how online filing works, click Continue. To bypass this window in the future, select Do not display this again.
- Enter your CRA Account Number (has to include the "RZ" Program Identifier) and fill in the information for the contact person at your company.
- Enter your six-digit Transmitter Number.
- Enter your eight-digit Submissions Reference ID, and click Next.
- Select the type
of year from the list (Calendar Year or Fiscal Year), and then the year that you are filing for.
- Select a vendor or vendors from the list. You can also click Select All to select all the vendors in the list.
- Select the type of return that you are making.
- Original. Select this if you are filing new returns.
- Amended. Select this if you noticed an error after filing your return and want to refile to provide the correct information.
- Cancelled. Select this if you want to cancel a slip or slips after you filed your return.
- Click Next.
- Click Save This T5018 Return File. Copy the location of your saved XML file by highlighting it and pressing CTRL+C.
- Click Go to Canada Revenue Agency web site, and follow the instructions to upload your T5018 file to the Web. Use CTRL+V to paste the copied location of your saved file.
- Click Finish to close the wizard.