Setting up a vendor to receive a form T5018:

1. In Accounts Payable, from the Setup menu, select Vendors.
2. Select the Vendor then press the ENTER key twice.
3. Select the T5018 Settings tab.
4. Mark the Vendor Receives a Form T5018 box.
5. NEW as of version 24.1: If you need to issue the T5018 to a different address than the address specified on the General tab:
   1. Mark the Alternate Address for T5018 box.
   2. Click the Alt T5018 Addr button (bottom right corner next to the Help button).
   3. Enter the address information to be used for T5018s then click OK. Tip: You will need to TAB through the Postal Code field for the OK button to enable.
6. Select the Recipient Type.
7. Enter the appropriate name:
   • If the Recipient Type is Corporation or Partnership, enter the appropriate name(s) in Business Name 1 (and Business Name 2 if needed)
   • If the Recipient Type is Individual, enter the Individual Name
8. Enter the Recipient Account Number (for Corporation or Partnership type) or Social Insurance Number (for Individual type).
9. Click Save.
10. Repeat these steps for any additional vendors.
11. Click Close when finished.

How do I create the T5018 electronic file to submit to the Canada Revenue Agency (CRA)?