Run the T5018 report

The T5018 gathers information about payments that you made to contractors and subcontractors over the course of the fiscal year. Only payments made to vendors who have T5018 enabled in their Vendor information record are included.

Run this report when you prepare to file your T5018 with the Canada Revenue Agency (CRA).

Before you begin

Before generating the T5018 report, make sure that the Vendor record for applicable contractors has the vendor business number or social insurance number (SIN) on the Additional information tab.

Run the report

Subscription

Accounts Payable
Regional availability

Canada
User type

Business
Permissions

T5018: Run
Configuration

Enable T5018

  1. Go to Accounts Payable > All tab > Reports > T5018 > T5018 report.
  2. Select a Start date and End date, or a Reporting period and an As of date.
  3. For Filters, select a range of vendors, or Select all vendors to include all eligible vendors with T5018 enabled.

    The report includes a vendor when both of these criteria are met:

    • T5018 is enabled in their vendor information record.
    • You made payments to the vendor during the selected date range.
  4. Select the Entity or entity group for which you want to run the report.

    If you are running the report at the entity level, your selection is limited to the current entity.

  5. Enter the Minimum amount of payments that is required for a vendor to receive a T5018.

    This value is pre-populated with 500, the current year's minimum amount.

  6. Select View.
  7. To export the report for review outside of Sage Intacct, select Export and then select Excel or CSV format.

Next step: Ready to file? Data exported from the report is formatted for your review outside of Sage Intacct and is not ready for direct upload to the CRA. To create an upload file that meets CRA formatting requirements, use the Export T5018 form option.

What's in this report?

Report column heading Description
Vendor name The name of the vendor as it appears in Intacct.
Vendor ID The ID of the vendor as it appears in Intacct.
SIN/Account The 9-digit social insurance number (SIN) or 15-digit business number.
Vendor province or state The province or state where the vendor is located.
Paid amount The total amount paid to the vendor in the given time period.