Issue T5018 slips to recipients and file the related issuer summary with the Canada Revenue Agency (CRA).
Prepare and electronically file unlimited federal T5018 slips and summaries.
TaxCycle T5018 is included in the Complete Paperless Tax Suite and the Paperless Office. It is also available as a stand-alone module.
The Slips summary lists all the slips in the file. Use it as a review tool. Add review marks. Double-click to drill down to the source slip.
Save time when getting ready to file. In a single click, send an email requesting information missing from the slips in the file.
Populate our sample Excel® template with your client's slip recipient data. Then drag and drop it onto the TaxCycle window to import.
Printed slips show at the bottom of each data entry page. Open a second window and watch it update when you enter data in the main TaxCycle window.
Carry forward slips from prior-year ProFile® FX, Cantax® FormMaster, or Taxprep® Forms files. Or, bring in the XML file transmitted to the CRA last year.
A separate module for T5018s allows you to set specific options just for T5018 slips. Tight integration with other modules means you can create a T5018 file starting from a T2 return.
Find out for yourself why thousands of tax preparers have already switched. Get up and running in just 10 minutes with your free trial of the TaxCycle Suite. Seamlessly carry forward returns from DT Max®, Cantax®, Taxprep® and ProFile® software.
| RETURNS | |
|---|---|
| Number of returns | Unlimited |
| Federal T5018 slips and summaries | |
| CARRY FORWARD | |
| TaxCycle T5018 | |
| ProFile® FX | |
| Cantax® FormMaster | |
| Taxprep® Forms | |
| ELECTRONIC FILING | |
| CRA Internet File Transfer (XML) for T5018 (original, amended or cancelled slips) | |
| WORKSHEETS | |
| Info — Transmission Information | |
| Engagement — Engagement Information | |
| Workflow — Workflow Summary | |
| CustomFields — Custom Fields | |
| InternetWS — Internet Filing Results | |
| SLIPS | |
| T5018 — Statement of contract payments | |
| T5018Summary — Return of investment income | |
| SUMMARIES | |
| Slips Summary | |
| Memo Summary | |
| Tape Summary | |
| TEMPLATES | |
| MLetter — Missing slips email | |
