Once you have decided that it is applicable to issue a T5018 the vendor must be set to report these amounts on the slips. To do this edit the vendor and go to the General tab.

Reporting

  • Report Type – Select T5018
  • Identification Type – Select one of the following Identification Type
    • “Social Insurance Number” if it is a Canadian individual
    • “Business Number” if it is a Canadian registered business
    • “Social Service Number” if it is an US individual
    • “Employer Identification Number” if it is US Business or Canadian company doing business in the US
  • Identification – Either Social Insurance Number, Business Number, Social Service Number, or Employer Identification Number

The Dental Benefits field is only active for T4A report type vendors.

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