New T5018 Slip - Field Descriptions

Use this table for reference when completing the fields on this screen.

Fields

Descriptions

Entity

This field only displays if cost centers are being used and entity tracking is also enabled in the current company.

After entering or selecting an Entity, you can enter or review T5018 Slips by entity. Cost center security assures that T5018 Slips are only accessed by authorized operators.

If the Entity is left blank, the company name displays.

Payer tax ID number

When adding a new record, press Enter to auto-assign the next tax ID number stored.

Vendor code

Enter a vendor code; invalid codes are allowed in this field.

When cost centers are being used in the current company, the software validates that the operator has security authorization for the vendor.

Recipient type

The recipient type defaults from Vendor Year End Reporting if the vendor has a default setting or defaults to 1 - Individual when adding a new record.

Total paid

The total payment made to this vendor displays.

Recipient

Vendor name

The vendor name defaults if a valid vendor code is specified, and otherwise defaults to blank when adding a new record.

Alternate name

The alternate name defaults from Vendor Year End Reporting if the vendor has a default setting or defaults to blank when adding a new record. This field is not applicable for individual recipients.

This name displays on the T5018 Slip as the second name on the form (and is included in the export file).

Individual first, middle initial, last name

The individual's first name, middle initial, and last name default from Vendor Year End Reporting if the vendor has a default setting. This field is not applicable for corporation or partnership recipients.

Address City, Province, Postal code

The vendor address defaults if a valid vendor code was specified, and defaults to blank when adding a new record.

Country

The postal code is used to determine the country when adding a new record.

Identification

Social insurance #

The social insurance number defaults from Vendor Year End Reporting if the vendor has a default setting. Otherwise, for individual recipients, enter the nine-digit tax ID number of the vendor. Enter digits only (no dashes). This field OR the 'Recipient account number' may be recorded.

Recipient account #

The recipient account number defaults from Vendor Year End Reporting if the vendor has a default setting. Otherwise, if the field is blank, enter the 15-character tax ID number of the vendor (business number or GST number assigned by the Canada Revenue Agency).

Partnership flier #

The partnership flier number defaults from Vendor Year End Reporting if the vendor has a default setting. This field is only enabled if the recipient type is set to 'Partnership'. Enter the partnership filer number.