Perform all tasks in your current company data folder unless directed otherwise.
p Review the Recommended Timeline of Year-End Tasks. How?
p Order T5018 forms from Sage CRE Forms. (www.sagecreforms.biz 800-760-7929) How?
p Before printing vendor T5018 slips, enter all invoices for the closing calendar year.
p Before printing vendor T5018 slips, pay all invoices that need to be paid for the closing
calendar year.
p Review and correct vendor Tax IDs and T5018 Types in the 4-1-1-61 Vendor T5018 report.
How? Watch it
p Review Vendor T5018 Balances for the closing year in the 4-1-5-61 Vendor T5018 Payments
report, and make adjustments as needed. How? Watch it
p Review and correct your company's CRA Program Accounts and company information in the
7-2 window. How?
p You can enter and pay invoices in the new year in your current company data folder. They will
not affect your previous year's T5018 totals. T5018 totals are automatically accumulated
by year.
p Install the year-end software update before generating T5018s and other government forms
and reports. How? Watch it
p Produce your T5018 forms in the current company data folder in the 4-5 Vendor T5018 Forms
window. How? Watch it