Enter their SIN # or BN in the tax ID field on their vendor record. If you add RT0001 to the ID, it recognizes it as a BN; no RT0001 and it recognizes it as a SIN. You must have the vendor record flagged as eligible for T4A.

AmyGurl,

What T4A codes is Sage currently able to generate? Can it put amounts in boxes 16, 18, 26, 27, 32, 34, etc? (There are boxes primarily associated with ordinary people rather than vendors)

AmyGurl,

What T4A codes is Sage currently able to generate? Can it put amounts in boxes 16, 18, 26, 27, 32, 34, etc? (There are boxes primarily associated with ordinary people rather than vendors)

I think only 20, 28 and 48. It is very limited for sure, but I use it as a guide more than anything. I print out the T4A report and then manually complete the T4As either on paper (ick) or online. Same deal for T5018s. The system is supposed to be able to generate them, and it does, but it depends on how good the data entry is as to whether or not the numbers that appear on the forms are correct. Many people have individuals or vendors that have payments that are not subject to T-reporting and put the payments all in the same vendor account. Personally, I identify T4A vendors by putting LAST, First as opposed to First Last. For T5018s, I always do a reconciliation against the sub-contractor GL account, keeping in mind that T5018s are cash based and include HST.