QuickBooks Desktop (QBDT) is a highly efficient program that can help simplify your work processes, Julie. I am here to assist you in making modifications to your T5018.

To proceed, please ensure the accuracy of all information and details before submission. When uploading the T5018 file, utilize the appropriate portal, either RZ0001 or RZ0002. For assistance in selecting the correct portal, I recommend contacting the Canada Revenue Agency (CRA). This practice maintains consistency with the tax slips that have been published, are currently issued to taxpayers, and those filed with the CRA.

To modify or amend slips, please visit the CRA website, as QuickBooks does not currently support these amendments. For further guidance, you might find the following articles useful: Amend, cancel, add, or replace slips and summaries.

In addition, you can review this article to maximize the functionality of these features. If you are uncertain about how to report a specific benefit or amount on the slip: Use T5018 forms in QuickBooks Desktop.

Please view this thread as your primary resource for submitting document queries or any QBDT-related concerns. Our team and I are always here to assist you on this channel.