Example of Combining Companies for T5018 Processing
This example describes a company in which the address book record and company record are different. The company number is 500 and the address book number is 5005.
Company 500 owns companies 100 and 200 and shares the same tax ID. For T5018 processing, related address book combining must be set up so that company 500 is the payer on all T5018 returns for the three companies.
For this example, assume that:
The address book and company records are the same number for company 100 and for company 200.
Companies 100, 200, and 500 use the second related address number for address book combining.
For companies 100 and 200, the second related address on the address book record is set to 500.
500 is the company number, not the company address number.
Company 500 does not have an address book number of 500; therefore, when the company record was set up, 5005 was assigned as the company address number. This information is stored in the Company Constants table (F0010) and can be viewed by means of the Company Names & Numbers program (P0010).
These programs use related address book combining to produce T5018s for company 500:
Build A/P Workfile program (R04614). With the Alternate Address Combining processing option set to 2, this program uses company number 500 (from the second Address Number field on the Address Book Revision form) and the tax ID of the address book number (5005) that is associated with company 500 to build the record in the T5018 Tax Workfile (F046141).
Write Media program (P04615). This program uses the address book number (5005) that is associated with company 500 to locate the mailing address for the T5018 return.