Import is an advanced feature available in eForms Standard and eForms Enterprise only
Cell A1 must contain “COMPANY”
Columns and rows containing “NULL” in their first cell will not be imported
| Column Heading | Description | Type, Size | Comments & Examples |
|---|---|---|---|
| Heading | Description | Type, Size | Comments & Examples |
| NAME1 | Line 1 of company name | Text, 35 | |
| NAME2 | Line 2 of company name | Text, 30 | |
| CAREOF | Care of line of address | Text, 30 | |
| ADDRESS1 | Line 1 of address | Text, 30 | |
| ADDRESS2 | Line 2 of address | Text, 30 | |
| CITY | City | Text, 28 | |
| PROV | Province code | Text, 2 | ON, QC, BC… |
| POSTAL | Postal code (including space) | Text, 10 | |
| COUNTRY | Country code | Text, 3 | CAN, USA… |
| DEFPROVEMP | Usual province of employment | Text, 2 | |
| ACCOUNTNO | Business number | Text, 15 | |
| EIFACTOR | Employer’s EI rate | Numeric, 8 | 4 digits + 4 decimals |
| CATEGORY | Company category code, used to group companies for printing & etc. | Text 10 | |
| WEBCODE | Web Access Code; recorded here for reference | Text, 6 | |
| ACCOUNTNO | Business number (RP) | Text, 15 | 123456789RP0001 |
| ACCOUNTNORZ | Account number for T5, T5007, T5008 & RRSP returns (RZ) | Text, 15 | 123456789RZ0001 |
| ACCOUNTNORZ_T5013 | Account number for T5013 returns (RZ) | Text, 15 | 123456789RZ0001 |
| ACCOUNTNORZ_T5018 | Account number for T5018 returns (RZ) | Text, 15 | 123456789RZ0001 |
| ACCOUNTNORZ_TFSA | Account number for TFSA returns (RZ) | Text, 15 | 123456789RZ0001 |
| ACCOUNTNONR | Non-resident tax account number (NR) | Text, 15 | NR?123456 |
| NEQ | Québec Enterprise number | Text, 10 | |
| IDNOQ | Québec Identification number and file number (RS) | Text, 16 | 1234567890RS0001 |
| ADJCPPOU | Adjust CPP/QPP if over max. or under min. | Yes/No | Mutually exclusive with ADJCPPWKS |
| ADJCPPWKS | Adjust CPP/QPP based on number of pensionable weeks | Yes/No | Mutually exclusive with ADJCPPOU |
| ADJMAXPENWKS | Maximum number of pensionable weeks | Numeric, 2 | 2 digits |
| ADJEIOVERMAX | Adjust EI if over annual maximum | Yes/No | |
| ADJEIONEARN | Adjust EI premiums based on EI earnings | Yes/No | Mutually exclusive with ADJEIEARN |
| ADJEIEARN | Adjust EI earnings based on EI premiums | Yes/No | Mutually exclusive with ADJEIONEARN |
| ADJPPIPOVERMAX | Adjust PPIP if over annual maximum | Yes/No | |
| ADJPPIPONEARN | Adjust PPIP premiums based on PPIP earnings | Mutually exclusive with ADJPPIPEARN | |
| ADJPPIPEARN | Adjust PPIP earnings based on PPIP premiums | Yes/No | Mutually exclusive with ADJPPIPONEARN |
| ADJXFRSIN | SIN of individual to whom over-remittances will be transferred | Text, 9 | |
| ADJXFRINCR | Increase gross pay of individual indicated by ADJXFRSIN by amount of over-remittance | Yes/No | |
| ADJMIN | Only differences greater than the amount indicated will be adjusted | Currency | 1.00 |
| ADJBDO | Adjust CPP/QPP/EI/PPIP to calculated amounts even if there is insufficient tax to offset the adjustment | Yes/No | |
| ADJBDOMAX | Maximum amount by which tax may be reduced | Currency | 9,999.99 |
| UNLINKT5RL3 | Disable numeric data synchronization between T5 and Relevé 3 slips (“No” is default; maintaining sync.) | Yes/No | ”Yes” disables synchronization, “No” maintains synchronization |
| See Company Setup for details |