Import is an advanced feature available in eForms Standard and eForms Enterprise only
Cell A1 must contain “T3”
Columns and rows containing “NULL” in their first cell will not be imported
| Column Heading | Description | Type, Size | Comments & Examples |
|---|---|---|---|
| LASTNAME1 | First recipient last name (type 1 & 2) | Text, 25 | Required for types 1 & 2 |
| FIRSTNAME1 | First recipient first name (type 1 & 2) | Text, 40 | |
| INITIAL1 | First recipient initial (type 1 & 2) | Text, 1 | |
| LASTNAME2 | Second recipient last name (type 1 & 2) | Text, 25 | |
| FIRSTNAME2 | Second recipient first name (type 1 & 2) | Text, 40 | |
| INITIAL2 | Second recipient initial (type 1 & 2) | Text, 1 | |
| NAME1 | Recipient name line 1 (type 3, 4 & 5) | Text, 35 | Required for types 3, 4 & 5 |
| NAME2 | Recipient name line 2 (type 3, 4 & 5) | Text, 35 | |
| ADDRESS1 | Address line 1 | Text, 30 | |
| ADDRESS2 | Address line 2 | Text, 30 | |
| CITY | City | Text, 28 | |
| PROV | Province code | Text, 2 | |
| POSTAL | Postal code | Text, 10 | |
| COUNTRY | Country | Text ,3 | CAN, USA, etc. |
| SLIPSTATUS | Status of Slip | Text, 1 | O - Original, A - Amended or C - Cancelled |
| RECTYPE | Beneficiary code | Text, 1 | 1 - Individual 2 - Joint account 3 - Corporation 4 - Association, trust, club or partnership 5 - Government or international organization |
| SIN | Recipient’s SIN, Business number or Trust account number | Text, 15 | |
| TEXTATTOP | Optional text to print at top of slip | Text, 15 | |
| ACTUAL_E | Actual amount of eligible dividends | Currency | |
| TAXABLE_E | Taxable amount of eligible dividends | Currency | |
| CREDIT_E | Dividend tax credit for eligible dividends | Currency | |
| CAPITALGAINS | Total capital gains | Currency | |
| CAPITALGAINS_E | Total capital gains eligible for deduction | Currency | |
| ACTUAL | Actual amount of dividends other than eligible dividends | Currency | |
| TAXABLE | Tax able amount of dividends other than eligible dividends | Currency | |
| CREDIT | Dividend tax credit for dividends other than eligible dividends | Currency | |
| OTHERINCOME | Other income | Currency | |
| FOOTNOTE1 | FOOTNOTE1 | Text, 30 | |
| FOOTNOTE2 | FOOTNOTE2 | Text, 30 | |
| FOOTNOTE3 | FOOTNOTE3 | Text, 30 | |
| ITCCODE | Investment tax credit code | Text, 1 | 1,2,3,4,5,6,7 |
| EMAILADDRESS | Recipient email address; one email address, or two separated by a semi-colon | Text, 255 | eForms Enterprise only |
| OKTOEMAILSLIP | Permission granted to email slip | Yes/No | eForms Enterprise only |
| COMPANY.NAME1 | Company associated with slip | Text, 35 | eForms Enterprise only |
| COMPANY.COMPANYTAG | Tag associated with company name | Text, 10 | eForms Enterprise only |
| SLIPTAG | Subset tag | Text, 10 | eForms Enterprise only |
| CUSTOMFIELD | GUID or other unique identifier | Text, 50 | eForms Enterprise only |
| CUSTOMPASSWORD | Password for recipient PDF slip | Text, 20 | eForms Enterprise only |
Other boxes, where # is one numeral (1 to 6):
| Column Heading | Description | Type, Size | Comments & Examples |
|---|---|---|---|
| OTHERCODE# | Other code # | ||
| OTHERAMOUNT# | Other amount for code # | Currency |