Import is an advanced feature available in eForms Standard and eForms Enterprise only
Cell A1 must contain “T5”
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, 30 | Required for types 1 & 2 |
| FIRSTNAME1 | First recipient first name (type 1 & 2) | Text, 30 | |
| INITIAL1 | First recipient initial (type 1 & 2) | Text, 1 | |
| LASTNAME2 | Second recipient last name (type 2) | Text, 30 | |
| FIRSTNAME2 | Second recipient first name (type 2) | Text, 30 | |
| INITIAL2 | Second recipient initial (type 2) | Text, 1 | |
| SECONDINDIVIDUAL | Indicate second entity is individual | Yes/No | |
| NAME1 | Recipient name, line 1 (type 3, 4 & 5) | Text, 50 | Required for types 3, 4 & 5 |
| NAME2 | Recipient name, line 2 (type 3, 4 & 5) | Text, 50 | |
| ADDRESS1 | Address line 1 | Text, 50 | |
| ADDRESS2 | Address line 2 | Text, 50 | |
| CITY | City | Text, 28 | |
| PROV | Province code | Text, 2 | |
| POSTAL | Postal code (including space) | Text, 10 | |
| COUNTRY | Country code | Text, 3 | |
| TAXYEAR | Taxation year | Numeric, 4 | 2025 |
| REPORTCODE | Report code (21) | Text, 1 | O-Original A-Amended C-Cancelled |
| RECTYPE | Recipient type (23) | Text, 1 | 1 - Individual |
| 2 - Joint account | |||
| 3 - Corporation | |||
| 4 - Assoc’n, trust, club or partnership | |||
| 5 - Gov’t or int’l org. | |||
| SIN | SIN/ID # or Business # (22) | Text, 15 | |
| ACTUAL | Am’t of non-eligible dividends (10) | Currency | |
| ACTUAL_E | Am’t of eligible dividends (24) | Currency | |
| INTEREST | Interest from Cdn sources (13) | Currency | |
| CAPGAINS | Capital gains dividends (18) | Currency | |
| OTHER | Other income from Cdn sources (14) | Currency | |
| FORINC | Foreign income (15) | Currency | |
| FORTAX | Foreign tax paid (16) | Currency | |
| ROYALTIES | Royalties from Cdn sources (17) | Currency | |
| ACCRUED | Accrued income: Annuities (19) | Currency | |
| RESOURCE | Resource allowance deduction (20) | Currency | |
| CAPGAINS2024 | Capital gains dividends – 01/01/2024 to 06/24/2024 (34) | Currency | |
| CURRENCY | Foreign currency code (27) | Text, 3 | |
| TRANSIT | Transit (28) | Text, 10 | |
| ACCOUNTNO | Recipient account number (29) | Text, 16 | |
| TEXTATTOP | Optional text to print at top of slip | Text, 15 | |
| 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 |