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
Use this table to import Relevé 3 data with T5 data, see bottom of this table for Relevé 3 specific fields
| Column Heading | Description | Type, Size | Comments & Examples |
|---|---|---|---|
| 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 | |
| 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 | |
| FIRSTINDIVIDUAL | Indicate first entity is individual (R3) | Yes/No | |
| 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 | |
| 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 (R, A or D on filed Relevé 3s) |
| 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 | First recip. SIN/ID # or Business # (22) | Text, 15 | |
| SIN2 | Second recip. SIN/ID # (R3) | 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, D) | Currency | |
| CAPGAINS | Capital gains dividends (18, I) | Currency | |
| OTHER | Other income from Cdn sources (14) | Currency | |
| FORINC | Foreign income (15, F) | Currency | |
| FORTAX | Foreign tax paid (16, G) | Currency | |
| ROYALTIES | Royalties from Cdn sources (17, H) | Currency | |
| ACCRUED | Accrued income: Annuities (19, J) | 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 |
| ADDITIONAL HEADINGS FOR Relevé 3 FIELDS | |||
| NEEDR3 | Relevé 3 required for recipient | Yes/No | |
| ISINTERESTSAVINGSBONDS | Is interest from Fed./Qué. savings bonds | Yes/No | |
| ACCOUNTNOR3 | Other ID/Recipient Number R3 | Text, 16 | |
| SERIAL | Relevé No. of paper slip | Numeric, 9 | |
| SERIALORIGINAL | Relevé No. of previously-filed paper slip (user-entered) | Numeric, 9 | |
| SERIALMM | Relevé No. of XML slip | Numeric, 9 | |
| SERIALMMPREVIOUS | Relevé No. of previously-filed XML slip | Numeric, 9 | |
| ACTUALR3 | Am’t of non-eligible dividends (B) | Currency | See Note 1 below |
| ACTUALR3_E | Am’t of eligible dividends (C) | Currency | See Note 1 below |
| INTERESTR3 | Interest from Cdn sources (D) | Currency | See Note 1 below |
| CAPGAINSR3 | Capital gains dividends (I) | Currency | See Note 1 below |
| OTHERR3 | Other income from Cdn sources () | Currency | See Note 1 below |
| FORINCR3 | Foreign income (F) | Currency | See Note 1 below |
| FORTAXR3 | Foreign tax paid (G) | Currency | See Note 1 below |
| ROYALTIESR3 | Royalties from Cdn sources (H) | Currency | See Note 1 below |
| ACCRUEDR3 | Accrued income: Annuities (J) | Currency | See Note 1 below |
| TEXTATTOPR3 | Optional text to print at top of slip | Text, 15 |
Generic boxes where ## is two numerals (01 to 04):
| Column Heading | Description | Type, Size | Comments & Examples |
|---|---|---|---|
| XBOX## | Add’l Information box ## - Box number | Text, 7 | |
| XAMT## | Add’l information box ## - Currency data | Currency | |
| XTXT## | Add’l information box ## - Character data | Text, 20 | |
| CUSTOMFIELD | GUID or other unique identifier | Text, 50 | eForms Enterprise only |
| CUSTOMPASSWORD | Password for recipient PDF slip | Text, 20 | eForms Enterprise only |
Note - These fields will be ignored by the import unless the “Do not synchronize numerical information on T5/Relevé 3 slips associated with this company” checkbox is selected on the Advanced page of the company information screen