Import is an advanced feature available in eForms Standard and eForms Enterprise only
Cell A1 must contain “TFSA”
Columns and rows containing “NULL” in their first cell will not be imported
| Column Heading | Description | Type, Size | Comments & Examples |
|---|---|---|---|
| CONTRACTNUMBER | Contract number | Text, 30 | |
| SLIPSTATUS | Status of slip | Text, 1 | O-Original A-Amended C-Cancelled |
| LASTNAME | Employee last name | Text, 30 | Required |
| FIRSTNAME | Employee first name | Text, 30 | |
| INITIAL | Employee initial | Text, 1 | |
| 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 | |
| SIN | Social insurance number (12) | Numeric, 9 | |
| BIRTHDATE | TFSA holder birthdate | Date | Mmm. dd, yyyy (Apr. 1, 2025) |
| ACCOUNTCLOSEDTHISYEAR | Account closed this year, Yes | Text, 1 | ”X” = Checked |
| ACCOUNTCLOSEDTHISYEARNO | Account closed this year, No | Text, 1 | ”X” = Checked |
| CLOSEDDATE | TFSA closed date | Date | Mmm. dd, yyyy (Apr. 1, 2025) |
| CALENDARYEARENDFAIRMARKETVALUE | Calendar year end fair market value | Currency | |
| NEWACCOUNTTHSIYEAR | New TFSA account this year for holder, Yes | Text, 1 | ”X” = Checked |
| NEWACCOUNTTHISYEARNO | New TFSA account this year for holder, No | Text, 1 | ”X” = Checked |
| IDENTINACTIVE | No transactions for this identity | Text, 1 | ”X” = Checked |
| TRANSACTIONDATE | Transaction date | Date | Mmm. dd, yyyy (Apr. 1, 2025) |
| CONTRIBUTIONAMOUNT | Contribution amount | Currency | |
| WITHDRAWALAMOUNT | Withdrawal amount | Currency | |
| FORMERSPOUSELASTNAME | Surname of former spouse | Text, 30 | |
| FORMERSPOUSEFIRSTNAME | First name of former spouse | Text, 30 | |
| FORMERSPOUSESIN | SIN of former spouse | Text 11 | |
| MARRIAGEBREAKDOWNTRANSFEROUT | Marriage breakdown transfer out fair market value | Currency | |
| MARRIAGEBREAKDOWNTRANSFERIN | Marriage breakdown transfer in fair market value | Currency | |
| ACUISITIONOFNONQUALIFIED | Acquisition of non-qualified investment fair market value | Currency | |
| WITHDRAWALOFNONQUALIFIED | Withdrawal of non-qualified investment fair market value | Currency | |
| DEATHDATE | TFSA holder date of death | Date | Mmm. dd, yyyy (Apr. 1, 2025) |
| SUCCESSORHOLDER | Successor holder account, Yes | Text, 1 | ”X” = Checked |
| SUCCESSORHOLDERNO | Successor holder account, No | Text, 1 | ”X” = Checked |
| FAIRMARKETVALUEATDEATH | TFSA holder fair market value at time of death | Currency | |
| DECEASEDLASTNAME | Surname of deceased holder | Text, 30 | |
| DECEASEDFIRSTNAME | First name of deceased holder | Text, 30 | |
| DECEASEDINITIAL | Initial of deceased holder | Text, 1 | |
| DECEASEDSIN | SIN of deceased holder | Text, 11 | |
| DECEASEDDATE | Date of death of deceased holder | Date | Mmm. dd, yyyy (Apr. 1, 2025) |
| 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 |