Import is an advanced feature available in eForms Standard and eForms Enterprise only
Cell A1 must contain “R18”
Columns and rows containing “NULL” in their first cell will not be imported
| Column Heading | Description | Type, Size | Comments & Examples |
|---|---|---|---|
| LASTNAME1 | First beneficiary last name (type 1 & 2) | Text, 30 | Required for types 1 & 2 |
| FIRSTNAME1 | First beneficiary first name (type 1 & 2) | Text, 30 | |
| INITIAL1 | First beneficiary initial (type 1 & 2) | Text, 1 | |
| LASTNAME2 | Second beneficiary last name (type 1 & 2) | Text, 30 | |
| FIRSTNAME2 | Second beneficiary first name (type 1 & 2) | Text, 30 | |
| INITIAL2 | Second beneficiary initial (type 1 & 2) | Text, 1 | |
| NAME1 | Beneficiary name line 1 (type 3 & 4) | Text, 50 | Required for types 3 & 4 |
| NAME2 | Beneficiary name line 2 (type 3 & 4) | 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, in address | Text, 3 | CAN, USA, etc. |
| TAXYEAR | Tax year | Numeric, 4 | 2025 |
| RECIPIENTNUMBER | Recipient number | Text, 20 | |
| RECTYPE | Recipient type | Text, 1 | 1-Individual 2-Joint account 3-Corporation 4-Association, trust, club or partnership |
| REPORTCODE | Status of slip | Text, 1 | R-Original A-Amended D-Cancelled |
| SIN | Beneficiary SIN | Text, 9 | |
| SIN2 | Second beneficiary SIN | Text, 9 | |
| CURRENCY | Currency code | Text, 3 | CAD, USD, EUR & etc. |
| DATETRANSACTION | Date of transaction | Date | Mmm. dd, yyyy (Apr. 1, 2025) |
| CODEOFSECURITY | Code for type of security | Text, 3 | OBL, DRO, DEN, ACT, TIT, BON, OPE, UNI, MET, DIV, CON |
| NUMBEROFSECURITIES | Number of securities | Numeric, 16 | 12 digits + 4 decimals |
| DESCRIPTIONOFSECURITIES | Description of securities | Text, 60 | |
| IDNUMBER | Identification number of the values | Text, 12 | |
| FACEVALUE | Face value | Currency | |
| COSTORBOOKVALUE | Cost or book value | Currency | |
| PROCEEDSOFDISPOSITION | Proceeds of disposition or settlement amounts | Currency | |
| CODEOFSECURITYRECEIVED | Code for type of security received in exchange | Text, 3 | OBL, DRO, DEN, ACT, TIT, BON, OPE, UNI, MET, DIV, CON |
| NUMBEROFSECURITIESRECEIVED | Number of securities received in exchange | Numeric, 13 | 9 digits + 4 decimals |
| DESCRIPTIONOFSECURITIESRECEIVED | Description of securities received in exchange | Text, 60 | |
| SERIAL | Sequential (Relevé) number of paper slip | Numeric, 9 | |
| SERIALORIGINAL | Sequential (Relevé) number of previously-filed paper slip (user-entered) | Numeric, 9 | |
| SERIALMM | Sequential (Relevé) number of XML slip | Numeric, 9 | |
| SERIALMMPREVIOUS | Sequential (Relevé) number of previously-filed XML slip | Numeric, 9 | |
| 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.NAME | 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 |
Generic boxes where ## is two numerals (01 to 04):
| Column Heading | Description | Type, Size | Comments & Examples |
|---|---|---|---|
| XBOX## | Additional Information - Box ##: Box number | Text, 7 | |
| XAMT## | Additional Information - Box ##: Currency data | Currency | |
| XTXT## | Additional 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 |