Import is an advanced feature available in eForms Standard and eForms Enterprise only
Cell A1 must contain “R2”
Columns and rows containing “NULL” in their first cell will not be imported
Column Heading | Description | Type, Size | Comments & Examples |
---|---|---|---|
LASTNAME | Recipient last name | Text, 30 | Required |
FIRSTNAME | Recipient first name | Text, 30 | |
INITIAL | Recipient 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, in address | Text, 3 | CAN, USA, etc. |
SOURCE1 | Source of income | Text, 6 | |
BENEFICIARYNUM | Employer assigned number | Text, 20 | |
ANNUITY | Life annuity payments amount | Currency | Box A |
BENEFIT | RRSP, RRIF, DPSP benefit amount | Currency | Box B |
OTHERPAYMENT | Other Payment amount | Currency | Box C |
REFUNDRRSPSPOUSE | Refunded RRSP amounts | Currency | Box D |
DEATHBENEFIT | Value of benefit at time of death | Currency | Box E |
REFUNDRRSPUNDEDUCTED | Amount of refunded excess RRSP | Currency | Box F |
REVOCATION | Value of benefit before amendment | Currency | Box G |
OTHERINCOME | All other income | Currency | Box H |
DEDUCTION | Amount giving entitlement to deduction | Currency | Box I |
TAX | Amount of Québec tax held at source | Currency | Box J |
INCOMEAFTERDEATH | Income earned after death amount | Currency | Box K |
LIFELONGLEARNING | Life Long Learning Plan amount | Currency | Box L |
TAXPAIDAMOUNT | Tax paid amount | Currency | Box M |
SIN | Social insurance number | Text, 9 | |
SIN2 | Spouse’s social insurance number | Text, 9 | Box N |
HOMEBUYER | Withdrawal under HBP | Currency | Box O |
REPORTCODE | Status of slip | Text, 1 | R-Original, A-Amended D-Cancelled |
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.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 |
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 |