Import is an advanced feature available in eForms Standard and eForms Enterprise only
Cell A1 must contain “TP64”
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 | |
| SIN | Social insurance number | Text, 9 | |
| TAXYEAR | Taxation year | Numeric, 4 | 2025 |
| Q1YES | Q. 1, “Expense,” Yes | Text, 1 | ”X” = Checked |
| Q1NO | Q. 1, “Expense,” No | Text, 1 | ”X” = Checked |
| Q2FROM | Q. 2, “From date” | Date | Mmm. dd, yyyy (Apr. 1, 2025) |
| Q2TO | Q. 2, “To date” | Date | Mmm. dd, yyyy (Apr. 1, 2025) |
| Q3 | Q. 3, “Title or position” | Text, 75 | |
| Q4YES | Q. 4, “Remunerated by commissions,” Yes | Text, 1 | ”X” = Checked |
| Q4NO | Q. 4, “Remunerated by commissions,” No | Text, 1 | ”X” = Checked |
| Q4AMT | Q. 4, “Amount of remuneration” | Currency | |
| Q4TYPE | Q. 4, “Type of property or contract” | Text, 75 | |
| Q5YES | Q. 5, “Kilometrage allowance,” Yes | Text, 1 | ”X” = Checked |
| Q5NO | Q. 5, “Kilometrage allowance,” No | Text, 1 | ”X” = Checked |
| Q5RATESPERKM | Q. 5, “Rates per km” | Currency | |
| Q5DISTANCE | Q. 5, “Distance travelled” | Numeric, 4 | |
| Q5ALLOWANCE | Q. 5, “Total allowance” | Currency | |
| Q5AMTONR1 | Q. 5, “Amount reported on Relevé 1” | Currency | |
| Q5TYPE | Q. 5, “Type of trips covered” | Text, 75 | |
| Q6YES | Q. 6, “Allowance for expenses,” Yes | Text, 1 | ”X” = Checked |
| Q6NO | Q. 6, “Allowance for expenses,” No | Text, 1 | ”X” = Checked |
| Q6AALLOWANCE | Q. 6, “Motor vehicle allowance” | Currency | |
| Q6AREIMBURSEMENT | Q. 6, “Motor vehicle reimbursement” | Currency | |
| Q6AAMTONR1 | Q. 6, “Motor vehicle amount on Relevé 1” | Currency | |
| Q6BALLOWANCE | Q. 6, “Travel allowance” | Currency | |
| Q6BREIMBURSEMENT | Q. 6, “Travel reimbursement” | Currency | |
| Q6BAMTONR1 | Q. 6, “Travel amount on Relevé 1” | Currency | |
| Q6CALLOWANCE | Q. 6, “Other allowance” | Currency | |
| Q6CREIMBURSEMENT | Q. 6, “Other reimbursement” | Currency | |
| Q6CAMTONR1 | Q. 6, “Other amount on Relevé 1” | Currency | |
| Q6INFO | Q. 6, “Other expenses” specify | Text, 20 | |
| Q7YES | Q. 7, “Expenses on employee’s behalf,” Yes | Text, 1 | ”X” = Checked |
| Q7NO | Q. 7, “Expenses on employees behalf,” No | Text, 1 | ”X” = Checked |
| Q7TYPE | Q. 7, “Type of expenses paid” | Text, 75 | |
| Q7AMT | Q. 7, “Amount of expenses paid” | Currency | |
| Q7AMTONR1 | Q. 7, “Amount on Relevé 1” | Currency | |
| Q8YES | Q. 8, “Work away from office” Yes | Text, 1 | ”X” = Checked |
| Q8NO | Q. 8, “Work away from office” No | Text, 1 | ”X” = Checked |
| Q8A | Q. 8, “Percentage of hours at workplace” | Percentage | |
| Q8B | Q. 8, “Percentage of hours at clients’ premises/on road” | Percentage | |
| Q8C | Q. 8, “Percentage of hours at employee’s home” | Percentage | |
| Q9YES | Q. 9, “12 hours away from workplace municipality” Yes | Text, 1 | ”X” = Checked |
| Q9NO | Q. 9, “12 hours away from workplace municipality” No | Text, 1 | ”X” = Checked |
| Q9AREA | Q. 9, “Area where employee performed duties” | Text, 60 | |
| Q10YES | Q. 10, “Employee supply vehicle,” Yes | Text, 1 | ”X” = Checked |
| Q10NO | Q. 10, “Employee supply vehicle” No | Text, 1 | ”X” = Checked |
| Q11YES | Q. 11, “Travel expenses under contract,” Yes | Text, 1 | ”X” = Checked |
| Q11NO | Q. 11, “Travel expenses under contract,” No | Text, 1 | ”X” = Checked |
| Q11INFO | Q. 11, “Particulars” | Text, 75 | |
| Q12YES | Q. 12, “Purchase supplies,” Yes | Text, 1 | ”X” = Checked |
| Q12NO | Q. 12, “Purchase supplies,” No | Text, 1 | ”X” = Checked |
| Q12INFO | Q. 12, “Particulars” | Text, 75 | |
| Q13YES | Q. 13, “Pay substitute,” Yes | Text, 1 | ”X” = Checked |
| Q13NO | Q. 13, “Pay substitute,” No | Text, 1 | ”X” = Checked |
| Q14YES | Q. 14, “Employee office at workplace,” Yes | Text, 1 | ”X” = Checked |
| Q14NO | Q. 14, “Employee office at workplace,” No | Text, 1 | ”X” = Checked |
| Q15YES | Q. 15, “Employee office away from workplace,” Yes | Text, 1 | ”X” = Checked |
| Q15NO | Q. 15, “Employee office away from workplace,” No | Text, 1 | ”X” = Checked |
| Q15A | Q. 15, “Performed >50% duties at away office” | Text, 1 | ”X” = Checked |
| Q15B | Q. 15, “Office exclusively used to earn employment income” | Text, 1 | ”X” = Checked |
| Q16YES | Q. 16, “Other expenses not on form,” Yes | Text, 1 | ”X” = Checked |
| Q16NO | Q. 16, “Other expenses not on form,” No | Text, 1 | ”X” = Checked |
| Q16INFO | Q. 16, “Particulars” | Text, 75 | |
| Q17YES | Q. 17, “Incur shareman expenses,” Yes | Text, 1 | ”X” = Checked |
| Q17NO | Q. 17, “Incur shareman expenses,” No | Text, 1 | ”X” = Checked |
| Q17INFO | Q. 17, “Particulars” | Text, 75 | |
| 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 |