AGR-1 Data Import Headings
Import is available in eForms Standard and eForms Enterprise only
(these headings are also used in the import files for AvanTax Filing Services)
QuickHelps Video - Import data from Excel (CSV & XLSX)
Columns and rows containing “NULL” in their first cell will not be imported.
Cell A1 MUST contain “AGR1”| Column Heading | Description | Type & Size | Comments & Examples |
|---|---|---|---|
| RECTYPE | Recipient type | Text, 1 | 1 - Individual 3 - Corporation 4 - Association, trust, club or partnership |
| LASTNAME | Recipient last name (type 1) | Text, 30 | Required for types 1, 3 & 4 |
| FIRSTNAME | Recipient first name (type 1) | Text, 30 | |
| INITIAL | Recipient initial (type 1) | Text, 1 | |
| NAME1 | Recipient name line 1 (type 3 & 4) | Text, 50 | Required for types 3 & 4 |
| NAME2 | Recipient 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 | ON, QC, etc. |
| POSTAL | Postal code | Text, 10 | |
| COUNTRY | Country | Text, 3 | CAN, USA, etc. |
| YEAR | Year | Numeric, 4 | 2025 |
| SIN | SIN | Numeric, 9 | |
| SEQUENCE | Sequence Number | Numeric, 9 | |
| TRUST | Trust account number | Text, 9 | |
| PARTNERSHIP | Partnership account number | Text, 15 | |
| RECBN | Business number | Text, 15 | |
| INCOME | Income, grants and subsidies (14) | Currency | |
| GAIN | Gain on settlement of debt (15) | Currency | |
| INSURANCE | Gross insurance proceeds (16) | Currency | |
| OVERPAY | Overpayment recapture (17) | Currency | |
| INVESTMENT | Investment income (18) | Currency | |
| FOOTNOTES | Footnotes (22) | Text, 60 | |
| PRGCODE1 | Program 1 code | Numeric, 3 | |
| PRGNAME1 | Program 1 name | Text, 60 | |
| PRGAMOUNT1 | Program 1 amount | Currency | |
| PRGBOX1 | Program 1 box | Numeric, 2 | |
| PRGCODE2 | Program 2 code | Numeric, 3 | |
| PRGNAME2 | Program 2 name | Text, 60 | |
| PRGAMOUNT2 | Program 2 amount | Currency | |
| PRGBOX2 | Program 2 box | Numeric, 2 | |
| PRGCODE3 | Program 3 code | Numeric, 3 | |
| PRGNAME3 | Program 3 name | Text, 60 | |
| PRGAMOUNT3 | Program 3 amount | Currency | |
| PRGBOX3 | Program 3 box | Numeric, 2 | |
| PRGCODE4 | Program 4 code | Numeric, 3 | |
| PRGNAME4 | Program 4 name | Text, 60 | |
| PRGAMOUNT4 | Program 4 amount | Currency | |
| PRGBOX4 | Program 4 box | Numeric, 2 | |
| PRGCODE5 | Program 5 code | Numeric, 3 | |
| PRGNAME5 | Program 5 name | Text, 60 | |
| PRGAMOUNT5 | Program 5 amount | Currency | |
| PRGBOX5 | Program 5 box | Numeric, 2 | |
| 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 | AvanTax eForms Enterprise & AvanTax Filing Services |
| OKTOEMAILSLIP | Permission granted to email slip | Yes/No | AvanTax eForms Enterprise & AvanTax Filing Services |
| COMPANY.NAME1 | Company associated with slip | Text, 35 | AvanTax eForms Enterprise & AvanTax Filing Services |
| COMPANY.COMPANYTAG | Tag associated with company name | Text, 10 | AvanTax eForms Enterprise & AvanTax Filing Services |
| SLIPTAG | Subset tag | Text, 10 | AvanTax eForms Enterprise & AvanTax Filing Services |
| CUSTOMFIELD | GUID or other unique identifier | Text, 50 | AvanTax eForms Enterprise & AvanTax Filing Services |
| CUSTOMPASSWORD | Password for recipient PDF slip | Text, 20 | AvanTax eForms Enterprise & AvanTax Filing Services |
| NOTES | Notes | Text, 255 |