FHSA 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 “FHSA”| 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 | |
| SLIPSTATUS | Status of slip | Text, 1 | O-Original A-Amended C-Cancelled |
| CONTRIBUTIONS | Contributions (18) | Currency | |
| QUALIFYINGWITHDRAWALS | Qualifying withdrawals (20) | Currency | |
| TAXABLEWITHDRAWALS | Taxable withdrawals (22) | Currency | |
| BENEFICIARYDISTRIBUTIONSRECEIVED | FHSA beneficiary distributions received (24) | Currency | |
| DEEMEDRECEIVEDONCESSATION | Amount deemed received on FHSA cessation (26) | Currency | |
| SECURITYFORLOAN | Security for a loan (28) | Currency | |
| INCOMETAX | Income tax deducted (30) | Currency | |
| RRSPTRANSFERSIN | RRSP transfers in (32) | Currency | |
| SPOUSALRRSPTRANSFERSIN | Spousal RRSP transfers in (34) | Currency | |
| DESIGNATEDTRANSFERSOUT | Designated - RRSP/RRIF transfers out (36) | Currency | |
| DESIGNATEDWITHDRAWALS | Designated - Withdrawals (38) | Currency | |
| SIN | Social insurance number (12) | Text, 9 | |
| FHSACONTRACTNUMBER | FHSA contract Number (14) | Text, 30 | |
| 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 |