FHSAX 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 “FHSAX”| 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 | |
| SIN | Social insurance number | Text, 9 | |
| FHSACONTRACTNUMBER | FHSA contract number | Text, 30 | |
| DATEOFBIRTH | Recipient date of birth | Date | Mmm, dd, yyyy |
| DATEOFDEATH | Recipient date of death | Date | Mmm, dd, yyyy |
| HOLDERDEATHFAIRMARKETVALUE | Fair market value at time of death | Currency | |
| UNIQUESLIPNUMBER | Unique slip number (USN) | Text, 20 | |
| SLIPSTATUS | Slip report type code | Text, 1 | O-Original A-Amended C-Cancelled |
| FHSANEWACCOUNTINDICATOR | New FHSA account indicator | Yes/No | |
| FHSAACCOUNTCLOSEDINDICATOR | FHSA account closed indicator | Yes/No | |
| FHASACCOUNTCLOSEDDATE | FHSA account closed date | Date | Mmm, dd, yyyy |
| FHSASUCCESSORACCOUNTINDICATOR | Successor holder account indicator | Yes/No | |
| FHSABENEFICIARYINDICATOR | FHSA beneficiary indicator | Yes/No | |
| TOTALHFSADISTRIBUTIONBENEFICIARYCOUNT | Total number of beneficiaries | Numeric, 6 | |
| DECEASEDACCOUNTHOLDERFHSACONTRACTNUMBER | Deceased account holder FHSA contract number | Text, 30 | |
| DECEASEDACCOUNTHOLDERSIN | Deceased account holder SIN | Text, 9 | |
| DECEASEDACCOUNTHOLDERDEATHDATE | Deceased account holder date of death | Date | Mmm, dd, yyyy |
| CALENDARYEARENDFAIRMARKETVALUE | Calendar year-end fair market value | Currency | |
| TRANSACTIONDATE | Transaction date | Date | Mmm, dd, yyyy |
| TRANSACTIONSEQUENCE | Transaction sequence on this day for this USN | Numeric, 10 | |
| CONTRIBUTION | Contribution | Currency | |
| FHSADEEMEDTRANSFER | FHSA deemed transfer | Currency | |
| QUALIFYINGWITHDRAWAL | Qualifying withdrawal | Currency | |
| TAXABLEWITHDRWAL | Taxable withdrawal | Currency | |
| INCOMETAXDEDUCTED | Income tax deducted | Currency | |
| FHSATRANSFERIN | FHSA transfer in | Currency | |
| FHSATRANSFEROUT | FHSA transfer out | Currency | |
| RRSPTRANSFERIN | RRSP transfer in | Currency | |
| SPOUSALRRSPTRANSFERIN | Spousal RRSP transfer in | Currency | |
| FAIRMARKETVALUEIMMEDIATLYPRIORTRANSFEROUT | Fair market value immediately prior to transfer out | Currency | |
| RRSPRRIFTRANSFEROUT | RRSP/RRIF transfer out | Currency | |
| DESIGNATEDRRSPRRIFTRANSFEROUT | Designated - RRSP/RRIF transfer out | Currency | |
| DESIGNATEDWITHDRAWAL | Designated - withdrawal | Currency | |
| FHSABENEFICIARYDISTRIBUTIONOUT | FHSA beneficiary distribution out | Currency | |
| FHSABENEFICIARYDISTRIBUTIONRECEIVED | FHSA beneficiary distribution received | Currency | |
| FHSATRANSFEROUTTOSURVIVOR | FHSA transfer out to survivor | Currency | |
| RRSPRRIFTRANSFEROUTTOSURVIVOR | RRSP/RRIF transfer out to survivor | Currency | |
| SURVIVORFHSATRANSFERIN | Survivor FHSA transfer in | Currency | |
| FHSACESSATIONHOLDERDEEMEDRECEIVED | Amount deemed received on FHSA cessation | Currency | |
| SECURITYFORLOAN | Security for a loan | Currency | |
| NONQUALIFIEDINVESTMENTACQUISITION | Acquisition of non-qualified investment | Currency | |
| NONQUALIFIEDINVESTMENTDISPOSITION | Disposition of non-qualified investment | Currency | |
| MARRIAGEBREAKDOWNFHSATRANSFERIN | Marriage breakdown - FHSA transfer in | Currency | |
| MARRIAGEBREAKDOWNFHSATRANSFEROUT | Marriage breakdown - FHSA transfer out | Currency | |
| MARRIAGEBREAKDOWNRRSPRRIFTRANSFEROUT | Marriage breakdown - RRSP.RRIF transfer out | Currency | |
| ACCOUNTHOLDERFORMERSPOUSEFAMILYNAME | Family name of former spouse or common-law partner | Text, 30 | |
| ACCOUNTHOLDERFORMERSPOUSEGIVENNAME | Given name of former spouse or common-law partner | Text, 30 | |
| ACCOUNTHOLDERFORMERSPOUSESIN | SIN of former spouse or common-law partner | Text, 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 | 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 |