RRSP 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 “RRSP”| Column Heading | Description | Type & Size | Comments & Examples |
|---|---|---|---|
| LASTNAME1 | Contributor last name | Text, 35 | Required |
| FIRSTNAME1 | Contributor first name | Text, 47 | |
| INITIAL1 | Contributor initial | Text, 1 | |
| LASTNAME2 | Annuitant last name | Text, 35 | |
| FIRSTNAME2 | Annuitant first name | Text, 47 | |
| INITIAL2 | Annuitant 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 code | Text, 3 | |
| SIN1 | Contributor Social Insurance Number | Numeric, 9 | |
| SIN2 | Annuitant Social Insurance Number | Numeric, 9 | |
| SAMEINDIVIDUAL | Select if contributor and annuitant are same individual | Yes/No | No |
| SLIPSTATUS | Status of slip | Text, 1 | O-Original A-Amended C-Cancelled |
| YEAR | Year of contribution ( | Numeric, 4 | 2025 |
| PLANNUMBER | RRSP specimen plan number | Text, 20 | |
| CONTRACTNUMBER | Contract number | Text, 12 | |
| CONTRIBUTORID | Contributor indicator | Numeric, 1 | 1 - Partner has never contributed 2 - Partner has contributed |
| PRIORAMOUNT | Amount from prior year | Currency | |
| CURRENTAMOUNT | Amount from current year | Currency | |
| 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 |