T5008 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 “T5008”| Column Heading | Description | Type & Size | Comments & Examples |
|---|---|---|---|
| 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 | |
| LASTNAME1 | First recipient last name (type 1 & 2) | Text, 30 | Required for types 1 & 2 |
| FIRSTNAME1 | First recipient first name (type 1 & 2) | Text, 30 | |
| INITIAL1 | First recipient initial (type 1 & 2) | Text, 1 | |
| LASTNAME2 | Second recipient last name (type 2) | Text, 30 | |
| FIRSTNAME2 | Second recipient first name (type 2) | Text, 30 | |
| INITIAL2 | Second recipient initial (type 2) | 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 | |
| SLIPSTATUS | Report code | Text, 1 | O-Original A-Amended C-Cancelled |
| RECTYPE | Recipient type | Text, 1 | 1-Individual 2-Joint account 3-Corporation 4-Association, trust, club or partnership |
| SIN | First recipient SIN, ID or Business # | Text, 9 | |
| RECIPIENTACCOUNTNUMBER | Recipient account number | Text, 12 | |
| CURRENCY | Foreign currency | Currency | |
| DATE | Date | Date | Mmm. dd, yyyy (Apr. 1, 2025) |
| SECURITYCODE | Type code of securities | Text, 3 | BON, BO1, DOB, DO1, FUT, MET, MFT, MSC, OPC, PTI, RTS, SHS, UNT, WTS |
| SECURITYQUANTITY | Quantity of securities | Numeric, 14 | 10 digits + 4 decimals |
| SECURITYID | Identification of securities | Text, 60 | |
| ISIN | ISIN/CUISP number | Text, 12 | |
| ISININDICATOR | ISIN indicator | Numeric, 1 | 1 - The securities are not identified by a CUSIP or ISIN number 2 - The number provided is a CUSIP number 3 - The number provided is a ISIN number |
| FACEAMOUNT | Face amount (dollars only) | Currency | Dollars only, no cents |
| BOOKVALUE | Cost or book value (dollars only) | Currency | Dollars only, no cents |
| PROCEEDSAMOUNT | Proceeds of disposition or settlement amount (dollars only) | Currency | Dollars only, no cents |
| SETTLEMENTSECURITYCODE | Type code of securities received on settlement | Text, 3 | BON, BO1, DOB, DO1, FUT, MET, MFT, MSC, OPC, PTI, RTS, SHS, UNT, WTS |
| SETTLEMENTSECURITYQUANTITY | Quantity of securities received on settlement | Numeric, 14 | 10 digits + 4 decimals |
| SETTLEMENTSECURITYID | Identification of securities received on settlement | Text, 60 | |
| SETTLEMENTISIN | ISIN/CUISP settlement number | Text, 12 | |
| SETTLEMENTISININDICATOR | ISIN/CUSIP settlement number indicator | Numeric, 1 | 1 - The securities are not identified by a CUSIP or ISIN number 2 - The number provided is a CUSIP number 3 - The number provided is a ISIN number |
| 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 |
| TEXTATTOP | Optional text to print at top of slip | Text, 15 | |
| 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 |