Relevé 3 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 “R3”| Column Heading | Description | Type & Size | Comments & Examples |
|---|---|---|---|
| LASTNAME1 | First recipient last name (type 1, 2, 6 & 7) | Text, 30 | Required for types 1, 2, 6 & 7 |
| FIRSTNAME1 | First recipient first name (type 1, 2, 6 & 7) | Text, 30 | |
| INITIAL1 | First recipient initial (type 1, 2, 6 & 7) | Text, 1 | |
| FIRSTINDIVIDUAL | Indicate first entity is individual (type 7) | Yes/No | |
| LASTNAME2 | Second recipient last name (type 2, 6 & 7) | Text, 30 | |
| FIRSTNAME2 | Second recipient first name (type 2, 6, & 7) | Text, 30 | |
| INITIAL2 | Second recipient initial (type 2, 6 & 7) | Text, 1 | |
| SECONDINDIVIDUAL | Indicate second entity is individual (type 2, 6 & 7) | Yes/No | |
| NAME1 | Recipient name, line 1 (type 3, 4 & 5) | Text, 50 | Required for types 3, 4 & 5 |
| NAME2 | Recipient name, line 2 (type 3, 4 & 5) | Text, 50 | |
| 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 | |
| TAXYEAR | Taxation year | Numeric, 4 | 2025 |
| REPORTCODER3 | Report code (21) | Text, 1 | R-Original A-Amended D-Cancelled |
| RECTYPER3 | Recipient type (23) | Text, 1 | 1-Individual 2-Joint account 3-Corporation 4-Assoc’n, trust, club or partnership 5-Gov’t or int’l org. 6-Spouse or trust settlor of deceased person 7-Holder of joint account other than 2 |
| SIN | First recip. SIN/ID # or Business # (22) | Text, 15 | |
| SIN2 | Second recip. SIN/ID # | Text, 15 | |
| ISINTERESTSAVINGSBONDS | Is interest from Fed./Qué. savings bonds | Yes/No | |
| ACCOUNTNOR3 | Other ID/Recipient Number R3 | Text, 12 | |
| ACTUALR3 | Am’t of non-eligible dividends (B) | Currency | |
| ACTUALR3_E | Am’t of eligible dividends (C) | Currency | |
| INTERESTR3 | Interest from Cdn sources (D) | Currency | |
| CAPGAINSR3 | Capital gains dividends (I) | Currency | |
| OTHERR3 | Other income from Cdn sources () | Currency | |
| FORINCR3 | Foreign income (F) | Currency | |
| FORTAXR3 | Foreign tax paid (G) | Currency | |
| ROYALTIESR3 | Royalties from Cdn sources (H) | Currency | |
| ACCRUEDR3 | Accrued income: Annuities (J) | Currency | |
| CURRENCY | Foreign currency code (27) | Text, 3 | |
| TRANSIT | Transit (28) | Text, 10 | |
| SERIAL | Relevé No. of paper slip | Numeric, 9 | |
| SERIALORIGINAL | Relevé No. of previously-filed paper slip (user-entered) | Numeric, 9 | |
| SERIALMM | Relevé No. of XML slip | Numeric, 9 | |
| SERIALMMPREVIOUS | Relevé No. of previously-filed XML slip | Numeric, 9 | |
| TEXTATTOPR3 | Optional text to print at top of slip | Text, 15 |
Generic boxes where ## is two numerals (01 to 04):
| Column Heading | Description | Type & Size | Comments & Examples |
|---|---|---|---|
| XBOX## | Add’l Information box ## - Box number | Text, 7 | |
| XAMT## | Add’l information box ## - Currency data | Currency | |
| XTXT## | Add’l information box ## - Character data | Text, 20 | |
| 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 |