TP-64 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 “TP64”| Column Heading | Description | Type & Size | Comments & Examples |
|---|---|---|---|
| LASTNAME | Recipient last name | Text, 30 | Required |
| FIRSTNAME | Recipient first name | Text, 30 | |
| SIN | Social insurance number | Text, 9 | |
| TAXYEAR | Taxation year | Numeric, 4 | 2025 |
| Q1YES | Q. 1, “Expense,” Yes | Text, 1 | ”X” = Checked |
| Q1NO | Q. 1, “Expense,” No | Text, 1 | ”X” = Checked |
| Q2FROM | Q. 2, “From date” | Date | Mmm. dd, yyyy (Apr. 1, 2025) |
| Q2TO | Q. 2, “To date” | Date | Mmm. dd, yyyy (Apr. 1, 2025) |
| Q3 | Q. 3, “Title or position” | Text, 75 | |
| Q4YES | Q. 4, “Remunerated by commissions,” Yes | Text, 1 | ”X” = Checked |
| Q4NO | Q. 4, “Remunerated by commissions,” No | Text, 1 | ”X” = Checked |
| Q4AMT | Q. 4, “Amount of remuneration” | Currency | |
| Q4TYPE | Q. 4, “Type of property or contract” | Text, 75 | |
| Q5YES | Q. 5, “Kilometrage allowance,” Yes | Text, 1 | ”X” = Checked |
| Q5NO | Q. 5, “Kilometrage allowance,” No | Text, 1 | ”X” = Checked |
| Q5RATESPERKM | Q. 5, “Rates per km” | Currency | |
| Q5DISTANCE | Q. 5, “Distance travelled” | Numeric, 4 | |
| Q5ALLOWANCE | Q. 5, “Total allowance” | Currency | |
| Q5AMTONR1 | Q. 5, “Amount reported on Relevé 1” | Currency | |
| Q5TYPE | Q. 5, “Type of trips covered” | Text, 75 | |
| Q6YES | Q. 6, “Allowance for expenses,” Yes | Text, 1 | ”X” = Checked |
| Q6NO | Q. 6, “Allowance for expenses,” No | Text, 1 | ”X” = Checked |
| Q6AALLOWANCE | Q. 6, “Motor vehicle allowance” | Currency | |
| Q6AREIMBURSEMENT | Q. 6, “Motor vehicle reimbursement” | Currency | |
| Q6AAMTONR1 | Q. 6, “Motor vehicle amount on Relevé 1” | Currency | |
| Q6BALLOWANCE | Q. 6, “Travel allowance” | Currency | |
| Q6BREIMBURSEMENT | Q. 6, “Travel reimbursement” | Currency | |
| Q6BAMTONR1 | Q. 6, “Travel amount on Relevé 1” | Currency | |
| Q6CALLOWANCE | Q. 6, “Other allowance” | Currency | |
| Q6CREIMBURSEMENT | Q. 6, “Other reimbursement” | Currency | |
| Q6CAMTONR1 | Q. 6, “Other amount on Relevé 1” | Currency | |
| Q6INFO | Q. 6, “Other expenses” specify | Text, 20 | |
| Q7YES | Q. 7, “Expenses on employee’s behalf,” Yes | Text, 1 | ”X” = Checked |
| Q7NO | Q. 7, “Expenses on employees behalf,” No | Text, 1 | ”X” = Checked |
| Q7TYPE | Q. 7, “Type of expenses paid” | Text, 75 | |
| Q7AMT | Q. 7, “Amount of expenses paid” | Currency | |
| Q7AMTONR1 | Q. 7, “Amount on Relevé 1” | Currency | |
| Q8YES | Q. 8, “Work away from office” Yes | Text, 1 | ”X” = Checked |
| Q8NO | Q. 8, “Work away from office” No | Text, 1 | ”X” = Checked |
| Q8A | Q. 8, “Percentage of hours at workplace” | Percentage | |
| Q8B | Q. 8, “Percentage of hours at clients’ premises/on road” | Percentage | |
| Q8C | Q. 8, “Percentage of hours at employee’s home” | Percentage | |
| Q9YES | Q. 9, “12 hours away from workplace municipality” Yes | Text, 1 | ”X” = Checked |
| Q9NO | Q. 9, “12 hours away from workplace municipality” No | Text, 1 | ”X” = Checked |
| Q9AREA | Q. 9, “Area where employee performed duties” | Text, 60 | |
| Q10YES | Q. 10, “Employee supply vehicle,” Yes | Text, 1 | ”X” = Checked |
| Q10NO | Q. 10, “Employee supply vehicle” No | Text, 1 | ”X” = Checked |
| Q11YES | Q. 11, “Travel expenses under contract,” Yes | Text, 1 | ”X” = Checked |
| Q11NO | Q. 11, “Travel expenses under contract,” No | Text, 1 | ”X” = Checked |
| Q11INFO | Q. 11, “Particulars” | Text, 75 | |
| Q12YES | Q. 12, “Purchase supplies,” Yes | Text, 1 | ”X” = Checked |
| Q12NO | Q. 12, “Purchase supplies,” No | Text, 1 | ”X” = Checked |
| Q12INFO | Q. 12, “Particulars” | Text, 75 | |
| Q13YES | Q. 13, “Pay substitute,” Yes | Text, 1 | ”X” = Checked |
| Q13NO | Q. 13, “Pay substitute,” No | Text, 1 | ”X” = Checked |
| Q14YES | Q. 14, “Employee office at workplace,” Yes | Text, 1 | ”X” = Checked |
| Q14NO | Q. 14, “Employee office at workplace,” No | Text, 1 | ”X” = Checked |
| Q15YES | Q. 15, “Employee office away from workplace,” Yes | Text, 1 | ”X” = Checked |
| Q15NO | Q. 15, “Employee office away from workplace,” No | Text, 1 | ”X” = Checked |
| Q15A | Q. 15, “Performed >50% duties at away office” | Text, 1 | ”X” = Checked |
| Q15B | Q. 15, “Office exclusively used to earn employment income” | Text, 1 | ”X” = Checked |
| Q16YES | Q. 16, “Other expenses not on form,” Yes | Text, 1 | ”X” = Checked |
| Q16NO | Q. 16, “Other expenses not on form,” No | Text, 1 | ”X” = Checked |
| Q16INFO | Q. 16, “Particulars” | Text, 75 | |
| Q17YES | Q. 17, “Incur shareman expenses,” Yes | Text, 1 | ”X” = Checked |
| Q17NO | Q. 17, “Incur shareman expenses,” No | Text, 1 | ”X” = Checked |
| Q17INFO | Q. 17, “Particulars” | Text, 75 | |
| 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 |