T5 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 “T5”| Column Heading | Description | Type & Size | Comments & Examples |
|---|---|---|---|
| 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 | |
| SECONDINDIVIDUAL | Indicate second entity is individual | 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 |
| REPORTCODE | Report code (21) | Text, 1 | O-Original A-Amended C-Cancelled |
| RECTYPE | 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. |
| SIN | SIN/ID # or Business # (22) | Text, 15 | |
| ACTUAL | Am’t of non-eligible dividends (10) | Currency | |
| ACTUAL_E | Am’t of eligible dividends (24) | Currency | |
| INTEREST | Interest from Cdn sources (13) | Currency | |
| CAPGAINS | Capital gains dividends (18) | Currency | |
| OTHER | Other income from Cdn sources (14) | Currency | |
| FORINC | Foreign income (15) | Currency | |
| FORTAX | Foreign tax paid (16) | Currency | |
| ROYALTIES | Royalties from Cdn sources (17) | Currency | |
| ACCRUED | Accrued income: Annuities (19) | Currency | |
| RESOURCE | Resource allowance deduction (20) | Currency | |
| CAPGAINS2024 | Capital gains dividends – 01/01/2024 to 06/24/2024 (34) | Currency | |
| CURRENCY | Foreign currency code (27) | Text, 3 | |
| TRANSIT | Transit (28) | Text, 10 | |
| ACCOUNTNO | Recipient account number (29) | Text, 16 | |
| 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 |