T5013 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 “T5013”| Column Heading | Description | Type & Size | Comments & Examples |
|---|---|---|---|
| Main page fields | |||
| NAME1 | Family name or first line of business name | Text, 50 | Required |
| NAME2 | Given name or second line of business name | Text, 50 | |
| ADDRESS1 | Address line 1 | Text, 30 | |
| ADDRESS2 | Address line 2 | Text, 30 | |
| CITY | City | Text, 28 | |
| PROV | Province code | Text, 2 | |
| POSTAL | Postal code (including space) | Text, 10 | |
| COUNTRY | Country, in address | Text, 3 | CAN, USA, etc. |
| TYPEOFSLIP | Type of slip | Text, 1 | O–Original A–Amended C–Cancelled |
| UNITSOWNED | Partnership units held | Numeric | 8 decimals |
| MEMBERCODE | Partner code (box 002, Sch 50 box 008) | Text, 1 | 0–Limited partner 1–Specified member who is not a limited partner 2–General partner 3–Limited partner’s exempt interest 4–Nominee or agent |
| COUNTRYCODE | Country code (box 003) | Text, 3 | CAN, USA, etc. |
| RECTYPE | Recipient type (box 004) | Text, 1 | 1–Individual, other than a trust 3–Corporation 4–Association, trust, club or partnership |
| PARTNERSSHARE | Partner’s share, in % (box 005, Sch 50 box 107) | Numeric | 8 decimals |
| PARTNERID | Partner’s ID (box 006, Sch 50 box 101) | Text, 16 | |
| CCA | Capital cost allowance (box 040) | Currency |
Generic boxes where ## is two numerals (01 to 36):
| Column Heading | Description | Type & Size | Comments & Examples |
|---|---|---|---|
| X##TEXT2 | Generic box ##: Box Number | Text, 3 | |
| X##TEXT1 | Generic box ##: Province/Country | Text, 3 | |
| X##AMOUNT | Generic box ##: Amount | Currency |
Generic descriptive information boxes where ## is two numerals (01 to 12):
| Column Heading | Description | Type & Size | Comments & Examples |
|---|---|---|---|
| E##TEXT2 | Generic box ##: Box number | Text, 3 | |
| E##TEXT1 | Generic box ##: Province/Country | Text, 3 | |
| E##TEXT3 | Generic box ##: Text | Text, 25 |
Additional Headings for Schedule 50 fields::
| Column Heading | Description | Type & Size | Comments & Examples |
|---|---|---|---|
| TYPEOFPARTNER | Type of partner (Sch 50 box 105) | Text, 1 | 1–Individual 2–Corporation 3–Partnerships 4–Trust 5–Individual (non-resident) 6–Corporation (non-resident) 7–Partnership (non-resident) 8–Trust (non-resident) 9–Non-res. discretionary trust |
| DISPOSEDOFINTEREST | The partner has disposed of partnership interest during the fiscal period (Sch 50 box 110) | Yes/No | |
| INCOMEALLOCATED | Partner’s share of the net income (Sch 50 box 220) | Currency | |
| CAPITALSTART | Cost base (Sch 50 box 300) | Currency | |
| COSTOFUNITSACQ | Cost of units acquired during fiscal period (Sch 50 box 310) | Currency | |
| PREVIOUSSHARE | Partner’s share of the previous fiscal period’s net income or loss (Sch 50 box 320) | Currency | |
| CAPITALCONTRIBUTED | Capital contribution during period (Sch 50 box 330) | Currency | |
| DRAWINGS | Withdrawals in the fiscal period (Sch 50 box 340) | Currency | Must be a negative number |
| OTHERADJUSTMENTS | Other Adjustments (Sch 50 box 350) | Currency | |
| PARTNERSHARENETINCOME | Partner’s share of the fiscal period’s net income (Sch 50 box 410) | Currency | |
| PARTNERSHARERESOURCEEXPENSES | Partner’s share of the fiscal period’s resource expenses (Sch 50 box 420) | Currency | |
| NONARMSLENGTHDEBT | Non-arm’s length debt owing and/or benefits receivable (Sch 50 box 430) | Currency | |
| TEXTATTOP | Optional text to print on the slip | 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 |