Relevé 2 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 “R2”| Column Heading | Description | Type & Size | Comments & Examples |
|---|---|---|---|
| LASTNAME | Recipient last name | Text, 30 | Required |
| FIRSTNAME | Recipient first name | Text, 30 | |
| INITIAL | Recipient initial | 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, in address | Text, 3 | CAN, USA, etc. |
| SOURCE1 | Source of income | Text, 6 | |
| BENEFICIARYNUM | Employer assigned number | Text, 20 | |
| ANNUITY | Life annuity payments amount | Currency | Box A |
| BENEFIT | RRSP, RRIF, DPSP benefit amount | Currency | Box B |
| OTHERPAYMENT | Other Payment amount | Currency | Box C |
| REFUNDRRSPSPOUSE | Refunded RRSP amounts | Currency | Box D |
| DEATHBENEFIT | Value of benefit at time of death | Currency | Box E |
| REFUNDRRSPUNDEDUCTED | Amount of refunded excess RRSP | Currency | Box F |
| REVOCATION | Value of benefit before amendment | Currency | Box G |
| OTHERINCOME | All other income | Currency | Box H |
| DEDUCTION | Amount giving entitlement to deduction | Currency | Box I |
| TAX | Amount of Québec tax held at source | Currency | Box J |
| INCOMEAFTERDEATH | Income earned after death amount | Currency | Box K |
| LIFELONGLEARNING | Life Long Learning Plan amount | Currency | Box L |
| TAXPAIDAMOUNT | Tax paid amount | Currency | Box M |
| SIN | Social insurance number | Text, 9 | |
| SIN2 | Spouse’s social insurance number | Text, 9 | Box N |
| HOMEBUYER | Withdrawal under HBP | Currency | Box O |
| REPORTCODE | Status of slip | Text, 1 | R-Original, A-Amended D-Cancelled |
| SERIAL | Sequential (Relevé) number of paper slip | Numeric, 9 | |
| SERIALORIGINAL | Sequential (Relevé) number of previously-filed paper slip (user-entered) | Numeric, 9 | |
| SERIALMM | Sequential (Relevé) number of XML slip | Numeric, 9 | |
| SERIALMMPREVIOUS | Sequential (Relevé) number of previously-filed XML slip | Numeric, 9 | |
| 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 |
Generic boxes where ## is two numerals (01 to 04):
| Column Heading | Description | Type & Size | Comments & Examples |
|---|---|---|---|
| XBOX## | Additional Information - Box ##: Box number | Text, 7 | |
| XAMT## | Additional Information - Box ##: Currency data | Currency | |
| XTXT## | Additional Information - Box ##: Character data | Text, 20 | |
| 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 |