Relevé 5 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 “R5”| 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 code | Text, 3 | |
| SIN | S.I.N. of beneficiary | Numeric, 9 | |
| YEAR | Taxation year | Numeric, 4 | 2025 |
| REPORTCODE | Report code | Text, 1 | R-Original, A-Amended D-Cancelled |
| BOXA | Social assistance payments (A) | Currency | |
| BOXB | Other government financial assistance (B) | Currency | |
| BOXC | Workers’ compensation received from CNESST (C) | Currency | |
| BOXD | Indemnities from SAAQ (D) | Currency | |
| BOXE | Other income (E) | Currency | |
| BOXH | Total repayment of social assistance payments (H) | Currency | |
| BOXI | Repayments related to a year before 1998 (I) | Currency | |
| BOXJ | Allowance for childcare expenses (J) | Currency | |
| BOXK | Other financial aid (K) | Currency | |
| BOXM | Adjustment for income replacement indemnities (M) | Currency | |
| BOXOYEAR1 | Adj. for indemnities for previous years (Year 1) | Numeric, 4 | |
| BOXOAMT1 | Adj. for indemnities for previous years (Amount 1) | Currency | |
| BOXOYEAR2 | Adj. for indemnities for previous years (Year 2) | Numeric, 4 | |
| BOXOAMT2 | Adj. for indemnities for previous years (Amount 2) | Currency | |
| BOXOYEAR3 | Adj. for indemnities for previous years (Year 3) | Numeric, 4 | |
| BOXOAMT3 | Adj. for indemnities for previous years (Amount 3) | Currency | |
| BOXP | Repayment of indemnities (Q) | Currency | |
| BOXQ | Recipient of PSS (Q) | Text, 1 | O-Yes N-No |
| BOXR1 | Recipient for 36 months (R 1) | Text, 1 | O-Yes N-No |
| BOXS1 | Claim slip (S 1) | Text, 1 | O-Yes N-No |
| BOXT1 | Start of the period of transition to work (T 1) | Date, 6 | YYYYMM |
| BOXU1 | Resumption of financial assistance (U 1) | Date, 6 | YYYYMM |
| BOXV1 | Number of months (V 1) | Numeric, 2 | |
| BOXR2 | Recipient for 36 months (R 2) | Text, 1 | O-Yes N-No |
| BOXS2 | Claim slip (S 2) | Text, 1 | O-Yes N-No |
| BOXT2 | Start of the period of transition to work (T 2) | Date, 6 | YYYYMM |
| BOXU2 | Resumption of financial assistance (U 2) | Date, 6 | YYYYMM |
| BOXV2 | Number of months (V 2) | Numeric, 2 | |
| BOXR3 | Recipient for 36 months (R 3) | Text, 1 | O-Yes N-No |
| BOXS3 | Claim slip (S 3) | Text, 2 | O-Yes N-No |
| BOXT3 | Start of the period of transition to work (T 3) | Date, 6 | YYYYMM |
| BOXU3 | Resumption of financial assistance (U 3) | Date, 6 | YYYYMM |
| BOXV3 | Number of months (V 3) | Numeric, 2 | |
| FILENUMBER | File number or ID number of the recipient | Text, 15 | |
| HEALTHINSNUMBER | Health insurance number of the recipient | Text, 12 | |
| BIRTHDATE | Birthdate of recipient | Date | MMMM dd, yyyy |
| SEX | Sex of recipient | Text, 1 | 1-Male 2-Female |
| CIVILSTATUS | Civil status of recipient | Text, 1 | 0-None >1-Single 2-Married 3-Separated 4-Divorced 5-Widowed 6-Religious 7-Common-law |
| FILETYPE | Type of file | Text, 1 | A-Administered S-Estate C-Other |
| ENDDATEBENEFITS | End date of benefits | Date | MMMM dd, yyyy |
| RECIPIENTCODE | Recipient code | Text, 1 | 1-Last resort assistance 2-Indian 3-Housing allowance |
| VALUEGOODS | Value of goods | Currency | |
| CHILDREN0TO18 | Number of children 0 to 18 years | Numeric, 2 | |
| CHILDREN18PLUS | Number of children 18 and up | Numeric, 2 | |
| MONTHSBENEFITSPAID | Number of months benefits were paid | Numeric, 2 | |
| TEXTATTOP | Optional text to print on the slip | Text, 40 | |
| 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 |
| SERIAL | Current Relevé 5 number | Numeric, 9 | |
| SERIALMM | Electronic Relevé 5 number | Numeric, 9 | |
| SERIALMMPREVIOUS | Sequential (Relevé) number of the slip being amended | Numeric, 9 | |
| SERIALORIGINAL | Previous Relevé 5 number | Numeric, 9 | |
| 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 |