T3 Data Import Headings
Columns and rows containing “NULL” in their first cell will not be imported.
Cell A1 MUST contain “T3”
Name, Address, and Data characters accepted by CRA
| Column Heading | Description | Type & Size | Comments & Examples |
|---|---|---|---|
| LASTNAME1 | First recipient last name (type 1 & 2) | Text, 25 | Required for types 1 & 2 |
| FIRSTNAME1 | First recipient first name (type 1 & 2) | Text, 40 | |
| INITIAL1 | First recipient initial (type 1 & 2) | Text, 1 | |
| LASTNAME2 | Second recipient last name (type 1 & 2) | Text, 25 | |
| FIRSTNAME2 | Second recipient first name (type 1 & 2) | Text, 40 | |
| INITIAL2 | Second recipient initial (type 1 & 2) | Text, 1 | |
| NAME1 | Recipient name line 1 (type 3, 4 & 5) | Text, 35 | Required for types 3, 4 & 5 |
| NAME2 | Recipient name line 2 (type 3, 4 & 5) | Text, 35 | |
| ADDRESS1 | Address line 1 | Text, 30 | |
| ADDRESS2 | Address line 2 | Text, 30 | |
| CITY | City | Text, 28 | |
| PROV | Province code | Text, 2 | |
| POSTAL | Postal code | Text, 10 | |
| COUNTRY | Country | Text ,3 | CAN, USA, etc. |
| SLIPSTATUS | Status of Slip | Text, 1 | O - Original, A - Amended or C - Cancelled |
| RECTYPE | Beneficiary code | Text, 1 | 1 - Individual 2 - Joint account 3 - Corporation 4 - Association, trust, club or partnership 5 - Government or international organization |
| SIN | Recipient’s SIN, Business number or Trust account number | Text, 15 | |
| TEXTATTOP | Optional text to print at top of slip | Text, 15 | |
| ACTUAL_E | Actual amount of eligible dividends | Currency | |
| TAXABLE_E | Taxable amount of eligible dividends | Currency | |
| CREDIT_E | Dividend tax credit for eligible dividends | Currency | |
| CAPITALGAINS | Total capital gains | Currency | |
| CAPITALGAINS_E | Total capital gains eligible for deduction | Currency | |
| ACTUAL | Actual amount of dividends other than eligible dividends | Currency | |
| TAXABLE | Tax able amount of dividends other than eligible dividends | Currency | |
| CREDIT | Dividend tax credit for dividends other than eligible dividends | Currency | |
| OTHERINCOME | Other income | Currency | |
| FOOTNOTE1 | FOOTNOTE1 | Text, 30 | |
| FOOTNOTE2 | FOOTNOTE2 | Text, 30 | |
| FOOTNOTE3 | FOOTNOTE3 | Text, 30 | |
| ITCCODE | Investment tax credit code | Text, 1 | 1,2,3,4,5,6,7 |
| EMAILADDRESS | Recipient email address; one email address, or two separated by a semi-colon | Text, 255 | |
| OKTOEMAILSLIP | Permission granted to email slip | Yes/No | |
| COMPANY.NAME1 | Company associated with slip | Text, 35 | |
| COMPANY.COMPANYTAG | Tag associated with company name | Text, 10 | |
| SLIPTAG | Subset tag | Text, 10 | |
| CUSTOMFIELD | GUID or other unique identifier | Text, 50 | |
| CUSTOMPASSWORD | Password for recipient PDF slip | Text, 20 |
Other boxes, where # is one numeral (1 to 6):
| Column Heading | Description | Type & Size | Comments & Examples |
|---|---|---|---|
| OTHERCODE# | Other code # | ||
| OTHERAMOUNT# | Other amount for code # | Currency |