TFSA Data Import Headings
Columns and rows containing “NULL” in their first cell will not be imported.
Cell A1 MUST contain “TFSA”
Name, Address, and Data characters accepted by CRA
| Column Heading | Description | Type & Size | Comments & Examples |
|---|---|---|---|
| CONTRACTNUMBER | Contract number | Text, 30 | |
| SLIPSTATUS | Status of slip | Text, 1 | O-Original A-Amended C-Cancelled |
| LASTNAME | Employee last name | Text, 30 | Required |
| FIRSTNAME | Employee first name | Text, 30 | |
| INITIAL | Employee 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 | Social insurance number (12) | Numeric, 9 | |
| BIRTHDATE | TFSA holder birthdate | Date | Mmm. dd, yyyy (Apr. 1, 2025) |
| ACCOUNTCLOSEDTHISYEAR | Account closed this year, Yes | Text, 1 | ”X” = Checked |
| ACCOUNTCLOSEDTHISYEARNO | Account closed this year, No | Text, 1 | ”X” = Checked |
| CLOSEDDATE | TFSA closed date | Date | Mmm. dd, yyyy (Apr. 1, 2025) |
| CALENDARYEARENDFAIRMARKETVALUE | Calendar year end fair market value | Currency | |
| NEWACCOUNTTHSIYEAR | New TFSA account this year for holder, Yes | Text, 1 | ”X” = Checked |
| NEWACCOUNTTHISYEARNO | New TFSA account this year for holder, No | Text, 1 | ”X” = Checked |
| IDENTINACTIVE | No transactions for this identity | Text, 1 | ”X” = Checked |
| TRANSACTIONDATE | Transaction date | Date | Mmm. dd, yyyy (Apr. 1, 2025) |
| CONTRIBUTIONAMOUNT | Contribution amount | Currency | |
| WITHDRAWALAMOUNT | Withdrawal amount | Currency | |
| FORMERSPOUSELASTNAME | Surname of former spouse | Text, 30 | |
| FORMERSPOUSEFIRSTNAME | First name of former spouse | Text, 30 | |
| FORMERSPOUSESIN | SIN of former spouse | Text 11 | |
| MARRIAGEBREAKDOWNTRANSFEROUT | Marriage breakdown transfer out fair market value | Currency | |
| MARRIAGEBREAKDOWNTRANSFERIN | Marriage breakdown transfer in fair market value | Currency | |
| ACUISITIONOFNONQUALIFIED | Acquisition of non-qualified investment fair market value | Currency | |
| WITHDRAWALOFNONQUALIFIED | Withdrawal of non-qualified investment fair market value | Currency | |
| DEATHDATE | TFSA holder date of death | Date | Mmm. dd, yyyy (Apr. 1, 2025) |
| SUCCESSORHOLDER | Successor holder account, Yes | Text, 1 | ”X” = Checked |
| SUCCESSORHOLDERNO | Successor holder account, No | Text, 1 | ”X” = Checked |
| FAIRMARKETVALUEATDEATH | TFSA holder fair market value at time of death | Currency | |
| DECEASEDLASTNAME | Surname of deceased holder | Text, 30 | |
| DECEASEDFIRSTNAME | First name of deceased holder | Text, 30 | |
| DECEASEDINITIAL | Initial of deceased holder | Text, 1 | |
| DECEASEDSIN | SIN of deceased holder | Text, 11 | |
| DECEASEDDATE | Date of death of deceased holder | Date | Mmm. dd, yyyy (Apr. 1, 2025) |
| 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 |