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eForms Standard & Enterprise Only
Heading
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Description
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Type, Size
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Comments & Examples
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NAME1
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Beneficiary name line 1 (type 3 & 4)
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Text, 50
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Required; type 3 & 4
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NAME2
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Beneficiary name line 2 (type 3 & 4)
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Text, 50
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LASTNAME1
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First beneficiary last name (type 1 & 2)
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Text, 30
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Required; type 1 & 2
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FIRSTNAME1
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First beneficiary first name (type 1 & 2)
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Text, 30
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INITIAL1
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First beneficiary initial (type 1 & 2)
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Text, 1
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LASTNAME2
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Second beneficiary last name (type 1 & 2)
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Text, 30
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FIRSTNAME2
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Second beneficiary first name (type 1 & 2)
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Text, 30
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INITIAL2
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Second beneficiary initial (type 1 & 2)
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Text, 1
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ADDRESS1
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Address line 1
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Text, 50
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ADDRESS2
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Address line 2
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Text, 50
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CITY
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City
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Text, 28
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PROV
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Province code
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Text, 2
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POSTAL
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Postal code (including space)
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Text, 10
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COUNTRY
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Country, in address
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Text, 3
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CAN, USA, etc.
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TAXYEAR
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Tax year
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Numeric, 4
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2024
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RECIPIENTNUMBER
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Recipient number
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Text, 20
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RECTYPE
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Recipient type
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Text, 1
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1 - Individual
2 - Joint account
3 - Corporation
4 - Association, trust, club or partnership
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REPORTCODE
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Status of slip
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Text, 1
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R - Original,
A - Amended or
D - Cancelled
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SIN
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Beneficiary SIN
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Text, 9
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SIN2
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Second beneficiary SIN
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Text, 9
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CURRENCY
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Currency code
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Text, 3
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CAD, USD, EUR & etc.
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DATETRANSACTION
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Date of transaction
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Date
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Mmm. dd, yyyy (Apr. 1, 2024)
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CODEOFSECURITY
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Code for type of security
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Text, 3
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OBL, DRO, DEN, ACT, TIT, BON, OPE, UNI, MET, DIV, CON
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NUMBEROFSECURITIES
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Number of securities
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Numeric, 16
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12 digits + 4 decimals
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DESCRIPTIONOFSECURITIES
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Description of securities
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Text, 60
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IDNUMBER
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Identification number of the values
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Text, 12
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FACEVALUE
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Face value
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Currency
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COSTORBOOKVALUE
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Cost or book value
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Currency
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PROCEEDSOFDISPOSITION
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Proceeds of disposition or settlement amounts
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Currency
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CODEOFSECURITYRECEIVED
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Code for type of security received in exchange
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Text, 3
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OBL, DRO, DEN, ACT, TIT, BON, OPE, UNI, MET, DIV, CON
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NUMBEROFSECURITIESRECEIVED
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Number of securities received in exchange
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Numeric, 13
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9 digits + 4 decimals
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DESCRIPTIONOFSECURITIESRECEIVED
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Description of securities received in exchange
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Text, 60
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SERIAL
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Sequential (Relevé) number of paper slip
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Numeric, 9
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SERIALORIGINAL
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Sequential (Relevé) number of previously-filed paper slip (user-entered)
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Numeric, 9
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SERIALMM
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Sequential (Relevé) number of XML slip
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Numeric, 9
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SERIALMMPREVIOUS
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Sequential (Relevé) number of previously-filed XML slip
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Numeric, 9
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TEXTATTOP
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Optional text to print at top of slip
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Text, 15
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EMAILADDRESS
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Recipient email address
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Text, 255
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eForms Enterprise only
One email address, or two separated by a semi-colon
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OKTOEMAILSLIP
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Permission granted to email slip
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Yes/No
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eForms Enterprise only
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COMPANY.NAME
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Company associated with slip
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Text, 35
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eForms Enterprise only
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COMPANY.COMPANYTAG
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Tag associated with company name
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Text, 10
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eForms Enterprise only
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SLIPTAG
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Subset tag
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Text, 10
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eForms Enterprise only
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Generic boxes where ## is two numerals (01 to 04):
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XBOX##
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Additional Information - Box ##: Box number
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Text, 7
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XAMT##
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Additional Information - Box ##: Currency data
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Currency
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XTXT##
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Additional Information - Box ##: Character data
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Text, 20
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CUSTOMFIELD
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GUID or other unique identifier
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Text, 50
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eForms Enterprise only
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CUSTOMPASSWORD
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Password for recipient PDF slip
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Text, 20
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eForms Enterprise only
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