FHSAX 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.
Unused columns can be left empty in the template without impacting the import.
Cell A1 MUST contain “FHSAX”
IMPORTANT NOTICE - Name, Address, and Data characters accepted by CRA
| 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 | |
| SIN | Social insurance number | Text, 9 | |
| FHSACONTRACTNUMBER | FHSA contract number | Text, 30 | |
| DATEOFBIRTH | Recipient date of birth | Date | Mmm, dd, yyyy |
| DATEOFDEATH | Recipient date of death | Date | Mmm, dd, yyyy |
| HOLDERDEATHFAIRMARKETVALUE | Fair market value at time of death | Currency | |
| UNIQUESLIPNUMBER | Unique slip number (USN) | Text, 20 | |
| SLIPSTATUS | Slip report type code | Text, 1 | O-Original A-Amended C-Cancelled |
| FHSANEWACCOUNTINDICATOR | New FHSA account indicator | Yes/No | |
| FHSAACCOUNTCLOSEDINDICATOR | FHSA account closed indicator | Yes/No | |
| FHASACCOUNTCLOSEDDATE | FHSA account closed date | Date | Mmm, dd, yyyy |
| FHSASUCCESSORACCOUNTINDICATOR | Successor holder account indicator | Yes/No | |
| FHSABENEFICIARYINDICATOR | FHSA beneficiary indicator | Yes/No | |
| TOTALHFSADISTRIBUTIONBENEFICIARYCOUNT | Total number of beneficiaries | Numeric, 6 | |
| DECEASEDACCOUNTHOLDERFHSACONTRACTNUMBER | Deceased account holder FHSA contract number | Text, 30 | |
| DECEASEDACCOUNTHOLDERSIN | Deceased account holder SIN | Text, 9 | |
| DECEASEDACCOUNTHOLDERDEATHDATE | Deceased account holder date of death | Date | Mmm, dd, yyyy |
| CALENDARYEARENDFAIRMARKETVALUE | Calendar year-end fair market value | Currency | |
| TRANSACTIONDATE | Transaction date | Date | Mmm, dd, yyyy |
| TRANSACTIONSEQUENCE | Transaction sequence on this day for this USN | Numeric, 10 | |
| CONTRIBUTION | Contribution | Currency | |
| FHSADEEMEDTRANSFER | FHSA deemed transfer | Currency | |
| QUALIFYINGWITHDRAWAL | Qualifying withdrawal | Currency | |
| TAXABLEWITHDRWAL | Taxable withdrawal | Currency | |
| INCOMETAXDEDUCTED | Income tax deducted | Currency | |
| FHSATRANSFERIN | FHSA transfer in | Currency | |
| FHSATRANSFEROUT | FHSA transfer out | Currency | |
| RRSPTRANSFERIN | RRSP transfer in | Currency | |
| SPOUSALRRSPTRANSFERIN | Spousal RRSP transfer in | Currency | |
| FAIRMARKETVALUEIMMEDIATLYPRIORTRANSFEROUT | Fair market value immediately prior to transfer out | Currency | |
| RRSPRRIFTRANSFEROUT | RRSP/RRIF transfer out | Currency | |
| DESIGNATEDRRSPRRIFTRANSFEROUT | Designated - RRSP/RRIF transfer out | Currency | |
| DESIGNATEDWITHDRAWAL | Designated - withdrawal | Currency | |
| FHSABENEFICIARYDISTRIBUTIONOUT | FHSA beneficiary distribution out | Currency | |
| FHSABENEFICIARYDISTRIBUTIONRECEIVED | FHSA beneficiary distribution received | Currency | |
| FHSATRANSFEROUTTOSURVIVOR | FHSA transfer out to survivor | Currency | |
| RRSPRRIFTRANSFEROUTTOSURVIVOR | RRSP/RRIF transfer out to survivor | Currency | |
| SURVIVORFHSATRANSFERIN | Survivor FHSA transfer in | Currency | |
| FHSACESSATIONHOLDERDEEMEDRECEIVED | Amount deemed received on FHSA cessation | Currency | |
| SECURITYFORLOAN | Security for a loan | Currency | |
| NONQUALIFIEDINVESTMENTACQUISITION | Acquisition of non-qualified investment | Currency | |
| NONQUALIFIEDINVESTMENTDISPOSITION | Disposition of non-qualified investment | Currency | |
| MARRIAGEBREAKDOWNFHSATRANSFERIN | Marriage breakdown - FHSA transfer in | Currency | |
| MARRIAGEBREAKDOWNFHSATRANSFEROUT | Marriage breakdown - FHSA transfer out | Currency | |
| MARRIAGEBREAKDOWNRRSPRRIFTRANSFEROUT | Marriage breakdown - RRSP.RRIF transfer out | Currency | |
| ACCOUNTHOLDERFORMERSPOUSEFAMILYNAME | Family name of former spouse or common-law partner | Text, 30 | |
| ACCOUNTHOLDERFORMERSPOUSEGIVENNAME | Given name of former spouse or common-law partner | Text, 30 | |
| ACCOUNTHOLDERFORMERSPOUSESIN | SIN of former spouse or common-law partner | Text, 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 |
| 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 |