RRSP 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 “RRSP”
IMPORTANT NOTICE - Name, Address, and Data characters accepted by CRA
| Column Heading | Description | Type & Size | Comments & Examples |
|---|---|---|---|
| LASTNAME1 | Contributor last name | Text, 35 | Required |
| FIRSTNAME1 | Contributor first name | Text, 47 | |
| INITIAL1 | Contributor initial | Text, 1 | |
| LASTNAME2 | Annuitant last name | Text, 35 | |
| FIRSTNAME2 | Annuitant first name | Text, 47 | |
| INITIAL2 | Annuitant 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 | |
| SIN1 | Contributor Social Insurance Number | Numeric, 9 | |
| SIN2 | Annuitant Social Insurance Number | Numeric, 9 | |
| SAMEINDIVIDUAL | Select if contributor and annuitant are same individual | Yes/No | No |
| SLIPSTATUS | Status of slip | Text, 1 | O-Original A-Amended C-Cancelled |
| YEAR | Year of contribution ( | Numeric, 4 | 2026 |
| PLANNUMBER | RRSP specimen plan number | Text, 20 | |
| CONTRACTNUMBER | Contract number | Text, 12 | |
| CONTRIBUTORID | Contributor indicator | Numeric, 1 | 1 - Partner has never contributed 2 - Partner has contributed |
| PRIORAMOUNT | Amount from prior year | Currency | |
| CURRENTAMOUNT | Amount from current year | Currency | |
| 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 |