T4PS 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 “T4PS”
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 | CAN, USA, etc. |
| SLIPSTATUS | Status of slip | Text, 1 | O-Original A-Amended C-Cancelled |
| YEAR | Year | Numeric, 4 | 2026 |
| ACTUAL | Actual amount of non-eligible dividends (24) | Currency | |
| TAXABLE | Taxable amount of eligible dividends (25) | Currency | |
| CREDIT | Dividend tax credit for eligible dividends (26) | Currency | |
| ACTUAL_E | Actual amount of eligible dividends (30) | Currency | |
| TAXABLE_E | Taxable amount of eligible dividends (31) | Currency | |
| CREDIT_E | Dividend tax credit for eligible dividends (32) | Currency | |
| CAPGAINS | Capital gains for loses (34) | Currency | |
| OTHER | Other income (35) | Currency | |
| FORFEITED | Forfeited due to withdrawal (36) | Currency | |
| FOREIGNINCOME | Foreign non-business income (37) | Currency | |
| FOREIGNCAPGAINS | Foreign capital gains or losses (38) | Currency | |
| FOREIGNTAX | Foreign non-business tax (39) | Currency | |
| SPECIFIEDEMP | Specified employee? “Yes” | Text, 1 | ”X” = Checked |
| SPECIFIEDEMPNO | Specified employee? “No” | Text, 1 | ”X” = Checked |
| SIN | Canadian social insurance number (12) | Numeric, 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 |