T5013 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 “T5013”
IMPORTANT NOTICE - Name, Address, and Data characters accepted by CRA
| Column Heading | Description | Type & Size | Comments & Examples |
|---|---|---|---|
| Main page fields | |||
| NAME1 | Family name or first line of business name | Text, 50 | Required |
| NAME2 | Given name or second line of business name | Text, 50 | |
| ADDRESS1 | Address line 1 | Text, 30 | |
| ADDRESS2 | Address line 2 | Text, 30 | |
| 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. |
| TYPEOFSLIP | Type of slip | Text, 1 | O–Original A–Amended C–Cancelled |
| UNITSOWNED | Partnership units held | Numeric | 8 decimals |
| MEMBERCODE | Partner code (box 002, Sch 50 box 008) | Text, 1 | 0–Limited partner 1–Specified member who is not a limited partner 2–General partner 3–Limited partner’s exempt interest 4–Nominee or agent |
| COUNTRYCODE | Country code (box 003) | Text, 3 | CAN, USA, etc. |
| RECTYPE | Recipient type (box 004) | Text, 1 | 1–Individual, other than a trust 3–Corporation 4–Association, trust, club or partnership |
| PARTNERSSHARE | Partner’s share, in % (box 005, Sch 50 box 107) | Numeric | 8 decimals |
| PARTNERID | Partner’s ID (box 006, Sch 50 box 101) | Text, 16 | |
| CCA | Capital cost allowance (box 040) | Currency |
Generic boxes where ## is two numerals (01 to 36):
| Column Heading | Description | Type & Size | Comments & Examples |
|---|---|---|---|
| X##TEXT2 | Generic box ##: Box Number | Text, 3 | |
| X##TEXT1 | Generic box ##: Province/Country | Text, 3 | |
| X##AMOUNT | Generic box ##: Amount | Currency |
Generic descriptive information boxes where ## is two numerals (01 to 12):
| Column Heading | Description | Type & Size | Comments & Examples |
|---|---|---|---|
| E##TEXT2 | Generic box ##: Box number | Text, 3 | |
| E##TEXT1 | Generic box ##: Province/Country | Text, 3 | |
| E##TEXT3 | Generic box ##: Text | Text, 25 |
Additional Headings for Schedule 50 fields::
| Column Heading | Description | Type & Size | Comments & Examples |
|---|---|---|---|
| TYPEOFPARTNER | Type of partner (Sch 50 box 105) | Text, 1 | 1–Individual 2–Corporation 3–Partnerships 4–Trust 5–Individual (non-resident) 6–Corporation (non-resident) 7–Partnership (non-resident) 8–Trust (non-resident) 9–Non-res. discretionary trust |
| DISPOSEDOFINTEREST | The partner has disposed of partnership interest during the fiscal period (Sch 50 box 110) | Yes/No | |
| INCOMEALLOCATED | Partner’s share of the net income (Sch 50 box 220) | Currency | |
| CAPITALSTART | Cost base (Sch 50 box 300) | Currency | |
| COSTOFUNITSACQ | Cost of units acquired during fiscal period (Sch 50 box 310) | Currency | |
| PREVIOUSSHARE | Partner’s share of the previous fiscal period’s net income or loss (Sch 50 box 320) | Currency | |
| CAPITALCONTRIBUTED | Capital contribution during period (Sch 50 box 330) | Currency | |
| DRAWINGS | Withdrawals in the fiscal period (Sch 50 box 340) | Currency | Must be a negative number |
| OTHERADJUSTMENTS | Other Adjustments (Sch 50 box 350) | Currency | |
| PARTNERSHARENETINCOME | Partner’s share of the fiscal period’s net income (Sch 50 box 410) | Currency | |
| PARTNERSHARERESOURCEEXPENSES | Partner’s share of the fiscal period’s resource expenses (Sch 50 box 420) | Currency | |
| NONARMSLENGTHDEBT | Non-arm’s length debt owing and/or benefits receivable (Sch 50 box 430) | Currency | |
| TEXTATTOP | Optional text to print on the slip | Text, 20 | |
| 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 |