TFSA 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 “TFSA”
IMPORTANT NOTICE - Name, Address, and Data characters accepted by CRA
| Column Heading | Description | Type & Size | Comments & Examples |
|---|---|---|---|
| CONTRACTNUMBER | Contract number | Text, 30 | |
| SLIPSTATUS | Status of slip | Text, 1 | O-Original A-Amended C-Cancelled |
| LASTNAME | Employee last name | Text, 30 | Required |
| FIRSTNAME | Employee first name | Text, 30 | |
| INITIAL | Employee 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 | |
| SIN | Social insurance number (12) | Numeric, 9 | |
| BIRTHDATE | TFSA holder birthdate | Date | Mmm. dd, yyyy (Apr. 1, 2026) |
| ACCOUNTCLOSEDTHISYEAR | Account closed this year, Yes | Text, 1 | ”X” = Checked |
| ACCOUNTCLOSEDTHISYEARNO | Account closed this year, No | Text, 1 | ”X” = Checked |
| CLOSEDDATE | TFSA closed date | Date | Mmm. dd, yyyy (Apr. 1, 2026) |
| CALENDARYEARENDFAIRMARKETVALUE | Calendar year end fair market value | Currency | |
| NEWACCOUNTTHSIYEAR | New TFSA account this year for holder, Yes | Text, 1 | ”X” = Checked |
| NEWACCOUNTTHISYEARNO | New TFSA account this year for holder, No | Text, 1 | ”X” = Checked |
| IDENTINACTIVE | No transactions for this identity | Text, 1 | ”X” = Checked |
| TRANSACTIONDATE | Transaction date | Date | Mmm. dd, yyyy (Apr. 1, 2026) |
| CONTRIBUTIONAMOUNT | Contribution amount | Currency | |
| WITHDRAWALAMOUNT | Withdrawal amount | Currency | |
| FORMERSPOUSELASTNAME | Surname of former spouse | Text, 30 | |
| FORMERSPOUSEFIRSTNAME | First name of former spouse | Text, 30 | |
| FORMERSPOUSESIN | SIN of former spouse | Text 11 | |
| MARRIAGEBREAKDOWNTRANSFEROUT | Marriage breakdown transfer out fair market value | Currency | |
| MARRIAGEBREAKDOWNTRANSFERIN | Marriage breakdown transfer in fair market value | Currency | |
| ACUISITIONOFNONQUALIFIED | Acquisition of non-qualified investment fair market value | Currency | |
| WITHDRAWALOFNONQUALIFIED | Withdrawal of non-qualified investment fair market value | Currency | |
| DEATHDATE | TFSA holder date of death | Date | Mmm. dd, yyyy (Apr. 1, 2026) |
| SUCCESSORHOLDER | Successor holder account, Yes | Text, 1 | ”X” = Checked |
| SUCCESSORHOLDERNO | Successor holder account, No | Text, 1 | ”X” = Checked |
| FAIRMARKETVALUEATDEATH | TFSA holder fair market value at time of death | Currency | |
| DECEASEDLASTNAME | Surname of deceased holder | Text, 30 | |
| DECEASEDFIRSTNAME | First name of deceased holder | Text, 30 | |
| DECEASEDINITIAL | Initial of deceased holder | Text, 1 | |
| DECEASEDSIN | SIN of deceased holder | Text, 11 | |
| DECEASEDDATE | Date of death of deceased holder | Date | Mmm. dd, yyyy (Apr. 1, 2026) |
| 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 |