Relevé 18 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 “R18”
| Column Heading | Description | Type & Size | Comments & Examples |
|---|---|---|---|
| LASTNAME1 | First beneficiary last name (type 1 & 2) | Text, 30 | Required for types 1 & 2 |
| FIRSTNAME1 | First beneficiary first name (type 1 & 2) | Text, 30 | |
| INITIAL1 | First beneficiary initial (type 1 & 2) | Text, 1 | |
| LASTNAME2 | Second beneficiary last name (type 1 & 2) | Text, 30 | |
| FIRSTNAME2 | Second beneficiary first name (type 1 & 2) | Text, 30 | |
| INITIAL2 | Second beneficiary initial (type 1 & 2) | Text, 1 | |
| NAME1 | Beneficiary name line 1 (type 3 & 4) | Text, 50 | Required for types 3 & 4 |
| NAME2 | Beneficiary name line 2 (type 3 & 4) | Text, 50 | |
| 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. |
| TAXYEAR | Tax year | Numeric, 4 | 2026 |
| RECIPIENTNUMBER | Recipient number | Text, 20 | |
| RECTYPE | Recipient type | Text, 1 | 1-Individual 2-Joint account 3-Corporation 4-Association, trust, club or partnership |
| REPORTCODE | Status of slip | Text, 1 | R-Original A-Amended D-Cancelled |
| SIN | Beneficiary SIN | Text, 9 | |
| SIN2 | Second beneficiary SIN | Text, 9 | |
| CURRENCY | Currency code | Text, 3 | CAD, USD, EUR & etc. |
| DATETRANSACTION | Date of transaction | Date | Mmm. dd, yyyy (Apr. 1, 2026) |
| CODEOFSECURITY | Code for type of security | Text, 3 | OBL, DRO, DEN, ACT, TIT, BON, OPE, UNI, MET, DIV, CON |
| NUMBEROFSECURITIES | Number of securities | Numeric, 16 | 12 digits + 4 decimals |
| DESCRIPTIONOFSECURITIES | Description of securities | Text, 60 | |
| IDNUMBER | Identification number of the values | Text, 12 | |
| FACEVALUE | Face value | Currency | |
| COSTORBOOKVALUE | Cost or book value | Currency | |
| PROCEEDSOFDISPOSITION | Proceeds of disposition or settlement amounts | Currency | |
| CODEOFSECURITYRECEIVED | Code for type of security received in exchange | Text, 3 | OBL, DRO, DEN, ACT, TIT, BON, OPE, UNI, MET, DIV, CON |
| NUMBEROFSECURITIESRECEIVED | Number of securities received in exchange | Numeric, 13 | 9 digits + 4 decimals |
| DESCRIPTIONOFSECURITIESRECEIVED | Description of securities received in exchange | Text, 60 | |
| SERIAL | Sequential (Relevé) number of paper slip | Numeric, 9 | |
| SERIALORIGINAL | Sequential (Relevé) number of previously-filed paper slip (user-entered) | Numeric, 9 | |
| SERIALMM | Sequential (Relevé) number of XML slip | Numeric, 9 | |
| SERIALMMPREVIOUS | Sequential (Relevé) number of previously-filed XML slip | 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.NAME | 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 |
Generic boxes where ## is two numerals (01 to 04):
| Column Heading | Description | Type & Size | Comments & Examples |
|---|---|---|---|
| XBOX## | Additional Information - Box ##: Box number | Text, 7 | |
| XAMT## | Additional Information - Box ##: Currency data | Currency | |
| XTXT## | Additional Information - Box ##: Character data | Text, 20 |