Relevé 2 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 “R2”
| 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. |
| SOURCE1 | Source of income | Text, 6 | |
| BENEFICIARYNUM | Employer assigned number | Text, 20 | |
| ANNUITY | Life annuity payments amount | Currency | Box A |
| BENEFIT | RRSP, RRIF, DPSP benefit amount | Currency | Box B |
| OTHERPAYMENT | Other Payment amount | Currency | Box C |
| REFUNDRRSPSPOUSE | Refunded RRSP amounts | Currency | Box D |
| DEATHBENEFIT | Value of benefit at time of death | Currency | Box E |
| REFUNDRRSPUNDEDUCTED | Amount of refunded excess RRSP | Currency | Box F |
| REVOCATION | Value of benefit before amendment | Currency | Box G |
| OTHERINCOME | All other income | Currency | Box H |
| DEDUCTION | Amount giving entitlement to deduction | Currency | Box I |
| TAX | Amount of Québec tax held at source | Currency | Box J |
| INCOMEAFTERDEATH | Income earned after death amount | Currency | Box K |
| LIFELONGLEARNING | Life Long Learning Plan amount | Currency | Box L |
| TAXPAIDAMOUNT | Tax paid amount | Currency | Box M |
| SIN | Social insurance number | Text, 9 | |
| SIN2 | Spouse’s social insurance number | Text, 9 | Box N |
| HOMEBUYER | Withdrawal under HBP | Currency | Box O |
| REPORTCODE | Status of slip | Text, 1 | R-Original, A-Amended D-Cancelled |
| 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.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 |
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 |