Relevé 25 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 “R25”
| Column Heading | Description | Type & Size | Comments & Examples |
|---|---|---|---|
| LASTNAME1 | First beneficiary last name | Text, 30 | |
| FIRSTNAME1 | First beneficiary first name | Text, 30 | |
| INITIAL1 | First beneficiary 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. |
| BENEFICIARYNUM | Employer assigned number | Text, 20 | |
| TRANSIT | Bank transit number | Text, 10 | |
| REPORTCODE | Status of slip | Text, 1 | R-Original A-Amended D-Cancelled |
| ACTUALDIVIDENDS | Non-Eligible Dividend amount | Currency | |
| ACTUALDIVIDENDS_E | Eligible Dividend amount | Currency | |
| CAPGAINS | Total net Capital Gains | Currency | |
| CAPGAINSEXEMPTION | Farm or small business capital gains | Currency | |
| OTHER | QPP and other amounts | Currency | |
| CANCELLED | Amounts cancelled | Currency | |
| FOREIGNTAX | Income tax paid to a foreign government | Currency | |
| QUEBECTAX | Québec income tax withheld | Currency | |
| NAMESPRINCIPAL | Principal person who established trust deed | Text, 25 | |
| SIN | First beneficiary SIN | Text, 9 | |
| 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 |