Relevé 5 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 “R5”
| 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 code | Text, 3 | |
| SIN | S.I.N. of beneficiary | Numeric, 9 | |
| YEAR | Taxation year | Numeric, 4 | 2026 |
| REPORTCODE | Report code | Text, 1 | R-Original, A-Amended D-Cancelled |
| BOXA | Social assistance payments (A) | Currency | |
| BOXB | Other government financial assistance (B) | Currency | |
| BOXC | Workers’ compensation received from CNESST (C) | Currency | |
| BOXD | Indemnities from SAAQ (D) | Currency | |
| BOXE | Other income (E) | Currency | |
| BOXH | Total repayment of social assistance payments (H) | Currency | |
| BOXI | Repayments related to a year before 1998 (I) | Currency | |
| BOXJ | Allowance for childcare expenses (J) | Currency | |
| BOXK | Other financial aid (K) | Currency | |
| BOXM | Adjustment for income replacement indemnities (M) | Currency | |
| BOXOYEAR1 | Adj. for indemnities for previous years (Year 1) | Numeric, 4 | |
| BOXOAMT1 | Adj. for indemnities for previous years (Amount 1) | Currency | |
| BOXOYEAR2 | Adj. for indemnities for previous years (Year 2) | Numeric, 4 | |
| BOXOAMT2 | Adj. for indemnities for previous years (Amount 2) | Currency | |
| BOXOYEAR3 | Adj. for indemnities for previous years (Year 3) | Numeric, 4 | |
| BOXOAMT3 | Adj. for indemnities for previous years (Amount 3) | Currency | |
| BOXP | Repayment of indemnities (Q) | Currency | |
| BOXQ | Recipient of PSS (Q) | Text, 1 | O-Yes N-No |
| BOXR1 | Recipient for 36 months (R 1) | Text, 1 | O-Yes N-No |
| BOXS1 | Claim slip (S 1) | Text, 1 | O-Yes N-No |
| BOXT1 | Start of the period of transition to work (T 1) | Date, 6 | YYYYMM |
| BOXU1 | Resumption of financial assistance (U 1) | Date, 6 | YYYYMM |
| BOXV1 | Number of months (V 1) | Numeric, 2 | |
| BOXR2 | Recipient for 36 months (R 2) | Text, 1 | O-Yes N-No |
| BOXS2 | Claim slip (S 2) | Text, 1 | O-Yes N-No |
| BOXT2 | Start of the period of transition to work (T 2) | Date, 6 | YYYYMM |
| BOXU2 | Resumption of financial assistance (U 2) | Date, 6 | YYYYMM |
| BOXV2 | Number of months (V 2) | Numeric, 2 | |
| BOXR3 | Recipient for 36 months (R 3) | Text, 1 | O-Yes N-No |
| BOXS3 | Claim slip (S 3) | Text, 2 | O-Yes N-No |
| BOXT3 | Start of the period of transition to work (T 3) | Date, 6 | YYYYMM |
| BOXU3 | Resumption of financial assistance (U 3) | Date, 6 | YYYYMM |
| BOXV3 | Number of months (V 3) | Numeric, 2 | |
| FILENUMBER | File number or ID number of the recipient | Text, 15 | |
| BIRTHDATE | Birthdate of recipient | Date | MMMM dd, yyyy |
| SEX | Sex of recipient | Text, 1 | 1-Male 2-Female |
| CIVILSTATUS | Civil status of recipient | Text, 1 | 0-None >1-Single 2-Married 3-Separated 4-Divorced 5-Widowed 6-Religious 7-Common-law |
| FILETYPE | Type of file | Text, 1 | A-Administered S-Estate C-Other |
| ENDDATEBENEFITS | End date of benefits | Date | MMMM dd, yyyy |
| RECIPIENTCODE | Recipient code | Text, 1 | 1-Last resort assistance 2-Indian 3-Housing allowance |
| VALUEGOODS | Value of goods | Currency | |
| CHILDREN0TO18 | Number of children 0 to 18 years | Numeric, 2 | |
| CHILDREN18PLUS | Number of children 18 and up | Numeric, 2 | |
| MONTHSBENEFITSPAID | Number of months benefits were paid | Numeric, 2 | |
| TEXTATTOP | Optional text to print on the slip | Text, 40 | |
| 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 |
| SERIAL | Current Relevé 5 number | Numeric, 9 | |
| SERIALMM | Electronic Relevé 5 number | Numeric, 9 | |
| SERIALMMPREVIOUS | Sequential (Relevé) number of the slip being amended | Numeric, 9 | |
| SERIALORIGINAL | Previous Relevé 5 number | Numeric, 9 | |
| 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 |