T5 & Relevé 3 Headings

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eForms Standard & Enterprise Only

 

Cell A1 (import from Excel) or the first data element (import from CSV) must contain "T5"

 

Use this table to import Relevé 3 data with T5 data, see bottom of this table for Relevé 3 specific fields

 

Heading

Description

Type, Size

Comments & Examples

NAME1

Recipient name, line 1 (type 3, 4 & 5)

Text, 50

Required; type 3, 4 & 5

NAME2

Recipient name, line 2 (type 3, 4 & 5)

Text, 50

 

LASTNAME1

First recipient last name (type 1 & 2)

Text, 30

Required; type 1 & 2

FIRSTNAME1

First recipient first name (type 1 & 2)

Text, 30

 

INITIAL1

First recipient initial (type 1 & 2)

Text, 1

 

FIRSTINDIVIDUAL

Indicate first entity is individual (R3)

Yes/No

 

LASTNAME2

Second recipient last name (type 2)

Text, 30

 

FIRSTNAME2

Second recipient first name (type 2)

Text, 30

 

INITIAL2

Second recipient initial (type 2)

Text, 1

 

SECONDINDIVIDUAL

Indicate second entity is individual

Yes/No

 

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

 

TAXYEAR

Taxation year

Numeric, 4

2024

REPORTCODE

Report code (21)

Text, 1

O - Original (R),

A - Amended (A) or

C - Cancelled (D)

(R, A or D on filed Relevé 3s)

RECTYPE

Recipient type (23)

Text, 1

1 - Individual

2 - Joint account

3 - Corporation

4 - Assoc'n, trust, club or partnership

5 - Gov't or int'l org.

SIN

First recip. SIN/ID # or Business # (22)

Text, 15

 

SIN2

Second recip. SIN/ID # (R3)

Text, 15

 

ACTUAL

Am’t of non-eligible dividends (10)

Currency

 

ACTUAL_E

Am’t of eligible dividends (24)

Currency

 

INTEREST

Interest from Cdn sources (13, D)

Currency

 

CAPGAINS

Capital gains dividends (18, I)

Currency

 

OTHER

Other income from Cdn sources (14)

Currency

 

FORINC

Foreign income (15, F)

Currency

 

FORTAX

Foreign tax paid (16, G)

Currency

 

ROYALTIES

Royalties from Cdn sources (17, H)

Currency

 

ACCRUED

Accrued income: Annuities (19, J)

Currency

 

RESOURCE

Resource allowance deduction (20)

Currency

 

CURRENCY

Foreign currency code (27)

Text, 3

 

TRANSIT

Transit (28)

Text, 10

 

ACCOUNTNO

Recipient account number (29)

Text, 16

 

TEXTATTOP

Optional text to print at top of slip

Text, 15

 

EMAILADDRESS

Recipient email address

Text, 255

eForms Enterprise only

One email address, or two separated by a semi-colon

OKTOEMAILSLIP

Permission granted to email slip

Yes/No

eForms Enterprise only

COMPANY.NAME1

Company associated with slip

Text, 35

eForms Enterprise only

COMPANY.COMPANYTAG

Tag associated with company name

Text, 10

eForms Enterprise only

SLIPTAG

Subset tag

Text, 10

eForms Enterprise only

ADDITIONAL HEADINGS FOR Relevé 3 FIELDS

 

 

NEEDR3

Relevé 3 required for recipient

Yes/No

 

ISINTERESTSAVINGSBONDS

Is interest from Fed./Qué. savings bonds

Yes/No

 

ACCOUNTNOR3

Other ID/Recipient Number R3

Text, 16

 

SERIAL

Relevé No. of paper slip

Numeric, 9

 

SERIALORIGINAL

Relevé No. of previously-filed paper slip (user-entered)

Numeric, 9

 

SERIALMM

Relevé No. of XML slip

Numeric, 9

 

SERIALMMPREVIOUS

Relevé No. of previously-filed XML slip

Numeric, 9

 

ACTUALR3

Am’t of non-eligible dividends (B)

Currency

See Note 1 below

ACTUALR3_E

Am’t of eligible dividends (C)

Currency

See Note 1 below

INTERESTR3

Interest from Cdn sources (D)

Currency

See Note 1 below

CAPGAINSR3

Capital gains dividends (I)

Currency

See Note 1 below

OTHERR3

Other income from Cdn sources ()

Currency

See Note 1 below

FORINCR3

Foreign income (F)

Currency

See Note 1 below

FORTAXR3

Foreign tax paid (G)

Currency

See Note 1 below

ROYALTIESR3

Royalties from Cdn sources (H)

Currency

See Note 1 below

ACCRUEDR3

Accrued income: Annuities (J)

Currency

See Note 1 below

TEXTATTOPR3

Optional text to print at top of slip

Text, 15

 

Generic boxes where ## is two numerals (01 to 04):

XBOX##

Add'l Information box ## - Box number

Text, 7

 

XAMT##

Add'l information box ## - Currency data

Currency

 

XTXT##

Add'l information box ## - Character data

Text, 20

 

CUSTOMFIELD

GUID or other unique identifier

Text, 50

eForms Enterprise only

CUSTOMPASSWORD

Password for recipient PDF slip

Text, 20

eForms Enterprise only

 

Note 1:These fields will be ignored by the import unless the "Do not synchronize numerical information on T5/Relevé 3 slips associated with this company” checkbox is selected on the Advanced page of the company information screen