Reports

Generate income-tax (T2125) and sales-tax (GST/QST) summaries and export them as PDF.

Updated 2026-06-14

The Reports tab turns your income and expenses into the summaries you (or your accountant) need at tax time. Pick a report type and period, generate, and export to PDF.

The Reports tab controls: report type, year, period, method, and the Generate button

The controls

1

Report type

Income Tax (T2125) summarizes gross income, deductible expenses, and net business income. Sales Tax (GST/QST) computes what you owe or are refunded. Sales Tax only appears once you've set up tax rates.

2

Year

The fiscal year to report on (the last five years are available).

3

Period

Income tax is always annual. Sales tax can be annual, a quarter (Q1–Q4), or a single month — match it to your filing frequency.

4

Sales tax method

For sales tax, choose Regular, Simplified, or Quick Method — the calculation differs for each.

5

Generate

Builds the report below the controls. Your last selection is remembered.

The income-tax report

Mirrors the T2125 form: an income summary (gross before and with tax, tips, delivery fees), business expenses by line with their deductible totals, home-office and motor-vehicle sections at your business-use percentages, personal deductions, and a final net business income. Each expense line expands to show the individual entries behind it.

The sales-tax report

Lays out the FPZ-500 lines: income (lines 101/103/203), the input tax credits (ITCs) and input tax refunds (ITRs) you can claim, and the GST/QST to remit (lines 109/209). A negative result is a refund, shown in green. The Quick Method variant applies the remittance rates and the 1% credit instead.

Export

Use Export PDF in the report's header to download a clean, dated copy to print or send.

These reports are for information only. RDV & Cie isn't responsible for calculation or data-entry errors — have every tax document reviewed by a registered accountant before filing.