Reports
Generate income-tax (T2125) and sales-tax (GST/QST) summaries and export them as PDF.
Updated 2026-07-02
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 controls
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.
Year
The fiscal year to report on (the last five years are available).
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.
Sales tax method
For sales tax, choose Regular, Simplified, or Quick Method — the calculation differs for each.
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
The FPZ-500 Summary card lists exactly the lines you copy onto the return, in form order: line 101 (income), the GST block (103, 106, 107, 109) and the QST block (203, 206, 207, 209), then the total. A negative result is a refund, shown in green.
The Calculation Details card shows the full step-by-step derivation of each line so your accountant can validate the math, and contains the income and expense entries used in the calculation.
With the Quick Method, lines 103 and 203 are not the GST/QST you collected: they are calculated at the reduced remittance rates (3.6% GST / 6.6% QST for services) on your tax-included taxable sales, and the 1% credit appears on lines 107/207 — it applies to the first $30,000 (GST-included) / $31,421 (QST-included) of taxable sales per fiscal year, across all your filing periods. The details card walks through each step (taxable sales, tax-included base, rate, remaining credit cap) and ends with the tax you keep (collected minus reported, plus the credit), which must be added to your business income on the T2125.
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.