Exporting Reports
Generate CRA-compliant reports to share with your accountant or keep for your records.
How to Export
Navigate to the Export page from the left sidebar. Select the tax year you want to export, configure any optional settings, and click Download CSV. The exported file is ready to share with your accountant or import into accounting software.
Export Options
Tax Year
Select the year you want to export. You can export any year for which you have uploaded transactions.
Include Personal Expenses
By default, Personal (Non-Deductible) transactions are excluded from the export. Enable this option if you want a complete record of all imported transactions.
Include Income Transactions
Revenue deposits categorized as Income (Non-Expense) are excluded by default. Enable this to include them in your export.
What the Export Contains
The exported CSV includes one row per transaction with the following columns:
- Date: Transaction date in YYYY-MM-DD format
- Description: Original transaction description from your bank statement
- Amount: Gross transaction amount
- Category: CRA T1 General category name
- HST Amount: Calculated recoverable HST or GST based on your province
- Net Amount: Amount after HST extraction (the portion you actually spent before tax recovery)
- T2125 Line: The corresponding line number on the T2125 form
Category Tiles on the Export Page
The Export page shows a grid of category tiles before the download button. Each tile shows the total amount and transaction count for that CRA category. Click a tile to view those transactions directly on the Transactions page. Categories with no transactions appear as empty tiles.
HST and Input Tax Credits
ExpenseFlow calculates recoverable HST or GST based on the province you set in your account settings. The HST amount in your export represents the input tax credits (ITCs) you can claim on your GST/HST return. Internal transfers and personal expenses have no HST calculated, since those categories do not generate ITCs.
Meals and Entertainment expenses are automatically reduced to 50% in both the deductible total and the HST calculation, in accordance with CRA rules.
Tip: Share with your accountant
The exported CSV is designed to be easy for accountants to work with. The category names match the T2125 line descriptions, the HST amounts are pre-calculated, and the data is sorted by date within each category. Your accountant can import it directly into their accounting software or use it as a reference when preparing your T1 return.