Export Formats: CSV, Excel & PDF

GigBooks offers three export formats, each designed for a different use case.

CSV Export

Best for: Importing into accounting software (QuickBooks, FreshBooks, Wave, Xero)

Contains one row per transaction with columns:

• Date, Description, Amount, Category, CRA Line, Notes

Simple and universal. Works with any spreadsheet or accounting tool.

Excel Export

Best for: Sharing with your accountant, detailed tax preparation

A multi-tab workbook (.xlsx) with five sheets:

1. All Transactions — every transaction, color-coded by type
2. Category Summary — totals per category with section subtotals
3. T2125 Business Expenses — maps directly to the CRA form
4. Income Summary — revenue breakdown with HST tracking
5. Items for Review — transactions flagged for accountant attention

PDF Export

Best for: Professional presentation, printing, archiving

Includes:

• Cover page with business name, fiscal year, and summary totals
• Business expense summary table with CRA line numbers
• Detailed transaction listing
• Income summary with HST collected
• Items requiring accountant review
• Notes on partial-deductibility (meals at 50%, vehicle at business-use %)

Requirements

All export formats require a Pro, Max, or Tax Season Pass subscription. Free accounts can preview a sample export using demo data.