How do I download my bank statements?

Have your bank and credit card statements on hand for the CRA.

Your bank and credit card statements are the records of your business activities. You’ll want them on hand if you ever hear from the CRA. Here’s how to make sure you have the records you need:

  • Save PDF statements for all bank accounts and credit cards. Hubdoc can do this for you automatically.
  • Regularly save your e-Transfer history. (Usually, you can only search back six months, so make sure you do this.)
  • If you’re claiming a home office, you’ll need a record of a few things from your personal accounts: mortgage statements, and your bills/record of payment for your electric, gas, water, and internet.