Statement 27 and its importance in the context of LogisVert subsidies
In the context of the financial assistance offered by Hydro-Québec through the LogisVert – Efficient Housing program, a question often comes up among property owners and managers: what is the statement 27 (RL-27) and why is it important in my grant application? At AirGreen , we support our clients in Montreal, Laval, Longueuil, on the North Shore and the South Shore on a daily basis in their HVAC renovation projects, ensuring that each administrative step – including the production of the statement 27 – is well understood and respected.
Understanding statement 27: a regulated tax obligation
The RL-27 – Government Payments slip , also called the RL-27 , is a tax document produced by Hydro-Québec when it provides financial assistance under a program such as LogisVert. This slip allows you to declare the amounts received to Revenu Québec , particularly when they are considered business or rental income .
Who is affected by statement 27?
According to the official guidelines of the LogisVert program, statement 27 is required in one of the following three cases :
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Company registered with the Quebec Enterprise Registrar (NEQ number).
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Active federal GST number .
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Individual (including owner-occupiers or landlords) with a social insurance number (SIN) .
In other words, whether you are an HVAC company , a rental property owner , or an individual entitled to a subsidy , you will need to provide a valid tax ID to Hydro-Québec to receive the amounts due.
Statement 27 and rental income: what landlords need to know
Many of our clients on the North Shore or in Old Longueuil own plexes or apartment buildings. In these cases, even if the grant is received for the installation of a wall-mounted heat pump in a home that you do not personally rent, the amount received is considered rental income .
According to Hydro-Québec:
“A landlord is considered to have rental income for any dwelling in which he does not reside.”
Thus, statement 27 not only becomes mandatory, but it must also be taken into account in your annual income tax return .
The complete process: from request to receipt of statement 27
Step 1: Submit your request via the LogisVert portal
To trigger the process, you must create a participation profile on the official website logisvert.ca , and submit all required documents, including:
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Paid invoices from the installation (mentioning the RBQ license number, the company's GST/QST numbers, etc.).
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Proof of ownership (municipal tax bill or bill of sale).
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Photos of the installed equipment .
Once this step has been completed, Hydro-Québec will evaluate your file within 10 to 12 weeks .
Step 2: Communication of information to produce statement 27
If your application is deemed eligible, Hydro-Québec will send you a secure email requesting one of the three required tax IDs. This step is essential for generating the RL-27 .
Real example: At AirGreen, when installing a Gree Extreme 18,000 BTU heat pump in a triplex in Laval, the owner had to provide his NAS since he was receiving assistance as part of an unoccupied rental unit.
Step 3: Receipt and declaration
Once the statement is generated, you will receive it with payment confirmation. You will then need to:
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Keep statement 27 for your tax records.
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Declare it in your taxable income if you are a landlord or a business.
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If in doubt, consult an accountant specializing in real estate taxation .
Consequences of misuse or forgetfulness
The LogisVert program emphasizes one key point: if you do not provide the RL-27 slip or if you report inaccurate information, you may be required to repay the financial assistance received.
Here are some common mistakes to avoid:
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Submit an invoice with a different name than the one on the proof of ownership.
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Providing an incorrect tax address.
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Forgetting to provide the necessary NAS or tax information.
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Trying to combine several grants for the same device (which is prohibited by Hydro-Québec).
AirGreen supports you at every administrative stage
At AirGreen , we know that the process of obtaining a LogisVert grant can seem complex. That's why we integrate comprehensive administrative support into all our HVAC services , including:
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Verification of grant eligibility.
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Preparation of compliant invoices (RBQ, GST, QST, full description).
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Assistance when submitting the LogisVert profile.
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Follow-up with Hydro-Québec for the transmission of tax information required for statement 27 .
Practical tips to simplify your RL-27 process
1. Prepare your documents in advance
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Municipal tax bill or deed of sale
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Complete and well-detailed invoices
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Photo of the equipment
2. Find out about the tax nature of your project
You do not live in the accommodation? This is therefore rental income , and statement 27 is mandatory .
3. Use certified installers
Compliance with program requirements (e.g., heat pump with AHRI number, RBQ installer, product purchased in Quebec) is imperative to avoid any refusal of the application.
AirGreen in action: concrete examples
Installation in Montreal (Ahuntsic-Cartierville)
A customer had a FUJITSU KZAH 12,000 BTU wall-mounted heat pump installed. Living in a rental condominium, he provided his social security number to receive the $1,404 efficiency grant. He was then issued a Relevé 27 slip, which he used when filing his income tax return.
Project in Longueuil (Old Longueuil)
A homeowner received $1,860 for the installation of a Bosch BIVA IDS Premium heat pump. As a duplex tenant, she submitted her NEQ. Slip 27 was automatically generated.
Why is Statement 27 essential for you?
Because it guarantees the fiscal transparency of the financial assistance received. It also allows Hydro-Québec to remain compliant with government requirements. And for you, it saves you:
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Complications when filing your taxes.
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Delays in the payment of the grant.
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A refund request in case of error.
Conclusion: statement 27, an essential tool
At AirGreen, we insist: Statement 27 is an essential administrative element of your HVAC project eligible for a LogisVert grant . Although it is perceived as technical, it represents proof of good faith and a guarantee of compliance with provincial aid programs. Thanks to our support, each project – whether in Montreal, Laval, on the North Shore or the South Shore – is carried out according to the rules, down to the last document.
Planning a LogisVert-eligible HVAC installation? Contact our team to ensure a smooth, efficient, and compliant experience!