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How to Find Your Paypal Payments & Fees

March 10, 2018 by Loretta 6 Comments

I noticed a few virtual assistants asking about how to do this on Facebook, so I thought I would do a quick blog post and include some screenshots, because I remember the first time I tried to find these numbers it wasn’t intuitive or easy to locate.

There are two places that you’ll find the numbers you’re looking for. It’s actually super easy once you know where to look, but getting there the first time might have you wanting to yell lots of bad words at your computer.

Hopefully this makes things a little less stressful…

1) The Charts and Graphs Location

First, login at Paypal.com

Go to this URL while logged in https://www.paypal.com/businessexp/transactions where you’ll click on the Charts and Graphs tab and change the dropdown to show the time frame you’d like. In this case I chose 2017, but you can do this for a 30 day period, a 90 day period, a year, or a custom date range.
Paypal Charts and Graphs for Finding Total Payments and Paypal Fees for the Year

The red arrows in the screen capture show where to click and the green circles show the numbers you’re looking for. This gives you a quick at a glance display of payments received and Paypal fees paid for the year.

If you’re doing your taxes and you didn’t receive a 1099-K, you’re probably looking for the downloadable report to add to your records, that’s the second place you’ll find your total payments and fees for the year.

2) Downloadable Annual Financial Report Location

First, login at Paypal.com and click on Activity. Then click on Statements, and select Reporting Center (or just go to https://business.paypal.com/merchantdata/reportHome)

Paypal statements, click to open reporting center

Click on Financial Summaries. Then choose Annual Financial Summary.

choose Paypal annual financial summary

Choose the year from the dropdown menu and click the download button.

download the annual report from Paypal

You’ll get a PDF file that includes all the information you want: Payments received, refunds sent (if any), and total fees paid.

pdf financial report from paypal

The full PDF also includes information on the total payments sent, currency transfers, cash back etc…

I hope this has been helpful. I blocked out the numbers on everything here, of course, but those Paypal fees do add up and that number was hundreds of dollars. Remember, this is a tax deductible business expense. If you have any questions or have a Paypal tip you’d like to share, please drop a comment below.

Virtual Assistants Marketing Mastermind GroupTax time has a way of forcing us to look at back the previous year and see how we did overall. If you’d like to see a bigger number under “total payments received” I encourage you to join us in the VA Marketing Mastermind to focus on business growth looking forward.

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Filed Under: General VA Business Tagged With: accounting, taxes

About Loretta

Transcriptionist, cross stitcher, writer, wife, mom,...

Loretta Oliver, married to the comic book geek of her dreams and mother of four amazing young men, has been working from home full time since 2001. Currently you'll find her online with a busy transcription service, a few niche site projects, and a constant love of learning new techniques and sharing information to help others work from home.

Comments

  1. Sammie says

    January 3, 2019 at 11:21 pm

    Thank you! You just saved me so much time!

  2. Osric Harris says

    February 12, 2019 at 10:11 pm

    Thank you! This was so clutch!! Couldn’t find help anywhere.

  3. tom says

    March 19, 2019 at 2:24 pm

    The Charts and Fees tab is gone now what?

  4. Loretta says

    March 19, 2019 at 2:31 pm

    Paypal has been making a lot of changes recently, I swear it’s different every other week a lot of times. Of course, leave it to Paypal to change things around right at tax time.

    The second method shown above (where you go to https://business.paypal.com/merchantdata/reportHome) still works. That’s how I grabbed my info this year.

  5. Chad says

    April 2, 2019 at 12:02 pm

    Would fees and payment fees be both considered business expense??

  6. Loretta says

    April 3, 2019 at 11:39 am

    Yes, fees for payment processing like this (whether it’s Paypal, Stripe, or another service) are considered a business expense for financial and tax purposes.

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