thread Re: How to get prior year sales report? in Payments Troubleshooting

How to get prior year sales report?

JandJTanning — Sat, 20 Sep 2025 14:42:05 GMT

How to get prior year sales report

Re: How to get prior year sales report

VanKalkerFarms — Mon, 15 Apr 2019 11:39:16 GMT

If you processed $20,000 in gross sales from goods or services AND completed more than 200 transactions

if you did you will be able to get a 1099-k from this link. https://squareup.com/dashboard/business/taxes

here is a more in-depth article

https://www.sellercommunity.com/t5/General-Discussion/1099-K-Forms-amp-Tax-Season-FAQs/m-p/105962#M2...

If you didn't qualify you can get the relevant year sales from here.

https://squareup.com/dashboard/sales/reports/sales-summary

you can choose any time period you want and see your sales and fees.

How can I generate a report for last year showing sales month by month

britdogtrainer — Tue, 21 Jan 2020 17:51:08 GMT

How can I generate a report for last year showing sales month by month? I can’t find an option

Re: How can I generate a report for last year showing sales month by month

Rosey1 — Tue, 21 Jan 2020 22:06:41 GMT

Can someone advise how to get a final report from previous year, totals of sales and and fees charged?

Re: How can I generate a report for last year showing sales month by month

ashc — Wed, 22 Jan 2020 12:33:21 GMT

Hey @britdogtrainer and @Rosey1!

It looks like these questions have been asked before within the Community so I moved your post to an existing thread with more information about how to pull the sales reports you're looking for.

Tax year 2019

Joeb11 — Fri, 24 Apr 2020 21:49:51 GMT

I need my income tax year 2019

Re: Tax year 2019

AshleyK — Sun, 26 Apr 2020 19:57:31 GMT

Hey @Joeb11 thanks for asking! I've merged your post with another thread in which another Seller has detailed out an answer to your question.

You can always check your reports on the Square Dashboard under Reports. From there, you can filter by the year, item, category, employee, device, and more, so feel free to check it out if you have the time. Let me know if you have any other questions. 🙂

Re: How to get prior year sales report?

Deewoody — Tue, 21 Jun 2022 19:55:46 GMT

"Trying to get a total of sales for 2019"

Trying to get a report of my 2019 sales.

Re: Trying to get a total of sales for 2019

Donnie-M — Mon, 20 Jun 2022 16:21:15 GMT

@Deewoody Just go into your online dashboard and go to reports ----> sales summary ---> and on the top of the screen change the reporting range to 1/1/2019 - 12/31/2019 and you can see a summary or any number of reports for your account.

Re: Trying to get a total of sales for 2019

Anthem — Tue, 21 Jun 2022 13:04:46 GMT

I’ll add that you can export the report with a higher level of detail and exploring the reports available will provide you a better understanding of what each report shows as well as the additional details exposed through the export option.

Square has superb analytics, keep asking questions and exploring what is in there. Suggest things you are interested in but don’t see and use the data to help make decision on what you offer, when you offer it, and how to promote your business. Happy selling!

Re: How to get prior year sales report?

_Violet — Tue, 21 Jun 2022 19:58:38 GMT

Hi @Deewoody - Thanks for reaching out to us here on the Square Seller Community👋

I went ahead and merged your post to an existing thread where other Square Sellers have discussed obtaining a sales report for past years. We merge duplicate conversations together to keep like comments in one place, and to make it easier for others to find the thread in the future.

I hope this information is helpful but please do let me know if you have any additional questions!

P.S. Thank you for sharing your Super Seller knowledge here @Donnie-M and @Anthem ! 🙏