thread Re: lootable report that includes Card holder, Date/Time and Receipt number-HELP! in Archived Discussions (Read Only)

Is there a report that can easily give me the transaction fees that were deducted from my payments?

lrada — Tue, 21 Feb 2017 16:37:14 GMT

Is there a report that can easily give me the transaction fees that were deducted from my payments instead of having to go to Deposits and going into each and every transaction to get the fee and add them all up individually??? Please tell me there is a report!

Re: Tax Time Resources + Cats

Sean — Tue, 21 Feb 2017 16:35:52 GMT

Hi @lrada, and welcome to the Seller Community. To get going, I went ahead and made your questions its own thread since it wasn't directly related to Kelly's post about taxes. As for your question, you can find this summary from the Sales Summary of the Square Dashboard. If you scroll down a bit, you'll see a line item for "Fees." Here's a screenshot:

PS) If my answer solved your problem, would you mind marking it as "Best Answer"? That'll help the rest of the community find what they're looking for. If not, just write back, and I'll continue to help. Thanks!

Re: Tax Time Resources + Cats

lrada — Tue, 21 Feb 2017 17:02:19 GMT

Exactly what I was looking for!!! Thank you!

Re: Tax Time Resources + Cats

uniwhisp — Sun, 26 Feb 2017 14:23:26 GMT

Is there a place that has the list of individual fees w/dates?

Re: Tax Time Resources + Cats

Spenser — Mon, 27 Feb 2017 22:39:46 GMT

Hi @uniwhisp, welcome to the Community. The best way to list that info will probably be if you export your transaction CSV file from the Transactions page. This will give you a spreadsheet of each transaction with fees paid and date. You can also see your fees per deposit on the Deposits page. Hope that helps!

Item Detail Export Columns

walkway — Fri, 13 Oct 2017 17:05:46 GMT

Hello! Is there a way to add the fees and net total columns to the Item Detail Report on the transactions screen? Or a way to create a custom report that I can export with all of the fields I need?

Thanks!!

Re: Item Detail Export Columns

Helen — Mon, 16 Oct 2017 00:43:39 GMT

This reply was created from merging an existing thread: “Item Detail Export Columns”

Hi @walkway, there isn't a way to build a custom report in the Dashboard at this time but that is a great suggestion though, I'll share it with our Product Team!

In the meantime the transaction CSV report has a column for both fees and net total. To download this report click Sales > Transactions > Export > Transaction CSV.

👍

Re: Tax Time Resources + Cats

Sharp11Girl — Thu, 09 Nov 2017 00:34:22 GMT

Hi, can you advise when there might be a better solution? That doesn't save time from what I do right now (manually calculating with a caluclator and pen and paper...)

Re: Tax Time Resources + Cats

2wildseeds — Wed, 07 Mar 2018 03:17:21 GMT

Is there a way to see a break down of the transaction fee: swipe versus manual entry? I know that I can see a report from the daily sales report that is automatically generated, however, I'd like to get a big picture of the breakdown on a monthy and annual basis without having to go back, find each day's sales summary, and adding all the numbers together manually...

Re: Tax Time Resources + Cats

Helen — Mon, 12 Mar 2018 18:00:56 GMT

@2wildseeds The Payment Methods report shows a breakdown of payments by type: Card dipped, tapped, swiped, keyed. To view this report:

Sign in to your Dashboard online.
Click Sales > click Payment Methods.
Use the date selector at the top to check a specific time.
Click Export to download a report to your computer.

If you were looking for another type of report please let me know!

Re: Tax Time Resources + Cats

2wildseeds — Tue, 13 Mar 2018 15:20:43 GMT

Thanks Helen! I actually came across it Sunday by chance but I appreciate you sharing your knowledge!

Re: Tax Time Resources + Cats

pmoscatelli — Sat, 07 Apr 2018 13:34:24 GMT

Hi. This post was helpful, however, what if I want to get a Year-End (For Tax Reporting) showing all the Payment Processing Fees?

As I see it right now, I would need to download twelve (12) monthly CSW reports.

Thanks

Re: Tax Time Resources + Cats

VanKalkerFarms — Sat, 07 Apr 2018 13:56:08 GMT

@pmoscatelli, you can go to the same report in the best answer https://squareup.com/dashboard/sales/reports/sales-summary and then choose your date range from the drop-down. you can select any 1 year time period or simply click the last year button. your total fees will be the second row from the bottom of the report.

Re: lootable report that includes Card holder, Date/Time and Receipt number-HELP!

Leesmom79 — Sun, 08 Apr 2018 19:08:28 GMT

Hi Everyone! How do I find the fees that I paid in 2017

Re: Item Detail Export Columns

NMI — Fri, 16 Nov 2018 15:03:43 GMT

Hi Helen

Thanks! Just what I needed.

Re: Item Detail Export Columns

DawnMediSpa — Tue, 18 Dec 2018 22:57:30 GMT

Does the "Fees Paid" column include capital payments or only the transaction fees?

Re: Item Detail Export Columns

Helen — Thu, 20 Dec 2018 22:43:12 GMT

Hey @DawnMediSpa, to see a breakdown of fees paid to Square and your Capital repayment details visit the Deposits section of your online Square Dashboard: Click on a specific deposit and you'll see a breakdown of both the fees paid to Square as well as Capital repayment details.

Re: Is there a report that can easily give me the transaction fees that were deducted from my paymen

MissDowney — Mon, 10 Feb 2020 00:06:43 GMT

Where are the fees posted

Re: Is there a report that can easily give me the transaction fees that were deducted from my paymen

nika — Mon, 10 Feb 2020 15:45:53 GMT

Hi @MissDowney. Check out Helen's answer just two posts above!

Detailed transaction with fee

kdcaseycole42 — Sat, 14 Nov 2020 19:10:04 GMT

I've searched for the answer to this and all I find is summary level answers. I want a detailed report that shows each transaction with each fee (not summarized) and what will be transferred to me. I need to know that I'm properly charging each transaction so that my customers are not being cheated out of their money........ This is not as obvious as you make it appear.