Tax Return

[jason_a_A]

How can I get a summary of the fees I have paid for my tax return?

I can see a summary that has all my sales and fees but dont I need an invoice or receipt for my tax?

[_Violet]

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

I am having a little trouble understanding but it sounds like you are looking for a report to display the processing fees from Square over the past year, is that correct?

If so, you can get this information from your Sales Summary report. Select the date range to reflect "1 year" or the specific dates you want to show. Then, you'll see a line towards the bottom of the report that will show the processing fees.

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

[lawnbrook]

@jason_a_A ,

If you do want tax invoices you can get monthly ones in the dashboard under:

Accounts & Settings, Business Information, Tax Invoices but ultimately, you just need to be able to justify your claims.

I do my accounts on a week by week basis, and record fees each day. There is no evidence of this as such that I need to submit, but I can certainly provide evidence should it be needed.

If you are just recording income and expenses yearly, and feel you need this evidence then i would provide a yearly report showing fees as well as the monthly tax invoices.

Regards,

Bruce