How can I review all my payment transactions for the tax year?
You can export a list of all payment transactions for a specified year from your Dashboard using the Available On filter. The Amount column for these list of transactions will provide a complete summary of all transactions that contributed towards the totals used to determine your eligibility in receiving a 1099-K form. If you did not qualify for a 1099-k, you can use this report to see why.
To export a list of all payment transactions:
- Log into your Stripe account.
- Navigate to your Dashboard Balances: All activity page.
- If you have accepted any non-credit card payments during the year, such as ACH payments or transfers from another Stripe account, you will need to access these payments separately.
- Set filters for Available On for the full calendar. For example, set the year of 2024.
- In the upper-right corner of your screen, select Export.
- After the download has finished, open the .csv file in your spreadsheet viewer of choice such as Microsoft Excel, Google Sheets, or Apple Numbers.
1099-Ks from Stripe to Connect Custom and Express platforms will also include all transactions processed through their connected accounts. See 1099-K Platforms for more information.
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