Step-by-step video guide

1. Go to Payments in your dashboard.

2. Click Transactions.

3. Set the date range you want to report on (for example, the quarter).

4. Select the quarter range (e.g., January through March).

5. Click Confirm to load the transactions.

6. Open Filters and set Status = Succeeded to exclude failed transactions.

7. Click the Download button.

8. Confirm/download: the system will email you the report once it’s ready.

9. Open your email and find the message with your transactions report link.

10. Click the link in the email to access the export.

11. If you don’t see the email, check your spam/junk folder.

12. Download the CSV file from the link.

13. Save the CSV to your computer.

14. Open the CSV (in Excel, Google Sheets, or similar).

15. Review the exported data in the spreadsheet.

16. Scroll to the Tax amount column.

17. At the bottom of that column, use a SUM to total the tax collected (e.g., =SUM(<tax_amount_column_range>)).

18. Use the resulting total as the sales tax collected figure to submit to your accountant or tax authority.