why can't I view the annual financial summary

LKitts
Contributor
Contributor

I have tried to download the Annual Financial Summary & I can't view it.  I need that info for tax purposes

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8 REPLIES 8

snowshoe
Frequent Advisor
Frequent Advisor

Another option is to export your transaction history to a CSV file.  Then you can use an app like Excel to sort and manage the data.  See this user guide for tips on reports and the export process (it's really easy).

https://www.paypalobjects.com/webstatic/en_US/developer/docs/pdf/pp_merchantsetupadministrationguide...

 

As this is a member to member help forum, we don't have access to user account info or details so unfortunately we really don't know what is going on with your account.   We can suggest that you contact customer support direct with your concerns as they can look at your information.

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PurpleMoonDsgn
New Community Member

Just a heads-up, I tried four or five times before it finally downloaded in an Adobe doc. It would be nice to have it in CSV, but I don't see the option (could just be me missing it). Keep trying!

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PayPal_Arda
Moderator
Moderator

Hi, PurpleMoonDsgn,

 

Welcome to PayPal UK community forum. I am sorry to hear that you have tried to download your summary more than few times which you shouldn’t be at all, this is annoying. Our user’s voice is important to us; I will pass your feedback to the related team.

 

We are available 24/7 to answer private messages sent through our Facebook page (www.facebook.com/PayPalUK) and respond swiftly to any tweets directed towards @AskPayPal!

 

Arda

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Rhomany
Contributor
Contributor

Is there any resolution to this? I don't have an Annual Summary report either. I could understand if maybe you hadn't been on Paypal for a year or something, but I've been with you a decade.

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Inspiral
Contributor
Contributor
I can't find This report listed anywhere on PayPal site - only monthly reports etc. very annoying was relying on it for tax return
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millzee
Contributor
Contributor

Same here?? Where is this so called report?  hidden away like most stuff?

 

Can someone from PayPal please explain  how they can pull up the annual financial report please? because all I see is monthly reports......which is meaningless

 

thnx

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lwjames
Contributor
Contributor

I was pulling my hair out but I found it! Make sure you click on classic site. Then click on more and choose Monthly Account Reports. At the top is offers more reports and it's there or you can go back to reports home page! Geeze! What a pain. Why do they always change things that aren't broken!

 

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WotV
Contributor
Contributor

Thank you thank you thank you!!! I've been going crazy!!!!!!!!!!!!!!!!!!!!!!!!!!!!

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