Susiesudu
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Posted on
Aug-06-2022
08:02 PM
Trying to access older records to urgently complete my 2020-2021 tax return and cannot access info that far back.
Please help
Solved! Go to Solution.
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Activity Download
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Tax Documents
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Susiesudu
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Aug-07-2022
02:06 AM
2 REPLIES 2
sharpiemarker
Esteemed Advisor
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Aug-06-2022
08:41 PM
Here's how to create an Activity Download report:
- Go to Activity.
- Click Statements or the download icon on the right of the search bar.
- Click See more reports.
- Click Activity Download.
- Select the transaction type, date range, file format, and customize report fields.
- Click Create Report.
- When the report is ready, click Download.
To view your running balance, select "Balance affecting" under "Transaction type." Your running account balance is shown in the "Balance" column.
or generate a Financial Summary (monthly or yearly):
https://www.paypal.com/reports/financialSummaries/financialSummary
Kudos & Solved are greatly appreciated. 🙂
Susiesudu
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Aug-07-2022
02:06 AM
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