Can't access 2020 records to complete tax

Susiesudu
Contributor
Contributor

Trying to access older records to urgently complete my 2020-2021 tax return and cannot access info that far back.

Please help

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1 ACCEPTED SOLUTION

Accepted Solutions
Solved

Susiesudu
Contributor
Contributor

Thank you so much, I'm now waiting to receive from PP.

View solution in original post

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2 REPLIES 2

sharpiemarker
Esteemed Advisor
Esteemed Advisor

@Susiesudu 

 

Here's how to create an Activity Download report:

  1. Go to Activity.
  2. Click Statements or the download icon on the right of the search bar.
  3. Click See more reports.
  4. Click Activity Download.
  5. Select the transaction type, date range, file format, and customize report fields.
  6. Click Create Report.
  7. 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. 🙂
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Solved

Susiesudu
Contributor
Contributor

Thank you so much, I'm now waiting to receive from PP.

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