PaymentDash

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Features

Sales reports and taxes

Monthly sales statements, analytics PDFs and a set of tax reports that make year-end simpler.

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Sales reports and taxes

Sales reports

Monthly statements with your business name, logo and address, as a PDF.

Tax reports

Choose a tax year and download each report as a PDF or CSV.

  • Annual income summary: gross receipts, refunds, net and month by month
  • 1099-K reconciliation: card volume by month to compare with the form your processor sends
  • Processing fees report, by month and card type
  • Sales tax collected from WooCommerce orders, by month and tax rate
Tax reports

1099s for people you pay

Keep a list of contractors you pay, with tax IDs stored encrypted, and make 1099 recipient statements plus a CSV for your e-filing service. You file them yourself.

Questions

Is this tax advice?

No. The reports help you prepare. Check with your accountant.

Related features

Overview and analytics

See how you are doing today, this week or this month, and dig into what changed.

QuickBooks Online and Zapier

Send your payments where your business already works.

Text and email alerts

Hear about the payments that matter, the way you like.

Every feature, every plan.

One yearly price. Cancel your renewal any time.

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