As in the financial year comes to a year closing, you start receiving a call from your CA (Charted Accountant) to start sharing your yearly financial statements. The government, on the other hand, starts introducing the bonuses for the early investment submissions. When you are earning more than 10 million INR (1 Crore) in a financial year and you think that now as in you have submitted all your investment statements, it’s all done from your side but my friend it is still not over yet as now PayPal transactions are also necessary for proper accounting & only a few chartered accounting firms asks their clients for PayPal transaction details. As you are being a responsible citizen who abides the laws need to share its PayPal transaction details as well.
Now the question comes that how to export the transaction details by your PayPal account?
In this post you will learn all about your Transaction details on your PayPal account in .csv, .pdf or. xls format.
PayPal has recently gone for a makeover on their new UI & got a modern design. The only problem is that the old PayPal users like us who need to get used to with this new interface. Here we have created some simple steps which you need to follow & you will be able to export your PayPal transaction details.
1. Log in to your PayPal account.
2. Click on “Activity” tab at the top of the PayPal window.
3. Click on “Statements” sign on the top right side of the window.
4. Click on “Quick Reports” where you could get the transactions report of the current month.
NOTE: For tax documents, you can click on “Tax Docs” for your statements of the past years.
5. Click on “Transactions” > “Transaction finder”
In the date range, specify the date for which you need to export the details.
NOTE: The date range which can be selected is in the range of 90 days.
6. You can also use filters like transaction types or currency to further refine your search.
7. Click on “Search” & results will be shown on the same page. Just select the option on the right to export the data in any format you desire.
That’s all you need to do Folks!! The download will happen instantly.
Even when you don’t need the transaction details, you will be requiring it for your accounting purposes during the year-end audit which will help you to find which monetization technique is working best for you.