Reporting

1099-K

Depending on your account setup and your business’s location, we may be able to provide a 1099-K for tax purposes. When applicable, we’ll make it available online in the Control Panel. If you have any questions or you want to request a paper copy of your 1099-K, contact us.

Viewing your 1099-K in the Control Panel

To access your 1099-K in the Control Panel, your user's role must have the View Statements role permission enabled; the Account Admin role includes this permission by default. To pull your 1099-K:

Log into the Control Panel
Click on the gear icon in the top right corner
Click Business from the drop-down menu
Click on the Documents tab
Click the View Tax Statements button
Click on the desired IRS 1099-K - YYYY link to download the PDF

The previous year's statement is generated at the end of January and will be available until at least October 15.

Note

If your 1099-K isn’t available in the Control Panel and you are a US Braintree Direct merchant who processed transactions during the previous tax year, we will send your 1099-K to you via email or snail mail.

Reconciling 1099-K totals

Monthly and yearly totals on the 1099-K are calculated using the gross sales volume. This does not include credits, refunds, or chargebacks.

If any of the information is incorrect, contact us so we can provide a corrected 1099-K form.

PayPal transactions

PayPal transactions are not included in the 1099-K that Braintree provides. If you process PayPal transactions with your Braintree account, you will receive a separate 1099-K from PayPal for those transactions. For information on where to find your PayPal 1099-K, visit the PayPal Help Center.

American Express transactions

If you process American Express using Braintree's aggregated Amex, the monthly totals on your 1099-K will include all Amex transactions. If you have your own account directly with Amex, you will receive a separate 1099-K from Amex for these transactions.