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.
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.
We calculate monthly and yearly totals using the gross sales volume; we do not include credits, refunds, or chargebacks. You can reconcile these totals using your monthly statements, which are available in the Control Panel and can be found by clicking on Reports in the top navigation and selecting the Statements tab.
On the first page of your statement, in the Fee Details table, the Quantity in the Discount row shows your gross sales volume. This should match the monthly totals on your 1099-K.
If any of the information is incorrect, contact us so we can provide a corrected 1099-K form.
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.
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.