💳 What to expect at tax time if you're processing credit card payments with Schedulicity.
When will I receive my 1099-K?
At the end of each January, our payment partners—Schedulicity Pay (Adyen), Clearent, and Stripe—issue 1099-K forms
There are no tax forms from Schedulicity directly -> Payment Processors issue tax forms
Schedulicity Pay (Adyen), Clearent, and Stripe will report on all credit card transactions ran through your Schedulicity account for a tax year
How can I access my 1099-K online?
For Schedulicity Pay (Adyen) - via your Payment Dashboard
For Clearent - via your Clearent Account
For Stripe - via your Stripe Dashboard
🚥 Cash, Check, & Other tender types:
Keep in mind that any cash, check, or transactions types won't be reported on your 1099-K
Access those tender types via Schedulicity, from the Transaction Report or Sales Summary
What sales reports can I access in Schedulicity?
Breaks down gross sales, net sales, discounts, fees, refunds, taxes, and gratuity
Filter by provider as well as date range
Track all the transaction (line by line) you’ve collected through Schedulicity
Filter by date range & export for more data
👕 Where can I find my product sales?
Via the Product Management report, to track taxes, net sales, and profit.
Select the three lines in the upper left -> choose Reports
Click Product Management report
Set your date range (up to 1 year at a time)
Choose to view, print or export in the upper right
📣 For more help around gathering your tax documents or anything else, contact our Customer Support Team.