Membership and Service Fee Report

[b9c7f74f]

Hi all, 

This is my first tax season since joining. Is there a way to run a report through the site that shows your membership and service/connects fees only or do you have to run a targeted transaction report and separate the fees from the whole category of withdrawals? Hopefully I've just missed the easy way to pull these? 

Thank you! 

[LuiggiR]

Hi Sarah,

Thank you for reaching out; I'm happy to help! You should be able to download a CSV with all your Membership, Connects, and service fees from your Transaction History page. You can filter by "debit" and the statement period you want to see and click "Download CSV." Don't hesitate to let us know if you need further assistance.