As I understand the 1099-K form includes Gross Sales before 1) Discounts 2) Refunds 3) Fees and anything else not gross sales.
I can generate a report that gives my Total Revenue, Discounts, Refunds for my shop, but doesn't distinguish by payment method.
Issue is part of my sales are Paypal, Amazon and Apple Pay I also get a 1099-K from Paypal for Shopify sales. Therefore I know what my Gross Sales from my Shopify Payments shop are but I do not know this for Paypal, because all they see is whatever goes to them in sales after discounts. Any ideas how I can extract the Discounts information from Paypal? I would rather not upgrade to the $299 plan just for that report. The ROI just isn't there based on my sales. Any advice appreciated :)
Actually thinking about it a bit more, you will see the refunds on that report but you won't see the discounts since discounts are not paid for (by definition)...
Even if you upgrade to the $299 plan, I'm not sure how you'd be able to get that information.
1 tricky part is that discounts are applied to orders, not transactions. And it is the transactions that are attached to a payment gateway like Paypal.
If you're willing to use an app for this, I'm thinking I could add a report that shows you what you need on my reporting app https://apps.shopify.com/betterreports