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Updating Agency & Freelancer Reports

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Community Leader
Amy M Member Since: Jul 3, 2015
131 of 137

I have to finish my taxes and it looks like they have removed the earnings reports.  How can I know what I earned for all of 2019 and the fees paid so I can do my taxes that are due in a few days? 

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Community Leader
Amy M Member Since: Jul 3, 2015
132 of 137

Under "My reports" I cannot select a date range for all of 2019.  How are we supposed to know what we earned in prior years for tax purposes? 

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Community Guru
Wes C Member Since: May 3, 2019
133 of 137

Instead of looking in My Reports, try the Transaction History and see if you can select the full range there.

 

I strongly suggest you keep your own set of books and copy the Upwork transaction details over to your books on a regular basis. Don't rely on a third party, even Upwork, to keep track of critical information like that.

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Community Leader
Amy M Member Since: Jul 3, 2015
134 of 137

I have been working on upwork and odesk since 2011 and the report I am speaking of was always available and it was always how I did my taxes.  We get handy W2s from formal employers.  I  don't think it is unreasonable to expect an accounting from someone I pay a hefty percentage of my earnings to.   

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Community Leader
Amy M Member Since: Jul 3, 2015
135 of 137

So the answer is really we now have to keep track of every transaction and fee?  I have various clients sometimes with 3 different transactions just in one week.  It is going to be tedious to add and subtract every little transaction for 52 weeks.  Yeah to math practice I guess.  Grrr.  

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Moderator
Nikola S Moderator Member Since: Jul 2, 2020
136 of 137

Hi Amy,

 

I have merged your posts into the thread where the reports were being discussed. Earnings by client reports isn't available anymore. However, you can access the information using Transaction History as Wes, suggested, Total Billings by Client reports (where you can click on the amounts and customize the dates,) or by using My Reports. Feel free to check out Vladimir's replies on this thread for more information.

 

~ Nikola

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Community Guru
John K Member Since: Feb 17, 2015
137 of 137

Amy M wrote:

So the answer is really we now have to keep track of every transaction and fee?  I have various clients sometimes with 3 different transactions just in one week.  It is going to be tedious to add and subtract every little transaction for 52 weeks.  Yeah to math practice I guess.  Grrr.  


I take the extension on filing taxes so I had to recently calculate total I earned on Upwork for 2019, and using Wes' method of looking at Transaction History then adjusting the start & end dates for Statement Period, and filtering by Withdrawals and then clicking Download CSV, I was able to import the CSV into a spreadsheet and then sum the Amount column to get the info I needed. It's a bit of work, but better than trying to do it by hand.

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