Where do I find my Tax Documents for Payments?
YouLi creates dynamic invoices for your Travelers to see what they owe and pay in installments. You can ensure your tax compliance using your Accounting platform and get tax reports from your gateway.
Invoices in YouLi
Learn more about how to use YouLi to provide invoices to your Travelers
Tax Documents for Payments
Since YouLi connects to your payment gateway:
- Stripe
- Square
- PayPal
- Authorize.net
- Cybersource
- etc
You will find any required tax documents relating to the payments sent through those gateways in your gateway dashboard.
How do I make sure my accounting is accurate for taxes?
If you only run a few trips, you can download all your Payment data from the MANAGE PAYMENTS -> PAYMENTS tab on your trips and upload those to your Accounting platform.
When you have more Trips, we recommend using our integration with Zapier to pass data to your online Accounting platform (like Xero or Quickbooks) and create exactly the right accounting records for each payment.