View Nova Payments tax documents

Open the tax documents the card processor prepares for your business from the Nova Payments page, know what does and does not appear there, and where the deposit reports and receipts live instead.

In the sidebar, open Settings, then choose Nova Payments under Sales & Billing. The page address is /settings/org/billing/payments. The documents are on the Business details tab (/settings/org/billing/payments?tab=business), which appears once payments are launched.

Before you start

• Your role needs permission to view Nova Payments documents. Without it the Tax documents section is not shown.
• The panel holds only what the card processor itself prepares. Your invoices, receipts and deposit reports are elsewhere in Nova (see "What you see").

Steps

1. Open the Business details tab.
2. Under Tax documents, press Tax documents. A side panel headed Tax documents opens on the page; its address ends in /secure-page/tax-documents. Each document shows its name and tax year.
3. Select a document to open or download it. Save it where your accountant can find it.
4. Close the panel when you are done, or press the browser's Back button. The page refreshes on its own.

What you see

• Tax forms appear only where your country requires the card processor to report your card income, and only after the year they cover has ended. Many businesses, including most Canadian ones, see an empty list, and that is normal.
• Each document is for the whole payment account, not for one branch or one customer.
• For what was deposited and the fees taken out, open Sales & Billing, then Getting Paid, then Bank Deposits; every deposit has a Report link. For totals over a period, open Reports, then Bank Deposits. See See when a bank deposit arrives and Review bank deposit totals and reconciliation.
• A copy of each customer's receipt is on the payment itself, and the invoice PDF is on the invoice.

If something looks different

• The Business details tab or the Tax documents button is missing: your role cannot view Nova Payments documents, or payments are not launched yet. See Set up Nova Payments.
• The panel says "This is taking longer than usual." or "This secure page couldn't load.": press Try again. If it keeps failing, close the panel, choose Refresh status in the Actions menu and open it again. See Check on Nova Payments after launch.
• The list is empty but you expected a form: the card processor may not have issued it yet, or your business is below the reporting threshold for your country. The card processor emails the verification address when a form is ready. See Emails Stripe sends about Nova Payments.
• The business name or address on a form is wrong: press Update business details under Your business on the same tab and correct it in the secure form. The button shows only for roles that can manage both Nova Payments and bank deposits; otherwise ask an owner or admin. The processor reissues forms on its own schedule.

Open Nova Payments