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Accessing Your Merchant Statements and Form 1099-K

Learn how to find your monthly processing statements and your annual Form 1099-K through the CardPointe (CardConnect) portal.

Managing your organization’s finances requires quick access to both transaction history and tax documentation. Within the CardPointe portal, the Reporting dashboard serves as your central hub for retrieving monthly processing statements and your annual Form 1099-K. Whether you are reconciling your monthly deposits or preparing for tax season, follow the steps below to locate and download these essential PDF records.

Accessing Merchant Statements

  1. From the CardPointe dashboard, navigate to Reporting > Statements.
  2. Click on location area to select the correct Merchant ID (MID).

  3. Click Download.

    1. The PDF provides a detailed breakdown of the prior month’s transactions, fees, and adjustments.

CardConnect processes its monthly charge on the 2nd of each month. On that day, fees are applied to donations included in the net deposit, which can cause reconciliation totals for that date to differ from expected amounts.

Accessing Form 1099-K

  1. From the CardPointe dashboard, navigate to Reporting > Form 1099-K.
  2. Click on the location area to select the correct Merchant ID (MID).
    1. Only the main Credit Card MID will have a 1099-K available in this system.
    2. ACH accounts send their 1099-Ks separately and cannot be accessed via the CardConnect portal.
  3. Choose to download the PDF in either Summary or Detail view based on your reporting needs.

If you have additional questions or need clarification about statement information, please contact the Merchant Services Team.