Stopping by to see if anyone has problem figuring out their numbers. If you are using a bookkeeping package and record every sale, all power to you, I use giant spreadsheet where I download all PayPal transactions and do little spreadsheet trickery to get my numbers. 15022 PayPal records.
Anyone interested, I will write how to filter, it's not so simple, especially if you have multiple PayPal accounts and transfer between them and if you purchase through same PayPal account and maintain multiple currencies.
Here is a way I use to extract tax information from PayPal postage - it's not part of the download, so either you go to each email and record it or use small spreadsheet trick to get it done faster:
1) sort PayPal history by Date and secondary by Time, setup AutoFilter on top of PayPal transactions and filter by Name "Canada Post".
2) copy Date column to your expenses spreadsheet (append at the end for now, you will resort your expenses by date later). Then copy Gross column. Fill up rest of information in your expenses (Canada Post, etc - by filling first row and dragging. Now you have postage extracted in your expenses, but still missing tax info.
3) sort PayPal emails by date/time. Emails order now matches the order of expenses you just copied.
5) going through emails, write province name in separate column on each line e.g. ON postage, QC postage, Int postage, etc. I found it's fastest if one person reads loud the amount and province from email and second person writes in spreadsheet. We have processed over 500 PayPal postages in less than 30 minutes this way.
6) AutoFilter by province and fill one column with tax rate. Repeat for all provinces. You can simply copy tax rate into clipboard (CTRL-C), select all the fileds where you want to propagate it and press CTRL-V.
7) into subtotal use formula like C2 / (1+D2), where C column is your postage total copied from PayPal and D column has tax rates you propagated in step #6. If you used different columns, change formula accordingly. Propagate to all rows by selecting and pasting.
Warning: when you use filter, do not propagate formulas and values by dragging, otherwise you overwrite fields hidden by filter. Instead, copy formula into clipboard (CTRL-C), select all fields you want to propagate and press CTRL-V. This will propagate formula/value only into selected fields. Hidden cells were not selected, so they will not change.
Hint: use temporary columns when needed, then copy and paste-special values when done. Dont delete temporary columns until all your formulas have been changed into values, otherwise formulas will break. Paste-Special is in Edit menu, also CTRL-SHIFT-V
Hint 2: when using formulas, use dollar sign for static fields, for example A2 will propagate into A3, A4, A5 etc, but A$2 will not change during propagation.
