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How to fill out the Understanding Your TD Merchant Services statement online
Understanding your TD Merchant Services statement is essential for effectively managing your business transactions. This guide will provide you with clear, step-by-step instructions on how to fill out the form online, ensuring you can easily interpret the financial information presented.
Follow the steps to accurately complete your statement online.
- Click the ‘Get Form’ button to obtain the document and open it in your preferred editor.
- Locate the merchant number and name section. Ensure your merchant number (e.g., 200 012345678) is correctly filled out, along with the merchant name which identifies your business.
- Confirm the statement period. This indicates the range of dates for which the transaction details are provided (e.g., from Nov 01, 2010 to Nov 30, 2010).
- Review the effective rate summary section. This includes detailed information about the total fees, total sales, and effective discount rates broken down by payment card type. Ensure all numbers are accurate.
- Examine the summary of fees. Here, specific fees such as credit rates and transaction fees are detailed per card type. Verify these calculations align with your records.
- Next, evaluate the summary of sales section. Ensure you have an accurate count of total sales and returns per card type, as this information is crucial for financial reconciliations.
- Look for any chargebacks and adjustments. Document any discrepancies or issues that have arisen during the statement period, ensuring you keep track of all adjustments.
- Finally, once you have reviewed all sections for accuracy, save your changes, and consider downloading or printing the form for your records.
Start filling out your TD Merchant Services statement online today to ensure accurate financial tracking!
How to Access Online Statements on EasyWeb Go to the Statements & Documents page. Select statements for an account. Refine your results.
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