The Balance summary section shows your starting and ending Stripe balance for the selected date range, along with a high level summary of your activity during the period. Your balance includes funds that are available, pending, and any reserved funds, if applicable. To download this report, please follow the steps below.
If you solely use Stripe through your SimplePractice account, you only need to upload the SimplePractice Annual Financial Activity Report. In the Complete Year-End Bookkeeping module for annual taxes, you can mark Stripe document requests as "not relevant" to proceed.
- Log in to https://dashboard.stripe.com/reports/hub
- Under “Track money movement” and click Balance Summary
- Select January to December.
- Click Download
- Upload this report to Heard.
Please note that both the Balance report and the Payout reconciliation report are needed for year end documents.
Only use Stripe through SimplePractice
If you solely use Stripe through your SimplePractice account, you only need to upload the SimplePractice Annual Financial Activity Report.
In the Complete Year-End Bookkeeping module for annual taxes, you can mark Stripe document requests as "not relevant" to proceed.
In the Complete Year-End Bookkeeping module, for Stripe report requests:
- Click the checkbox to mark "Not Relevant".
- In the pop-up box, you can select:
- Reason: I haven't used this vendor in 2025
-
Context: I use Stripe through SimplePractice
- Click Confirm Not Relevant.