The Transaction History page is a searchable history for all transactions, ITEX dollars and cash, posted to your ITEX account.
Select the From and To dates using the calendar icon and click Search or, refine your search by selecting the type of transactions you want to view for the From and To dates.
The SHOW ALL button will show all transactions for the entire history of your ITEX account.
When viewing the transactions, each of the column headers except Trx Type can be clicked to sort by that column. Clicking a column header a second time reverses the sort order on that column.
Clicking on the Offset name will open a window with contact information for that ITEX member.
At the bottom of the transaction history is a button labeled Print. This button will put the selected transaction history in a printable format.
At the bottom of the transaction history are two buttons: QIF Format and CSV Format. The QIF and CSV allow you to save the transaction history to your computer allowing you to view and manage your ITEX Account in your favorite financial or spreadsheet program.
The 1099-B Tax Summary allows you to view the details of your account activity that is subject to tax reporting.
Unless noted otherwise on the page, the information you see will be reported to the IRS and you are required to report
the information on a 1099-B form when filing your tax returns. Final year 1099-B information is included on the first
ITEX statement following January 1 of each year. Visit the IRS website
for more information on tax requirements for barter transactions.
Note: If the Federal Tax ID and/or IRS Name are incorrect you must contact ITEX Corporation immediately to furnish
the correct filing information. Failure to do so can result in fines from the IRS as well as resulting in your
ITEX Account being frozen and/or closed. Remember that the filing information shown must match exactly the filing information
you will use for your tax returns.
You can download the transaction details into QIF or CSV format. See the previous section for details on these formats.