Transaction History

The Transaction History page is a searchable history for all transactions, ITEX dollars and cash, posted to your ITEX account.

Search

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.

Show All

The SHOW ALL button will show all transactions for the entire history of your ITEX account.

Sort

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.

Offset Information

Clicking on the Offset name will open a window with contact information for that ITEX member.

Print

At the bottom of the transaction history is a button labeled Print. This button will put the selected transaction history in a printable format.

Download

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.

• QIF Format - A Quicken Interchange Format (QIF) file is a specially formatted American Standard Code for Information Interchange (ASCII) text file. It is used to transfer data between financial programs' data files, from a financial institution's Web site to a financial program, and in some cases between other financial programs. Compatible financial programs include Quicken, Microsoft Money, and others. Consult your program's documentation for instructions on importing QIF formatted files.
• CSV Format - A Comma-Separated Value (CSV) file is an ASCII text file containing values separated by commas. The CSV Format can be read by any spreadsheet program such as Microsoft Excel or Lotus 1-2-3.

1099-B Tax Summary

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.