Home ReportsHow to issue my accounting reports?

Find your question in the Help Center

How to issue my accounting reports?

Keeping track of your sales accounting data is an important part of maintaining your business's financial and tax records. To help you with this, Hotmart provides different reports that bring together information about revenue, fees, commissions, and financial transactions processed on the platform.

In this article, you'll learn what each accounting report is used for, when to use it, and how to access it from your Hotmart account.
 

Earnings and Expenses Report

The Earnings and Expenses Report provides a complete view of all financial transactions in your account during the selected period. It includes information about revenue, Hotmart fees, and payments made to affiliates and cocreators, making it easier to monitor your business's financial activity.

How to generate the Earnings and Expenses Report
  1. Log in to your Hotmart account using this link https://app.hotmart.com/.
  2. In the left-side menu, select Reports > My insights.
  3. In the menu on the right, click Financial Statements > Earnings and Expenses.
  4. Use the filter to set the desired period and currency, then click Apply filters.
  5. Click Export to PDF to download your report.

 

Self-Billing Report

The Self-Billing Report is available only for sales made under specific scenarios. It shows the creators' net revenue for the selected period and currency, taking into account deductions related to Hotmart fees and payments made to affiliates and cocreators.

The report is available under the following conditions:
 

Scenario Creator's location
(country registered in the Hotmart account)
Creator account type Product type Buyer's location
1 European Union Any (Individual or Business) Electronically supplied (ESS) European Union
2 Mexico Individual Any Mexico


Electronically Supplied Services (ESS), for tax purposes in the European Union, are services delivered over the internet or an electronic network in an automated manner, with little or no human intervention, such as software downloads, online courses, and streaming services. All existing products and new products are classified as ESS by default. If you have questions when defining your product's nature, we recommend consulting your accountant or legal advisor. To learn more, check out this article.
 

How to generate the Self-Billing Report
  1. Log in to your Hotmart account using this link https://app.hotmart.com/.
  2. In the left-side menu, select Reports > My insights.
  3. In the menu on the right, click Financial Statements > Self-Billing.
  4. Use the filter to set the desired period and currency, then click Apply filters.
  5. Click Export to PDF to download your report.


Financial Data Report

The Financial Data Report provides detailed financial information about your sales on Hotmart and can be used by creators, cocreators, and affiliates to review the accounting values of their transactions.

The information displayed varies according to the cocreation model used. To learn more about these models, check out this article.

Important: this report is available only for creator accounts registered in Brazil. If your account meets this requirement, follow the steps below to generate the report.

How to generate the Financial Data Report
  1. Log in to your Hotmart account using this link https://app.hotmart.com/.
  2. In the left-side menu, select Reports > My insights.
  3. In the menu on the right, click Financial Statements > Financial Data.
  4. Select the option that matches your cocreation model.

    Sales as a Creator or Business Partner Cocreator

    The data will be exported as a CSV file, including details such as buyer information, transaction details and status, purchase amount and currency, accounting amount and its corresponding currency.

    Sales as an affiliate or cocreator in the commission model

    In addition to the information above, the CSV file will also include:

    • Service payer: the person who paid the commission, that is, the creator or cocreator who contracted the affiliate's or cocreator's services.

    • Accounting amount for the service payer: the accounting value of the commission paid for each sale. If you issue invoices to your clients, this is the amount you should consider (together with any other amounts from the same payer during the selected period) when issuing invoices for the commissions you received.

  5. Select the desired reporting period.
  6. Click Export to generate the CSV file.


For all your sales, Hotmart issues a receipt for the platform fees charged, and you can use the Earnings and Expenses Report to support your financial and tax management. We also recommend consulting your accountant and reviewing this article to better understand your tax responsibilities.

If your goal is to review general information about revenue, commissions, and transaction fees, use the Sales Report, as explained in this article.
 

Important: the reports described in this article do not have tax validity for Brazilian creators, cocreators, or affiliates who sell internationally. Any applicable tax obligations must be fulfilled independently of these reports. If you have questions, consult your accountant and/or legal advisor.
Do you need to talk to us?

If you have any further questions, please contact us and we'll get back to you as soon as possible