Manage your payment settings and earnings via Stripe

Once you’ve connected TaxDome Payments, you can access your Stripe dashboard to view earnings and change your payment details. To see your payouts without signing in to Stripe, use the payouts list in TaxDome.

Before you start

Make sure you’ve completed the TaxDome Payments onboarding process in TaxDome. If you haven’t set up your account yet, learn how to connect to TaxDome Payments .

Access your Stripe dashboard

The TaxDome Payments card in Settings > Integrations > Payments shows which Stripe account is connected to TaxDome: its Business name, Stripe account ID, and Owner email. If your business has more than one Stripe account, use these details to confirm which one TaxDome uses.

To sign in to your Stripe dashboard:

1. Go to Settings > Integrations > Payments, then click Stripe dashboard on the TaxDome Payments card. This opens the Stripe account connected to TaxDome.

2. Enter the email address you used to sign up for TaxDome Payments.

3. Enter the verification code sent to your phone number.

Note

If you’ve lost access to the phone number or email on file, see Login troubleshooting .

View your earnings and activity

Note

If you registered for TaxDome Payments before February 6, 2026, some features listed below may be temporarily unavailable in your Stripe dashboard. They will become accessible soon.

After signing in to your Stripe dashboard, you can:

• View recent earnings: See a chart of your earnings over time on the Home page.
• Check total balance: View your current available balance and upcoming payouts in Balances.
• Review transactions: Access a list of recent charges, payouts, and payment activity in Transactions.
• Track payout schedule: See when funds will arrive in your bank account and access payout history in Balances > Payouts.
• View reports: Access the Reporting section in your Stripe dashboard to review and export detailed payment data.

Tip

You can view processing fee statements for past months in Reports > All Fees in your Stripe dashboard. Fee data is available 96 hours after a fee affects your balance.

Understand payout timing

Payouts follow a standard schedule with processing delays. Understanding how this works helps you plan when funds will arrive in your bank account.

Payouts follow this schedule:

• Daily processing with a 2-business-day delay
• Daily cutoff time: 7:00 PM EST (12:00 AM UTC)
• No processing on weekends or holidays

For card payments, funds are available in your Stripe balance instantly and eligible for payout on the standard 2-business-day schedule. ACH bank debit payments take 4–5 business days to clear before funds are added to your Stripe balance. Once available, they follow the same payout schedule.

Payout timing is based on when a payment is processed, not when it’s later applied to an invoice. This applies to prepayments and deposits: the payout clock starts when the client makes the prepayment, even if that credit is applied to an invoice much later.

Example payout timing:

The dates above reflect when Stripe initiates the payout. Most banks post the deposit within 1–2 business days after that.

Note

Instant payouts are not currently available for TaxDome Payments.

Change your bank account for payouts

To update the bank account where you receive payouts:

1. Sign in to your Stripe dashboard (see Access your Stripe dashboard ).

2. Go to Balances.

3. Click Manage payouts button and select Manage bank accounts.

4. Click Edit account to update your current bank details or Add bank account to register a new one.

Add team members to your Stripe dashboard

To allow team members to view your Stripe account (including payment activity and earnings), add them directly in Stripe.

To add a team member:

1. Sign in to your Stripe dashboard .

2. Click Settings in the top right corner.

3. Select Team and security.

4. Click Add member, enter the team member’s email address, and assign their role and permissions.

5. Click Send invites.

The team member receives an email invitation. Once accepted, they can access the Stripe dashboard with the permissions you assigned.

Note

Team member access is managed directly in Stripe, not in TaxDome. For details on available roles and permissions, see Stripe’s documentation .

Respond to Stripe information requests

After onboarding, Stripe may ask for more details about your business—for example, a document or information about the payments you process. Stripe may pause your payments or payouts until you provide them.

When Stripe has an open request, TaxDome shows it in three places:

• A TaxDome Payments needs more information banner at the top of the page
• A red exclamation mark next to Settings, Integrations, and the Payments tab
• A block above the TaxDome Payments card that lists each request with its status, such as Past due

To respond:

1. Click Go to Payments settings in the banner, or go to Settings > Integrations > Payments.

2. Find the request above the TaxDome Payments card, then click Add information.

3. Sign in to Stripe if prompted, then submit the requested details.

Once you’ve submitted everything, the banner and exclamation marks disappear. The list of requests stays above the card while Stripe reviews your submission.

Note

The banner is visible to the firm owner and admins.

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