Work with payouts list
This article covers how to view, sort and customize your payouts list. To export payout details as a CSV file, generate a payout reconciliation report .
To view your payouts, go to Billing > Payouts from the left menu bar. The payouts list is available to firms using TaxDome Payments —firms using Stripe see only the payout report export on this page.
Note
The Payouts page is available to firm owners, admins, or team members with Manage payments access right .
Work with the list
The Payouts page lists every payout TaxDome Payments sends to your bank account, one row per payout. New payouts appear automatically as Stripe processes them.
To see which payments a payout includes, click its payout ID. Billing > Payments opens filtered to that payout.
For payouts that arrived before this page was available, use the payout reconciliation report .
Sort payouts list
Sort payouts by date, payout amount, status, QuickBooks sync status, Stripe fee, refunds or adjustment. Click the up-down arrows next to the chosen column name to sort the list.
Customize columns
To choose which columns to display, click the gear icon at the top right of the table.
Here, you can select the columns you want to be displayed and change their order. You can enable, disable, or move any columns you want, except for the Payout ID column. After clicking Apply, the table will be rebuilt with the new settings. Click Reset to restore all columns.
For a full list of available columns, see Payouts list columns below.
Export payout report
To export your payouts as a CSV file, click Export payout report, select a reporting period, then click Generate report. Only firm owners and admins can export the report. More on the payout reconciliation report .
Reference: Payouts list columns
| Column | Description |
|---|---|
| Payout ID | The Stripe payout ID to match against your bank statement or Stripe dashboard. Click it to see the payments in that payout |
| Date | The date the payout arrives in your bank account |
| Payout amount | The net amount sent to your bank. A negative amount means refunds and fees outweighed payments, so Stripe withdrew the difference from your bank account. For these payouts, the Stripe fee, Refunds and Adjustment columns show a dash |
| Status | The payout status from Stripe: Pending, In transit, Paid, Failed or Cancelled |
| QuickBooks | The payout’s sync status if you use automatic payout sync : Synced, Syncing, Not synced, Failed or Skipped. Hover over the status to see why |
| Stripe fee | Total Stripe processing fees in the payout |
| Refunds | Total refunds in the payout |
| Adjustment | Total disputes and other adjustments in the payout |
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