Exporting recipients - Karat Help Center

You can export your Payments recipients as a CSV file directly from the Recipients tab. Use this to reconcile your recipients in Karat with external systems like your accounting tool or HRIS, or to keep a local copy of tax forms on file.

Export your recipients

Open the export modal. Go to Banking > Payments, open the Recipients tab, and click Export above the recipients table.
Filter the recipients you want to export. The export includes every recipient currently matching the filters on the Recipients table. Before opening the modal, narrow the table using:
- Search: match by recipient name, nickname, or email.
- Status: filter by one or more of Created, Active, Recipient action needed, Pending, or Approved. If no statuses are selected, all recipients are included.
Choose whether to include tax forms. In the modal, check Include latest tax PDFs when available to bundle each recipient’s most recent W-9 or W-8 with the CSV. When this option is selected, the download is a zip file containing the CSV and the tax form PDFs. Leave it unchecked to download just the CSV.
Start the export. Click Export. Large exports keep running in the background, so you can close the modal and come back later: your in-progress and recent exports appear in the modal’s history list.
Download the file. Once an export is ready, click Download next to it in the history list. If an export fails, click Retry to run it again with the same filters. Exports remain available to download for a limited time after they finish.

What’s included in the export

Each row in the CSV represents one recipient and contains the following columns:

Column	Description
ID	The unique recipient identifier
Email	Recipient email address
First Name	Recipient first name
Last Name	Recipient last name
Nickname	Nickname used on the recipient, if set
Status	Current status (Active if the recipient has completed onboarding, otherwise Created)
Tax Collection	Whether tax collection is enabled or disabled for this recipient
YTD Completed Payments	Total completed payments to this recipient so far this calendar year
Lifetime Completed Payments	Total completed payments to this recipient across all time
Onboarding Link	A signup link you can share with recipients who have not yet onboarded

When Include latest tax PDFs when available is selected, the downloaded zip also contains the most recent W-9 or W-8 PDF for each recipient that has one on file. _{Karat is a fintech company, not an FDIC-insured bank. Banking and Card services provided by Grasshopper Bank, N.A., First Internet Bank of Indiana, and Cross River Bank, Members FDIC.}

​Export your recipients

​What’s included in the export

Export your recipients

What’s included in the export