> ## Documentation Index
> Fetch the complete documentation index at: https://help.trykarat.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Exporting recipients

> Export your Payments recipients to a CSV, filter by status or search, and optionally bundle their latest W-9 or W-8 tax forms in a zip.

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

1. **Open the export modal.** Go to **Banking > Payments**, open the **Recipients** tab, and click
   **Export** above the recipients table.
2. **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.
3. **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.
4. **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.
5. **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.

*<sub>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.</sub>*