Managing recipients in Payments

The Recipients tab on the Payments dashboard shows everyone you’ve added as a payee, along with the payout method they’ve chosen and how much you’ve paid them. To open it, select Payments in the sidebar, then the Recipients tab.

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Recipients table

Each row shows:

• Name — the recipient’s display name and email
• Payment method — the payout method the recipient is currently set up to receive
• Total Payments (YTD) — the total amount you’ve paid them this calendar year
• Status — where the recipient is in onboarding (for example, Active or Recipient action needed)

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Payment method values

The Payment method column reflects the recipient’s saved payout method. Possible values:

• ACH — domestic ACH bank transfer
• Bank Wire — domestic wire
• SWIFT Wire Transfer — international SWIFT wire
• Karat — paid into a Karat account
• PayPal
• International Bank Transfer — local bank transfer in the recipient’s country
• Crypto — crypto wallet payout
• — — no payout method on file yet

A recipient won’t have a payment method until they finish onboarding and select one. New recipients show a dash until they complete that step.

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How to manage tax collection settings

Use Collect tax forms to choose when Karat collects tax forms for each recipient, or select Do not collect to turn collection off. For an existing recipient:

1. Open Payments > Recipients and select the recipient.
2. Click Edit.
3. Under Collect tax forms, choose Collect now, Collect at $600, or Do not collect.
4. Save your changes.

The collection setting is editable here only while the recipient’s tax information has not been approved. You can also choose the collection setting when adding a new recipient or sending a payment to a new recipient. For what each setting means and what recipients still need to complete, see Completing tax information for Payments.

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Filtering recipients

Use the filter bar above the table to narrow the list. You can combine multiple filters at once:

• Search — find a recipient by name, nickname, or email.
• Status — show recipients in one or more onboarding states (Created, Active, Recipient action needed, Pending, Approved).
• Payment method — show only recipients on the methods you choose. Select No payment method to find recipients who still need to complete payout setup.

Active filters appear as pills above the table. Click the x on any pill to remove that filter.

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Exporting recipients

Click Export above the table to download a CSV of the recipients currently matching your filters. The export respects the search term, status filters, and payment method filters you have applied. Each row in the CSV includes the recipient’s name, email, status, payment method, year-to-date completed payments, lifetime completed payments, tax collection setting, and an onboarding link you can share if they haven’t accepted yet. You can also include the recipient’s tax forms (W-9 or W-8) as PDFs in the export by checking Include tax forms before downloading. _{Karat is a financial technology company, not a bank. Banking services provided by Grasshopper Bank, N.A., Member FDIC. The Karat Visa® Business Credit Card is issued by Cross River Bank, Member FDIC, and pursuant to a license from Visa️ USA.}