How to See Your Payouts and Tax Forms
Where to Find Your Payouts and Tax Forms
When your bank account is on the payout page of the store, you see your payouts and your tax forms there. The page shows the name and logo of the store and the title Payout account. It has three tabs:
- Bank account: your bank account and your account details.
- Payouts: your balance, your payout schedule and each payout to your bank.
- Tax forms: your tax forms, such as Form 1099 for affiliates in the United States.
To open the page, click Manage bank in your affiliate dashboard. You do not need to sign in to Stripe to see the Payouts tab. Stripe asks you to sign in before it shows your bank details.
Note: If Manage bank opens the Stripe Express dashboard, your payouts and tax forms are in Stripe Express. This article does not apply to your account.
How to See Your Payouts
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Open the Payouts tab of your dashboard. In your affiliate dashboard, click the Payouts tab. It shows your last 10 payouts to your bank, with the date, the amount, the status and the Arrival date.
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See all payouts. Click All payouts under the list. The payout page opens on its Payouts tab, with your balance and all your payouts. You can filter the list and export it.
Each payout has one of these statuses:
- Pending: Stripe has the payout and sends it soon.
- In transit: the payout is on its way to your bank.
- Paid: your bank has the payout. Your bank can take a short time to show it.
- Failed: your bank refused the payout. Check your bank details with Manage bank.
- Canceled: Stripe stopped the payout before it left.
The store decides when it pays you. You cannot start a payout or change the payout schedule. For questions about the amount of a payout, contact the store.
If your dashboard has no Payouts tab, click Manage bank and open the Payouts tab of the payout page.
How to Get Your Tax Forms
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Open the Tax forms tab. In your affiliate dashboard, click Manage bank. On the payout page, click the Tax forms tab.
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Download your form. The tab lists each form with its type, name and date. Click a form to download it.
The list is empty until a form is ready. Not every affiliate gets a form: it depends on your country and on the amount of your payouts. See Does Simple Affiliate file 1099 tax forms? For questions about your own taxes, ask a tax professional.
When Stripe Needs More Information
Stripe must check your identity and your bank account. Sometimes Stripe needs more information after your setup, for example when your payouts grow. Then your dashboard shows the notice "Stripe needs more information", and you get the email "Stripe needs more information to pay you".
- "Add the missing information to keep your payouts on." Your payouts still work. Add the information before the Due date that the notice shows.
- ⚠️ "Your payouts are paused until you add the missing information." The store cannot pay you until you add it.
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Click Complete setup in the notice. The payout page opens with the Stripe form.
Enter the information that Stripe asks for and submit the form.
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Click View dashboard. The notice goes away when Stripe has all the information that it needs now.
If your dashboard shows no notice but you got the email, click Manage bank. The payout page shows the Stripe form while Stripe needs information.
Important Rules to Remember
- Open the page from your dashboard: The link of the payout page works for a short time only. Do not bookmark it. If the page shows "Cannot find account. Please refresh the page and try again.", go back to your dashboard and click the button again.
- Emails: Stripe does not send you emails about this account. Simple Affiliate sends you an email from noreply@simple-affiliate.com when Stripe needs information or when a payout fails.
- ⚠️ Due dates: If you miss the due date of a notice, Stripe pauses your payouts until you add the information.