When you connect a sales channel, Taxomate imports your recent history. After that, it keeps checking for new payouts. Older history is not always part of the first import. How much older history you get depends on your plan (see "Does my plan limit how far back I can import?"). You do not need to disconnect and reconnect to get it.
Amazon accounts see Settlements. Other sales channels see Payouts. This article says "payout" for both.
Sales channel | First import | Older history |
|---|---|---|
Amazon | About the last 30 days | Amazon lists about 90 days of settlement reports by API. Older ones come by request in Seller Central, or by file upload. Your plan must include those dates. See "Amazon settlement missing? Request it, wait for it, or upload the file". |
Shopify | About the last 12 months | Ask support, for dates your plan includes. |
eBay | About the last 12 months | Ask support, for dates your plan includes. |
Etsy | About the last 12 months | Ask support, for dates your plan includes. |
Walmart | The last 15 days | Ask support, for dates your plan includes. |
After the first import, Taxomate checks your channel again and again for new payouts. Each check looks at the most recent days only. If your connection stopped working for a long time, payouts from that time may not arrive on their own. Reconnect first (see "Reconnect QuickBooks, Xero, Wave or your store"). Then ask us to import the missing dates. Payouts with a deposit date more than 15 days ago are not new, so New only does not send them. Send them from the Payouts page, or use New and earlier.
A payout appears only after your channel has paid it out. A payout that is still pending in Shopify, eBay, Etsy or Walmart does not show yet.
Yes. Taxomate imports only the dates your plan includes.
Your plan | History it includes |
|---|---|
No plan yet | The last 60 days. Older payouts import when your plan starts. |
14-day trial | The 90 days before your trial started. Older payouts import automatically after your first payment. |
Yearly | All the history your sales channel provides. |
Monthly | This calendar year, and always at least the last 90 days. |
Subscribed before this change | All history. |
Some details:
Trial. The start date of the window is fixed. It does not move during the trial. To get older payouts sooner, select Start plan now in the dialog for importing older payouts. This ends your trial early and charges your card for the plan now. Older payouts then import after the payment succeeds. If the payment fails, they do not import.
Monthly. On January 1 the window moves forward one year. Payouts that you already imported stay. Only new requests use the new window.
Earlier years on a monthly plan. You can switch to yearly, which includes all history. Or you can request a one-time history catch-up from the import dialog. It costs 3 times your monthly plan price, and at least $79. The dialog shows the exact price. One catch-up covers every earlier year that each of your channels can still provide. If you switch to yearly within 60 days of paying for a catch-up, we credit the catch-up price back.
Amazon files. If you upload an Amazon settlement file with a deposit date before your plan's start date, Taxomate refuses the file and shows a message. Taxomate does not accept the file first and drop it later.
Imported payouts stay. Taxomate never deletes a payout that it already imported. This holds if you move from yearly to monthly, or if your trial ends without a payment.
History catch-ups are not refundable after the import starts. If you cancel a yearly plan within 7 days after importing earlier years, we refund the plan less the catch-up price.
Old payouts normally do not use your monthly order count. Only payouts with a deposit date in the last 15 days add to it. If your plan changed after an import, see "Manage your plan, card and automatic plan upgrades".
You may have seen this message on the Payouts page in early August 2026. It said that Taxomate held back some of your older payouts until you upgraded. The message was for accounts on a trial.
We removed it. You cannot see this message in Taxomate now. The import dialog now shows what your plan includes, as described above.
Payouts that were held back are imported in the normal way. These payouts do not send to your accounting software by themselves. Review each one and send it yourself. If any payout is still missing, contact support.
Taxomate keeps two steps apart:
Import: Taxomate reads the payout from your channel. It appears in your list.
Send: Taxomate sends the payout to QuickBooks, Xero or Wave.
Older payouts that you import do not go to your books on their own. Automatic sending sends only the payouts that it is allowed to send:
New only sends payouts with a deposit date 1 to 15 days ago. Older payouts that you import are not sent.
New and earlier also sends earlier eligible payouts. Use it with care when you import a lot of old history. Taxomate asks you to confirm.
First period to send (in Settings > Invoice) holds back every period that starts before the date you pick. Sending by hand is never limited.
To send old periods yourself, open the Payouts page. Select the payouts, then select Review and send. Check that your books are open for those dates first. See "Automatic sending in Taxomate".
If the dates are inside your plan's history, contact support from the chat in Taxomate. For earlier years on a monthly plan, use the import dialog to switch to yearly or request a catch-up. Send support:
Your sales channel, and the store name or marketplace.
The date you want to start from.
The date you want to end at, if it is not today.
Do not disconnect and reconnect your channel to get more history. That does not import older payouts. For Shopify, eBay, Etsy and Walmart, we start the import for you. It runs in the background. The payouts appear in your list one by one. A large import can take a few hours.
On the Payouts page, Imports up to date changes to a count of imports in progress. Select Import details to see how many are waiting, processing or failed.
An empty list says Importing your {channel} payouts. Large accounts can take a few hours. You can leave the page.
During Quick Setup you can also see Still importing your {store} payouts. If the import stops, the page says The import stopped. Select Try the import again. You can retry twice a day. The retry reads the recent days, not older history.
"Amazon settlement missing? Request it, wait for it, or upload the file"
"My payouts are not showing: what to check for Shopify, eBay, Walmart and Etsy"
"Automatic sending in Taxomate"
"Manage your plan, card and automatic plan upgrades"
"Reconnect QuickBooks, Xero, Wave or your store"
