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How to sign in to the Payrix portal and download your 1099-K

Sign in to the Payrix portal at payments.teamsideline.com with the Payrix username and password created during your organization's merchant application; your TeamSideline login does not work there. Your 1099-K is in the portal under Reports > Tax Documents, where you can download it as a PDF.

Applies to: Admins and treasurers · All plans · Organizations with a Payrix merchant account

Where: Administration > Subscription > Payment Gateways > Manage (opens payments.teamsideline.com); in the Payrix portal: Reports > Tax Documents

Sign in to the Payrix portal

  1. In TeamSideline, go to Administration > Subscription > Payment Gateways.
  2. Find your payment gateway. Each one shows your legal name and the name you do business as, your Payrix merchant ID, the gateway's Contact and Contact Email, the Organization it belongs to, and whether it is Connected.
  3. Click Manage. The Payrix portal opens in a new browser tab at payments.teamsideline.com.
  4. Sign in with your Payrix username and password.

You can also go straight to payments.teamsideline.com. The first time you sign in after your merchant application is approved, validate your email address and turn on email alerts (below).

Download your 1099-K

  1. Sign in at payments.teamsideline.com.
  2. Click Reports in the left-hand menu.
  3. Click the Tax Documents tab.
  4. Click the PDF download icon for the tax year you need.

What you'll see: the 1099-K downloads as a PDF to your computer's Downloads folder.

Turn on email alerts for deposits and chargebacks

  1. In the Payrix portal, click Email Alerts in the left-hand menu.
  2. Turn on the alerts you want to receive. We recommend the alerts for disbursements (deposits) and chargebacks.
  3. To send an alert to more people, click the small arrow next to the alert and add their email addresses.
  4. Click Save.

TeamSideline also emails a notice when a chargeback is opened or resolved. It goes to the addresses in Programs > Configurations > General > Chargeback Copy To; separate several addresses with commas. This field appears only when your organization has a Payrix payment gateway.

If it doesn't work

  • Your TeamSideline email and password don't work in the portal. The Payrix portal has its own login, created during the merchant application. Sign in with your Payrix username. If you can't get in, contact TeamSideline Support.
  • The Payment Gateways page says "No Payment Gateways Available:" and "Please contact us to add a Payment Gateway to your site to enable credit card processing." Your site has no card payment gateway yet, or the gateways belong to associated organizations that your admin access isn't filtered to. Contact TeamSideline Support.
  • A gateway shows Not Connected and its name shows as UNK. TeamSideline couldn't read that merchant account from Payrix. Contact TeamSideline Support.
  • You don't see Payment Gateways under Administration > Subscription. It shows only for admins who have the Billing role. Ask an admin with that role, or go straight to payments.teamsideline.com instead.
  • "Invalid "Chargeback Copy To" entry. Use commas to separate email addresses if more than one." One of the addresses in Chargeback Copy To isn't a valid email address. Fix it, separate addresses with commas, and save again.

Good to know

  • You don't need the portal for day-to-day financial reporting. In TeamSideline, use Reports > Report Viewer (Settlements - Payrix, Settlements By Date Range - Payrix) and Reports > Report Exports (Settlement Detail, Settlement Item Detail, Settlement Item Split Detail).
  • If your organization has more than one Payrix account with TeamSideline, email support@teamsideline.com and Support can link them so you can switch between them with one login.
  • To change a gateway's primary contact or add another gateway, contact TeamSideline Support. To change who administers the Payrix account, see Changing Your Organization's Financial Administrator or Owner (Payrix).
  • Payrix freezes a merchant account that processes no payments for 13 months in a row. After that, the organization has to apply for a new Payrix account.
  • Never send a password, Social Security number or bank details by email. If TeamSideline Support needs documents, they send you a secure upload link.

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