Skip to main content
Xoxoday Plum supports robust reporting capabilities including tax-related payment records, payee information, study-specific payment timelines, compensation versus reimbursement distinctions, and administrator-controlled SSN collection exemptions—delivering audit-ready data at every stage of your incentive programme.
Xoxoday Plum provides a comprehensive reporting suite designed for organisations running participant incentive programmes across multiple studies or campaigns. The reports cover payment records, payee information, and detailed payment timelines, giving administrators a full audit trail without the need for manual reconciliation. One of the most important distinctions in incentive reporting is separating compensation from reimbursement—each carries different tax treatment and must be reported differently. Xoxoday Plum categorises payments accordingly, so your finance and compliance teams always know which transactions are taxable and which are not. This distinction is especially critical when your organisation operates studies across jurisdictions with varying regulatory requirements. Tracking incentive payments across multiple studies simultaneously is a common challenge for research operations teams. Xoxoday Plum’s study-specific reporting lets administrators view payment histories filtered by study, date range, or payment type. This granularity ensures that each study’s budget, participant count, and total disbursements remain visible and verifiable at any point in the programme lifecycle. Administrators can flag specific studies as exempt from Social Security Number (SSN) collection directly within Xoxoday Plum. When a study qualifies for an exemption—for example, low-value reimbursements that fall below the IRS reporting threshold—the system omits SSN prompts for participants enrolled in that study. This reduces friction for participants while keeping your data collection practices fully compliant. Xoxoday Plum generates tax-report-ready exports that feed directly into downstream finance and HR systems. Organisations using platforms such as Workday or SAP SuccessFactors can align incentive payment data with existing payroll and compliance workflows without manual data entry. The export format is structured to meet standard tax reporting requirements, significantly reducing the workload on your compliance team ahead of filing deadlines. For organisations operating under compliance frameworks such as SOC 2 Type II or ISO 27001, audit readiness is non-negotiable. Xoxoday Plum’s reporting layer maintains a full, immutable log of payment events—who was paid, under which study, and on what date. Administrators can extract this data on demand, making internal audits and regulatory reviews significantly more efficient. Learn more: Xoxoday Plum Help Centre — Reporting

Payment Records and Payee Tracking

Understand how Xoxoday Plum captures and displays full payment histories, payee details, and disbursement timelines across your incentive programmes.

Tax Compliance and Audit-Ready Exports

Learn how Xoxoday Plum structures export data to meet tax reporting requirements and support compliance reviews under frameworks like SOC 2 Type II.