About TaxMatch

Every year, payment processors like Shopify Payments, PayPal, and Stripe send 1099-K forms to the IRS reporting the gross amount of reportable transactions. Box 1a is a gross figure and is not adjusted for items such as fees, credits, refunds, shipping, cash equivalents, or discounts.

The 1099-K includes refunds returned to customers, chargebacks disputed by buyers, processing fees deducted by the platform, and sales tax records. Tax treatment depends on the underlying facts and records, so each category must be reviewed before filing.

For sellers using multiple processors, the challenge multiplies. Each processor issues its own 1099-K, and reconciling across all of them manually is tedious, error-prone, and time-consuming.

TaxMatch automatically reconciles your 1099-K forms against your actual transaction data across all of your payment processors. It identifies every adjustment — refunds, chargebacks, fees, and collected taxes — and produces a clear, line-by-line breakdown of how your 1099-K gross compares with the imported transaction records.

The result is a PDF or CSV reconciliation worksheet you can review with your CPA or other tax professional. TaxMatch does not determine taxable income, provide tax advice, or file a tax return.

TaxMatch is developed by JMS Dev Lab, a software studio focused on building practical tools for e-commerce businesses. We understand the pain of tax season because we have lived it ourselves — and we built TaxMatch to make the record-comparison work easier to review.

Our goal is straightforward: help e-commerce sellers compare reported gross amounts with their records and prepare a clearer worksheet for review before filing.