Everything TaxMatch reconciles for you

Built for US Shopify sellers who want to compare Form 1099-K gross with supported transaction records before professional review.

What gets reconciled

• Shopify Payments recordsReview supported gross-payment, fee, refund, chargeback, and collected-sales-tax categories.
• Additional processor recordsAdd supported PayPal or Stripe data, or import a CSV for another source.
• Potential adjustmentsGroup listed categories for checking against source records and the form.
• DifferencesFlag gaps between entered Form 1099-K gross and calculated totals for review.

What you get

• Reconciliation worksheetView reported gross, imported records, listed categories, and unresolved differences together.
• PDF and CSV exportExport the comparison for your own records or review with a tax professional.
• Response templatesPremium users can prepare editable draft letters and record packages for professional review.
• Multi-year historyPaid-plan history varies by tier; verify all prior-year data before relying on an export.

What it doesn't do

TaxMatch does not prepare or file a tax return, determine taxable income, decide deductibility, or guarantee filing accuracy. Verify the records and tax treatment with a qualified tax professional.

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