Everything TaxMatch reconciles for you

Built specifically for Shopify sellers facing the 1099-K reporting threshold. Pull payouts, reconcile against books, catch the discrepancies that bite at tax time.

What gets reconciled

• Shopify Payments payoutsEvery payout, line by line. Gross sales, fees, refunds, chargebacks — broken down so you see what hit your bank vs. what's reported on the 1099-K.
• Third-party payment processorsPayPal, Stripe, Amazon Pay, Shop Pay. We pull from each separately and reconcile against your unified books.
• Refunds and disputesThe most common cause of 1099-K mismatch. Refunds reduce gross income but show on the 1099-K as part of total payments processed. We catch these and flag them.
• Timing differencesYear-end orders that ship in January, payouts that span tax-year boundaries. We align gross sales to the right reporting period.

What you get

• 1099-K reconciliation reportSide-by-side: what's on your 1099-K vs. what's in your accounting. Differences explained line by line.
• Adjusting journal entriesIf your books don't match, we suggest the adjustment entries to reconcile. CSV export ready for QuickBooks / Xero / Sage.
• Audit-ready docsIf the IRS asks why your reported revenue differs from the 1099-K, you have the documentation.
• Multi-year historyReconcile prior years too. Useful if you've been doing this manually and want to verify past returns.

What it doesn't do

TaxMatch isn't a tax return preparation tool. It's a reconciliation tool — your accountant or tax software does the actual filing. We make sure the numbers your accountant uses are right.

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