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TaxMatch compares the gross amount reported on your 1099-K with imported transaction records, then categorizes potential adjustments such as refunds, chargebacks, processing fees, and collected sales tax. Review the resulting breakdown against source records with your tax professional.

From your dashboard, navigate to Settings and select "Payment Processors." TaxMatch supports Shopify Payments, PayPal, and Stripe. For each processor, you can either authorize a direct connection or upload your transaction data via CSV. Once connected, TaxMatch automatically imports and categorizes your transactions.

Form 1099-K reports gross payments without adjustments for items such as fees, refunds, credits, shipping, cash equivalents, or discounts. Compare the form with your records and ask a tax professional how each item should be reported.

TaxMatch includes a discrepancy detection feature that flags and explains remaining differences between your 1099-K and your calculated gross. Each discrepancy is assigned a severity rating and an explanation. If you need further assistance, our support team can help you investigate specific discrepancies.

Yes. TaxMatch supports PDF and CSV exports that organize reconciliation totals and line items for your own review or discussion with a tax professional. The exports are not tax returns and should be verified before filing.

No. TaxMatch organizes records for reconciliation and professional review. It does not provide tax advice, decide deductibility, guarantee filing accuracy, or replace a CPA or other qualified tax professional.