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TaxMatch

Help Center

Find answers to common questions and learn how to get the most out of TaxMatch.

Getting Started

Prefer to see the steps? Watch the 85-second setup lesson with captions, or follow the guide below. Watching is optional.

1

Create your account

Sign up for a free 30-day trial. No credit card is required to get started.

Create your account
2

Choose your year and import your records

Open first setup, choose your year and payment source, then upload a CSV and check the preview. Use a CSV for PayPal. You do not have to connect an account to start.

Open first setup
3

Add your 1099-K total when you have it

The Box 1a total is optional. Leave it blank if your form has not arrived and add it later. Choose Build worksheet to save your import and review the breakdown.

Build your first worksheet
4

Review your reconciliation

Generate a reconciliation from imported source records, then verify every category and unresolved difference before using the worksheet.

Review your worksheet

Common Questions

Getting Started

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.
Open Processors from your dashboard. Stripe can connect directly; Shopify Payments uses your Shopify installation. For PayPal, download your activity CSV and import it—the direct PayPal connection is not yet verified. CSV imports do not update automatically: import a new export when you need newer records.
Yes. Tell us which processor or order exports you use and how you normally review them. We can help by email, tailor the steps to your workflow, and arrange an authenticated import when data is needed. A meeting is not required. Do not send tax IDs, credentials, or transaction files through the contact form.
Choose “Feature request” on the contact page and describe the result you need. Useful requests are reviewed as product feedback and can improve TaxMatch for everyone.

Reconciliation

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.

Billing

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.

Video Tutorials

Watch the TaxMatch training centre

Step-by-step lessons cover first-time setup, CSV import, reconciliation, discrepancies, compliance, CPA handoff, and privacy-safe use.

Open Training Centre

Contact Support

Could not find what you were looking for? Ask a question, request a feature, or ask us to help move appropriate processor and order records. We work asynchronously by email by default.

[email protected]Visit Contact Page