15 minutes from setup to a clean reconciliation

No 1099-K spreadsheet wrestling. No "wait, why is my Shopify revenue different from my QuickBooks revenue?" detective work. Three steps.

Step 1 — Connect Shopify (60 seconds)

Authorise TaxMatch as a read-only Shopify app. We read your orders, refunds, fees, and payouts. We don't see customer credit cards or PII beyond what's needed for matching.

Step 2 — Connect your books (5 minutes)

QuickBooks, Xero, Sage, or upload a CSV of your sales / fee / refund accounts. We pull the totals by month and source.

Step 3 — Get your report (10 minutes)

TaxMatch reconciles the two sources line by line. The output is a single PDF (or interactive web report) that shows:

• What's on your 1099-KTotal gross payments processed, by month.
• What's in your booksGross sales, refunds, fees, by month.
• The difference, explained"$2,341 gap in March 2025 — caused by 12 refunds processed on March 31 but counted in April books."
• Adjusting entriesIf you need to correct your books, here's the journal entry, ready to import.

What happens after tax season

Most users connect once at tax time and run the reconciliation for the full year. If you want continuous reconciliation throughout the year (so you spot issues as they happen), the Pro plan does it monthly.

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