From reported gross to a review worksheet

TaxMatch organizes Form 1099-K gross amounts and supported transaction records into one comparison workflow.

Step 1 — Add your records

Use Shopify Payments, a supported processor connection, or CSV import to bring transaction records into your workspace.

Step 2 — Enter Form 1099-K gross

Enter the Box 1a gross amount for each form and compare it with the records available in TaxMatch.

Step 3 — Review and export

TaxMatch groups listed adjustment categories, flags differences, and prepares a PDF or CSV worksheet that shows:

• Form 1099-K grossThe Box 1a amount entered for each provider.
• Imported recordsSupported transaction totals grouped by source.
• Listed adjustment categoriesRefunds, fees, chargebacks, collected sales tax, and other supported categories.
• Differences to reviewItems that need checking against the form and source records.

Before you rely on the worksheet

Verify imported data, classifications, and totals against your source records. TaxMatch does not determine taxable income, decide deductibility, provide tax advice, or file a tax return. Ask a qualified tax professional how each item should be reported.

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