Bring together supported payment records

Use Shopify Payments, supported processor connections, and CSV import. TaxMatch does not require or provide an accounting-platform connection.

E-commerce

• ShopifyUse supported order and payment records in the reconciliation workspace.
• Shopify PaymentsReview supported gross-payment, fee, refund, chargeback, and collected-sales-tax categories.

Payment processors

• StripeAdd a supported Stripe connection where available in your account.
• PayPalAdd a supported PayPal connection where available in your account.
• Other sourcesImport a CSV using the fields and categories accepted by TaxMatch.

Accounting-platform boundary

• No direct accounting syncTaxMatch does not connect to QuickBooks, Xero, Sage, Wave, or FreshBooks.
• Review exportDownload a PDF or CSV worksheet and discuss it with your accountant or tax professional.

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