T
TaxMatch
Training Centre

Learn TaxMatch one real task at a time.

Short, captioned lessons for e-commerce sellers reconciling 1099-K forms from Shopify Payments, PayPal, Stripe, or CSV imports. Every lesson uses synthetic data and stays within TaxMatch's actual product boundaries.

Watch the 85-second setup lessonOpen YouTube channelStart free trial

First-time learning path

Start here if 1099-K reconciliation is new.

The path is deliberately narrow: understand the gross-to-net problem, add clean data, review the worksheet, then hand it off with clear notes.

  1. 1Watch the 85-second first-worksheet lesson, or go straight to setup.
  2. 2Complete first-time setup.
  3. 3Import or connect transaction data.
  4. 4Generate the reconciliation worksheet.
  5. 5Resolve discrepancies before export.
  6. 6Prepare a record-review handoff for your CPA or tax professional.

Video library

8 of 8 lessons are linked to YouTube. Upload metadata and captions are prepared for the full library.

Embedded videos use YouTube's privacy-enhanced domain. YouTube may still process data when you play a video. See the privacy policy.

Product overview

1:32Product overview

TaxMatch in 2 Minutes

Understand what TaxMatch does, who it helps, and where to start.

Outcome

Know how TaxMatch turns gross 1099-K totals into a clearer reconciliation story.

  1. The 1099-K problemSee why gross processor totals can be higher than income actually kept.
  2. What TaxMatch comparesConnect the dashboard, reconciliation worksheet, and processor totals.
  3. Where the workflow livesReview the Review Workbench and professional boundaries.
Watch on YouTube

Start here

1:25Start here

Build your first worksheet

Choose your year and CSV, check the preview and column matches, then build your worksheet. Your 1099-K total is optional. This lesson uses fictional records.

Outcome

Review gross payments and listed adjustments, return to your setup guide, and ask for setup help by email. TaxMatch does not file taxes or give tax advice.

  1. Start safelyThe example uses fictional records and is not tax advice.
  2. Choose your year and fileChoose the year and payment source, then select your CSV export.
  3. Check the previewReview the rows and match your columns before saving anything.
  4. Optional 1099-K totalAdd Box 1a when available, or leave it blank for now.
  5. Build and reviewBuild the worksheet and review gross payments and listed adjustments.
  6. Return to your setup guideYour home guide remembers completed steps.
  7. Ask for email helpTell support what you need in plain language. We reply within two working days.
Watch on YouTube

Everyday tasks

1:08Everyday tasks

Import a CSV

Import processor data cleanly and spot malformed rows before reconciliation.

Outcome

Use required columns, preview rows, and fix common CSV mistakes.

  1. Required columnsUse date, type, amount, description, order ID, and category.
  2. Preview rowsCheck row counts, headers, and validation warnings.
  3. Fix mistakesAvoid private data in demos and correct malformed rows before import.
Watch on YouTube
1:13Everyday tasks

Reconcile your 1099-K

Generate and read the core 1099-K reconciliation worksheet.

Outcome

Understand reported gross, listed adjustment categories, the resulting net figure, and unresolved differences.

  1. Enter 1099-K grossType the gross value from each processor form.
  2. Review adjustmentsSeparate refunds, fees, chargebacks, sales tax, and unresolved discrepancies.
  3. Export the worksheetExport after review and include context for a CPA.
Watch on YouTube

Troubleshooting

1:06Troubleshooting

Resolve discrepancies

Prioritise and document discrepancies instead of guessing.

Outcome

Use severity, sync health, import validation, and notes to resolve open issues.

  1. Read severityFocus on unresolved and high-dollar items first.
  2. Check common causesLook for stale syncs, expired OAuth, bad CSV signs, or timing differences.
  3. Add notesRecord what was checked and what remains uncertain.
Watch on YouTube

Advanced workflows

1:02Advanced workflows

Review Workbench

Use the advanced review area for 1099-K document intake, monthly close, and CPA review.

Outcome

Keep threshold signals, monthly review, CPA checklist, and record-review export together.

  1. Threshold analysisReview federal and supported state threshold signals by processor.
  2. Import 1099-K textPaste extracted form text and compare reported gross with calculated gross.
  3. Monthly review and CPA checklistTrack month status, checklist state, and the record-review export.
Watch on YouTube

Collaboration

1:01Collaboration

CPA handoff

Invite a CPA or tax professional with the right access and cleaner context.

Outcome

Share the worksheet, discrepancies, and notes without over-sharing access.

  1. Invite carefullyUse a trusted professional email address.
  2. Choose permissionsSelect the smallest permission that supports the review.
  3. Share contextResolve or explain open issues before handoff, then revoke access when done.
Watch on YouTube

Security and boundaries

1:15Security and boundaries

Privacy and safety

Understand data boundaries, professional limits, and safe demo practices.

Outcome

Know what TaxMatch does, what it does not do, and how to share safely.

  1. What TaxMatch does and does not doReconcile 1099-K information without filing tax returns or moving money.
  2. Read the privacy policyUnderstand what data is handled before connecting processors.
  3. Share safelyKeep credentials and customer details out of screenshots and recordings.
  4. Review important responsesUse templates to prepare, then ask a qualified professional to review.
Watch on YouTube

TaxMatch prepares records. Your professional judgement still matters.

These videos explain the app workflow. They are not tax, legal, or accounting advice. Use your own records in your own account, and ask a qualified professional before filing or responding to a tax authority.