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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.

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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 two-minute overview.
  2. 2Complete first-time setup.
  3. 3Import or connect transaction data.
  4. 4Generate the reconciliation worksheet.
  5. 5Resolve discrepancies before export.
  6. 6Prepare the CPA or tax-prep handoff.

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 Compliance Workbench and professional boundaries.
Watch on YouTube

Start here

1:20Start here

First-time setup

Complete the first-time path without needing technical knowledge.

Outcome

Choose business details, data sources, and reported gross amounts cleanly.

  1. Choose business detailsStart with business structure and plain-language tax context.
  2. Pick data sourcesSelect manual CSV, PayPal, Stripe, or Shopify Payments workflows.
  3. Enter 1099-K amountsUse gross amounts from processor forms and review the first summary.
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 gross, adjustments, net taxable income, 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

Compliance Workbench

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

Outcome

Keep threshold checks, monthly review, CPA checklist, and tax-prep 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 close and CPA reviewTrack month status, checklist state, and tax-prep 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

0:47Security 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 doesPrepare reconciliation records and review materials.
  2. What it does not doIt does not file taxes, move money, or replace professional advice.
  3. Safe sharingUse synthetic data for demos and protect processor credentials.
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.