TaxMatch: 1099‑K Reconciler

by JMS Dev Lab
Free plan available. Free trial available.

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by JMS Dev Lab
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on
Free plan available. Free trial available.

Reconcile your 1099-K with actual sales. See refunds, fees, and sales tax broken down for easy tax filing with your CPA.

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About the TaxMatch: 1099‑K Reconciler

TaxMatch helps US merchants reconcile their Form 1099-K with actual sales records for tax preparation. Since 1099-K forms report gross payments, they rarely match what you actually kept after refunds, fees, and sales tax. This app compares each 1099-K amount you enter against your Shopify Payments records and imported PayPal or Stripe CSV files. It automatically identifies refunds, chargebacks, processing fees, and sales tax that explain the differences. You can import earlier sales via CSV since Shopify only shares the last 60 days of orders. TaxMatch flags any unexplained differences and exports a detailed PDF or CSV worksheet for your CPA or tax professional. This makes tax filing season much simpler by providing clear documentation of all adjustments between gross payments and net sales. Not tax advice; the app does not file returns.

Launched: August 7, 2026

Key features

Compare each 1099-K amount you enter with your Shopify Payments records
Import PayPal and Stripe records by CSV, including sales before the last 60 days
See refunds, chargebacks, fees and sales tax listed as adjustments
See which differences are still unexplained
Export a PDF or CSV worksheet for your tax professional (paid plans)