About TaxMatch

TaxMatch exists for one reason: to help e-commerce sellers accurately reconcile their 1099-K forms so they never overpay on taxes.

The Problem

Every year, payment processors like Shopify Payments, PayPal, and Stripe send 1099-K forms to the IRS reporting the gross amount of transactions processed on behalf of sellers. The problem is that these gross figures are almost always higher than the seller's actual income.

The 1099-K includes refunds returned to customers, chargebacks disputed by buyers, processing fees deducted by the platform, and sales tax collected and remitted on the seller's behalf. None of these are income, yet they inflate the reported number.

For sellers using multiple processors, the challenge multiplies. Each processor issues its own 1099-K, and reconciling across all of them manually is tedious, error-prone, and time-consuming.

The Solution

TaxMatch automatically reconciles your 1099-K forms against your actual transaction data across all of your payment processors. It identifies every adjustment — refunds, chargebacks, fees, and collected taxes — and produces a clear, line-by-line breakdown of why your 1099-K gross differs from your true taxable income.

The result is an IRS-ready reconciliation worksheet you can hand directly to your CPA or attach to your tax return. No more spreadsheets, no more guesswork, and no more overpaying because you could not explain the discrepancy.

By the Numbers

1,000+

E-Commerce Sellers

$2.4M+

Adjustments Found

50,000+

Transactions Processed

99.9%

Reconciliation Accuracy

What TaxMatch Does

Multi-Processor Reconciliation

Connect Shopify Payments, PayPal, and Stripe in one place. TaxMatch consolidates data from all processors into a single, unified reconciliation.

Automatic Adjustment Detection

Refunds, chargebacks, processing fees, and sales tax are automatically identified and categorized, so you know exactly what to deduct.

Discrepancy Analysis

When your numbers do not align, TaxMatch flags the discrepancy, assigns a severity rating, and provides a plain-language explanation of the cause.

IRS-Ready Exports

Generate professional PDF worksheets and CSV reports suitable for filing, audit defense, or sharing with your tax professional.

Built on Technology You Can Trust

TaxMatch is built with a modern, secure stack designed for reliability and data protection.

Next.jsPostgreSQLAES-256 EncryptionSOC 2 Infrastructure

Our Journey

  1. 2024 Q3

    Concept & Market Research

  2. 2024 Q4

    Beta Launch with Early Sellers

  3. 2025 Q1

    Public Launch & Shopify Integration

  4. 2025 Q2

    Multi-Processor Support Added

Built by JMS Dev Lab

TaxMatch is developed by JMS Dev Lab, a software studio focused on building practical tools for e-commerce businesses. We understand the pain of tax season because we have lived it ourselves — and we built TaxMatch to solve the problem once and for all.

Our goal is straightforward: give every e-commerce seller the confidence that they are reporting accurate numbers and not leaving money on the table.

Ready to Stop Overpaying?

Get clarity on your 1099-K reconciliation. Start your free trial today.