The tax pack

What it is

A calendar year of your figures, laid out the way a US return asks for them: month by month, then as Schedule C lines, then as a bridge from your 1099-K to what you kept.

It isn't tax advice or a filing. It puts a year of marketplace sales into the shape the form expects.

Schedule C lines

Gross receipts, returns and allowances, cost of goods sold, then the expense lines: commissions and fees, shipping, supplies, rent, travel and the rest. Each maps from the categories you booked during the year.

Open any line to see its transactions. Your accountant will ask.

The 1099-K bridge

Your 1099-K reports gross payment volume: everything buyers paid, before whatnot took anything. It's always more than you made, often by a third or more.

The bridge walks down from that number to what reached you: less commission, processing, shipping, refunds and cost of goods. Each step is a number you can show someone.

Send it to your accountant

The tax pack and a Schedule C summary both export as CSV. Everything behind them (shows, sales, transactions, lots, items, expenses and statements) downloads as one Excel workbook from Settings. Most accountants want the workbook.