Tax season can feel overwhelming, especially if your financial records are scattered across multiple platforms. But having accurate, organized year-end reports can change the game. These reports aren’t just paperwork—they’re the foundation for accurate tax filings and financial insights that drive better business decisions.

For business owners, these reports provide clarity. You’ll know exactly how much you earned, what fees you paid, and where you spent your money. For your accountant, they’re a roadmap. The cleaner your data, the faster (and cheaper) it is for them to get your taxes done right.

Taking the time to download these reports now means fewer headaches later. You’ll avoid scrambling at the last minute and reduce the risk of costly mistakes or missed deductions.

What You’ll Learn

In this guide, we’ll walk through how to download year-end reports from major eCommerce platforms like Amazon, eBay, Shopify, and more. Whether you’re preparing to hand everything over to your accountant or tackling taxes yourself, you’ll get step-by-step instructions for pulling the exact data you need.

By the end, you’ll know where to find each report, how to download it, and what to do if something doesn’t add up. Let’s make tax prep simpler, together.

General Tips for Gathering Year-End Reports

Identify Key Reports Needed

Before diving into platform-specific steps, let’s make sure you know what to gather. Having the right reports on hand will make your tax prep much smoother. Here are the essentials:

• Sales Summaries: These give you a clear picture of your total revenue for the year.
• Expense Breakdowns: Look for reports that show fees, shipping costs, and any other deductions taken from your payouts.
• 1099-K Forms (if applicable): If your sales hit the threshold, your platform will issue this form—it’s a must-have for taxes.
  • Current laws state 1099-K forms are issued by January 31 if your gross sales for a selling platform exceed these limits:
    • 2024: $5,000
    • 2025: $2,500
    • 2026: $600
• Settlement Reports or Transaction Histories: These provide detailed line-by-line records of your sales, refunds, and fees, which are helpful for reconciling your books.

Best Practices

Keeping your data organized is key, especially if you sell on multiple platforms. Here are a few tips to stay on top of things:

1. Use a Spreadsheet to Stay Organized
   Create a central spreadsheet where you can consolidate data from all your platforms. Include columns for total sales, fees, shipping costs, and refunds. This will save you—and your accountant—a lot of time when it’s time to reconcile.
2. Cross-Check Everything
   Don’t rely on just one source. Match your platform reports against your bank statements or payment processors to ensure nothing is missing or mismatched. If a payment didn’t hit your account, now’s the time to investigate.

Being proactive about gathering these reports and organizing them will save you from the chaos of last-minute scrambling. Plus, clean, accurate data means fewer questions from your accountant and potentially a lower tax bill. Win-win!

Apple Pay / Apple Cash

If you accept payments through Apple Pay, it’s important to track your transactions and gather the necessary financial data for tax preparation. Since Apple Pay is not a payment processor, it does not issue 1099-K forms. Instead, the platform facilitating your sales (such as Green Dot, Shopify, Stripe, PayPal, or Square) will provide transaction reports and tax documents.

How to Track Apple Pay Transactions

Apple Pay transactions are processed through your linked payment provider, so you’ll need to pull reports directly from that service. However, you can still check your Apple Pay activity within your Apple Wallet.

Here’s how to view your Apple Pay transaction history:

1. Open the Wallet app on your iPhone or iPad.
2. Select the card used for accepting payments.
3. Tap Transactions to view a list of purchases and payments.
4. Scroll through the history or tap on an individual transaction for more details.

This method provides a quick reference, but for full reports, download records from your actual payment processor.

Apple Pay / Apple Cash 1099-K and Year-End Reports

Since Apple Pay does not process payments directly, it does not provide a 1099-K form. Instead, check with the service you use to accept Apple Pay.

If you use Apple Cash, processing is made through Green Dot Bank.

To access your year-end financial reports, log into your payment provider’s dashboard and navigate to their reports or tax documents section.

By staying organized and retrieving your transaction reports from the correct processor, you’ll ensure a smooth tax season without missing any sales data.

Amazon

Amazon 1099-K Report

Amazon makes it pretty straightforward to pull the key reports you’ll need for taxes. Start by logging into Seller Central and navigating to Reports > Tax Document Library. Here’s where you’ll find the 1099-K (if applicable).

The 1099-K provides a summary of your gross sales for the year, but keep in mind that it doesn’t account for refunds, fees, or adjustments. To get the full picture, the Date Range Report is your go-to. It breaks down gross sales, refunds, and fees, giving you the detailed view you’ll need to reconcile your books.

Learn additional information about the Amazon 1099-K.

Amazon Date Range Reports

For an even deeper dive, head over to Payments > Reports Repository. This is where Amazon houses your date range settlement and transaction reports, which include line-by-line transactions for every Amazon sale.

It’s best to download the transaction report and summary report. Use the filter options to customize the date range for the entire year. Once you’ve selected the appropriate range, download the reports.

View Visual Instructions for Downloading the Summary Report.

These reports are essential for accurately calculating your income and expenses, so take the time to ensure everything matches up. The more organized your Amazon data, the smoother your tax prep will be.

CashApp

If you use CashApp as a payment processor, gathering the right reports is critical for reconciling your transactions and preparing your taxes.  It is very common for people to use CashApp for business and personal transactions together, so ensure you flag which items are personal when accounting for business expenses.

CashApp Monthly Account Statement

Your Monthly Account Statement provides a breakdown of your transactions on a monthly basis.

1. Log into CashApp on your phone.
2. Navigate to your Profile Page (click on your image in the upper right corner).
3. Click on Documents under Account & Settings.
4. Select the appropriate documents you need between Account Statements, Savings, Stocks, or Bitcoin.
5. Select the appropriate month and Download the statement.
6. Ensure you download all months.

CashApp 1099-K Report

If your gross sales processed through CashApp that are not personal transactions exceed the IRS reporting threshold, CashApp will issue a 1099-K. This form is critical for reporting your income to the IRS.

Here’s how to access your 1099-K:

1. Log into CashApp on your phone.
2. Navigate to your Profile Page (click on your image in the upper right corner).
3. Click on Documents under Account & Settings.
4. Select the appropriate documents you need between Account Statements, Savings, Stocks, or Bitcoin.
5. Click on Tax documents.
6. Select the appropriate year and Download the 1099-K report.

CashApp will notify you via email and in the CashApp app when your 1099-K is available. For more information, check out CashApp’s Tax Reporting With Cash App for Business.

By downloading your Monthly Account Statements and 1099-K, CashApp provides everything you need to prepare accurate financial records and tax filings. Staying proactive with these reports will help you avoid surprises during tax season.

DoorDash

If you deliver with DoorDash, keeping track of your earnings, expenses, and mileage is essential for preparing your taxes. DoorDash provides helpful reports and documents to ensure you stay organized and maximize your deductions.

DoorDash Earnings Statement

The Earnings Statement provides a detailed breakdown of your deliveries, including base pay, tips, and any incentives. Here’s how to access it:

1. Log into your Dasher Dashboard.
2. Navigate to the Earnings section.
3. Select Earnings statements.
4. Select the date range, such as the full year or specific months.
5. Download the report as a PDF for your records using the icon in the upper right corner.

This report is critical for tracking your total earnings before deductions.

Mileage Tracking

DoorDash does not automatically track your mileage, but mileage is a significant tax deduction for delivery drivers. Use one of these methods to track your miles:

1. Personal Mileage Tracking Apps: Apps like Stride, Everlance, or MileIQ can help you log your mileage automatically.
2. Manual Tracking: Record your starting and ending mileage for each shift using our business tax worksheet.
3. Year-End Summary: DoorDash may provide an estimate of delivery mileage, but this is not guaranteed. Check your dashboard for details.

Tracking mileage ensures you maximize deductions for the miles you drive while working.

DoorDash 1099-NEC Report

If your earnings from DoorDash exceed the IRS reporting threshold, DoorDash will issue a 1099-NEC form summarizing your income. DoorDash uses Stripe Express to provide these tax forms.

Here’s how to access your 1099-NEC:

1. Log into your Stripe Express account (you will receive an email from Stripe to set this up if you qualify for a 1099-NEC).
2. Navigate to the Tax Documents section.
3. Download the 1099-NEC form for the relevant tax year.

If you have not consented to e-delivery via Stripe Express and did not receive an email from Stripe titled “Your DoorDash 1099 tax form is ready”, then you will receive a physical form via postal mail.

For additional information, visit DoorDash’s 1099-K Information Page.

By downloading your Earnings Report, tracking your Mileage, and accessing your 1099-NEC, you’ll have all the information needed to prepare your taxes. Staying organized helps you maximize deductions and simplifies the tax filing process.

eBay

eBay Sales Transaction Report

When it comes to eBay, your Sales Transaction Report is the best place to start. Log into your account and navigate to Seller Hub > Payments > Reports. From there, select the Transaction Report.

Make sure to set the date range to cover the full year. This report provides a detailed breakdown of your sales, including refunds and fees. It’s a critical piece for understanding your total revenue and reconciling your numbers.

eBay Financial Statement

The eBay Financial Statement offers a monthly summary of your account activity, including orders, refunds, claims, payment disputes, payouts, and more. To access and download your financial statements:

1. Go to the Payments tab in Seller Hub.
2. Select Reports.
3. Click on Statements.
4. Choose the statement for the desired month and click Download.
5. Select either the Summary or Full statement based on your needs.

These statements are available for up to 10 years from the date of issue and are provided in PDF format for easy viewing and sharing.

For end of year tax purposes, the summary report is the best report to download.  Ensure you download all months.

Learn more about the financial statement and transaction report directly on eBay’s website, which also gives additional instructions.

eBay 1099-K Report

If your sales met the threshold for reporting, eBay will issue you a 1099-K. You can find this document in the Payments section under Reports. Download it and save a copy for your records—this is what the IRS sees, so it’s essential that your books align with it.

Learn more information about the eBay 1099-K report.

By pulling these reports and keeping them organized, you’ll have everything you need to tackle tax season confidently. eBay provides the tools—you just need to know where to look!

Etsy

Etsy Monthly Statement

Etsy provides a Monthly Statement that gives you a clear summary of your shop’s finances, including sales, fees, and taxes. To access it:

1. Log into your account and go to Shop Manager.
2. Navigate to Finances > Monthly Statements.
3. Select the statement for the year-end month or download each monthly statement individually if you need a complete breakdown.

These statements are straightforward and essential for tracking your revenue and expenses throughout the year. You can find detailed guidance on Etsy’s Help Center.

Etsy Transaction History Report

For a deeper dive into your shop’s activity, you can generate a Transaction History report. This report lets you view every sale, fee, and refund, line by line.

Here’s how to export your transaction history as a CSV:

1. In Shop Manager, go to Finances > Payment Account.
2. Use the date filters to select the specific range you need.
3. Click Download CSV to export the data.

This CSV is perfect for importing into bookkeeping software or organizing in a spreadsheet. More information can be found in Etsy’s transaction history guide.

Etsy 1099-K Report

If your sales through Etsy meet the IRS reporting threshold, Etsy will issue a 1099-K form. This form provides a summary of your gross payments for the year.

To access your 1099-K:

You’ll receive an email from Etsy when your 1099-K form is available for you to download, but you’ll only be sent your form by mail if you turn off paperless delivery.

To download your 1099-K form:

1. On Etsy.com, sign in and go to Shop Manager.
2. Go to Finances.
3. Go to Legal and tax information.
4. Select the correct year from the dropdown menu under Your tax year.
5. Select Download 1099-K. Your e-form will download as a PDF file. Don’t leave the page until the download is complete.

For more information on accessing your 1099-K, check out Etsy’s tax document support page.

By combining your Monthly Statements, Transaction History, and 1099-K Report, you’ll have a complete picture of your Etsy shop’s financial activity. These reports ensure that your tax preparation is accurate and stress-free.

Facebook Marketplace

If you sell on Facebook Marketplace, gathering the right financial reports is essential for tracking your income and preparing for tax season. Facebook provides key transaction data and tax documents for eligible sellers.

Facebook Marketplace Sales & Payout Reports

Facebook Marketplace transactions are processed through Meta Pay (formerly Facebook Pay), and you can download reports to track your earnings and payouts.

Here’s how to access your Sales & Payout Reports:

1. Log into your Facebook account.
2. Navigate to Facebook Marketplace.
3. Click on Your Sales.
4. Cliek on Create 2024 Report
5. Click Download to save a detailed report of your transactions.

This report includes completed sales, refunds, fees, and payouts, helping you reconcile your Marketplace earnings with your bank deposits.

If you offer checkout on Facebook and Instagram, you may have financial and tax reports available in Commerce Manager:

To download financial and tax reports as CSV files:

1. In Commerce Manager, click Payouts.
2. Find Financial reports and click Create report.
3. Select the type of report and a date range.
   • You can also filter sales reconciliation reports by a specific payout reference ID.
4. Click Create.
5. When the report is ready, click .

You’ve now downloaded your report. The downloaded report can be accessed from Financial reports for 24 hours.

Facebook Marketplace 1099-K Report

If your Facebook Marketplace transactions meet the IRS reporting threshold Meta (Facebook’s parent company) will issue a 1099-K.

For more details, check Facebook’s Understanding 1099’s and Taxes for Your Marketplace Sales.

By organizing your Sales & Payout Reports and 1099-K (if applicable), you’ll have everything you need for smooth tax preparation. Staying proactive will help you avoid last-minute scrambling and ensure accurate filings.

Lyft

If you drive for Lyft, organizing your earnings, expenses, and mileage is crucial for accurate tax preparation. Lyft provides detailed reports and documents to help you track your income and expenses and ensure your tax filings are complete.

Lyft Tax Summary

The Tax Summary provides an annual overview of your gross earnings, Lyft platform fees, and mileage. While it’s not an official tax document, it helps break down important numbers for tax preparation.

To download your Tax Summary:

1. Log into your Lyft Driver Dashboard.
2. Go to Tax Information > Tax Summary.
3. Select the relevant tax year and download the summary.

This report includes total earnings, deductions (like service fees), and estimated mileage driven while working with Lyft.

Lyft 1099-K and 1099-NEC

Lyft issues 1099-K and/or 1099-NEC forms if your income meets the IRS reporting thresholds:

• 1099-K: For gross ride earnings processed through third-party transactions exceeding IRS limits.
• 1099-NEC: For other income, such as bonuses or referral payments, exceeding IRS limits.

Here’s how to access your tax documents:

1. Log into your Lyft Driver Dashboard.
2. Navigate to Tax Information > Tax Documents.
3. Download the 1099-K and/or 1099-NEC forms for the appropriate tax year.

For additional guidance, visit Lyft’s Tax Information Help Center.

Mileage Tracking

Lyft tracks your mileage automatically for rides, which can be a significant deduction on your taxes. The mileage data is included in your Tax Summary, but for more detailed tracking, consider using a mileage tracking app.

By downloading your Tax Summary and 1099 forms, you’ll have all the necessary data to prepare and file your taxes accurately. Staying organized ensures you maximize deductions and avoid surprises during tax season.

Mercari

If you sell on Mercari, it’s important to download and organize your financial reports for accurate tax preparation. Mercari provides several key reports to help track your sales, fees, and payouts.

Mercari Sales Report

The Gross Sales Report gives you an overview of your transactions, including sales, refunds, and fees. Here’s how to access it:

1. Log into your Mercari account
2. Navigate to your Seller Dashboard and click Sales Report.
3. Use the date filters to set the range for the full year or the period you need.
4. Export the report to download a CSV file with all the details.

This report helps ensure you’ve captured every sale and adjustment throughout the year.

Learn more about the Mercari Gross Sales Report page on the Mercari Website.

Mercari 1099-K Report

If you sell on Mercari and your gross sales exceed the IRS threshold, Mercari will issue a 1099-K.

To access your 1099-K form:

1. Log into your Mercari account.
2. Navigate to Settings >  Tax Center
3. Locate the 1099-K for the relevant tax year.
4. Download the document and save it for your records.

For more details, visit Mercari’s 1099-K related FAQs Page.

By gathering your Sales Report, and 1099-K (if applicable), you’ll have a clear picture of your Mercari transactions for tax preparation. Staying organized with these reports ensures your tax filing process is smooth and accurate.

PayPal

If you use PayPal to process payments for your business, it’s essential to gather the right reports to reconcile your transactions and prepare for tax season. PayPal offers detailed reports to track sales, fees, and payouts, as well as 1099-K forms if applicable.

PayPal Transaction History & Summary Report

The Transaction History & Summary Report provides a complete record of your PayPal transactions, including sales, refunds, and fees. Here’s how to download it:

1. Log into your PayPal Business Account.
2. Go to Activity > All Reports > Payments > Statements – monthly and custom.
3. Select the date range for the full year or desired period.
4. Click Create report down generate the report.
5. Choose CSV or PDF as the file format.  It’s best to download both versions.
6. Click Download to save the report.

This report is a comprehensive way to track all your PayPal activity, including transaction-level details.

Paypal 1099-K Report

If your gross sales through PayPal exceed the IRS threshold, PayPal will issue a 1099-K form. This form provides a summary of your gross payment transactions for the year.

Here’s how to access your 1099-K:

1. Log into PayPal.
2. Go to Activity > Tax Documents > Tax > Form 1099-K
3. Locate the 1099-K form for the relevant tax year.
4. Click Download to save it for your records.

For more information, visit PayPal’s 1099-k help page.

By gathering your Transaction History and 1099-K (if applicable), PayPal provides the tools you need to prepare accurate records for tax season. Organizing these reports now will save you time and ensure a smoother filing process.

Shopify

Shopify Financial Summary Report

Shopify makes it easy to get an overview of your store’s financial performance. Start by logging into your Shopify Admin Panel. Navigate to Analytics > Reports > Finance Summary.

From there, you can customize the date range to cover the full year. This report gives you a high-level view of your sales, taxes, shipping charges, and refunds. It’s an essential tool for preparing your books and understanding your store’s overall performance.

For more details on accessing this report, check out Shopify’s guide to reports.

Shopify 1099-K Report

If your Shopify store meets the IRS reporting threshold, Shopify will issue a 1099-K through their payment processor, Shopify Payments. This report provides a summary of your gross payment transactions for the year.

To access your 1099-K:

1. Log into your Shopify Admin Panel.
2. Navigate to Settings > Payments > Shopify Payments.
3. Under Tax documents, locate the 1099-K form.
4. Click Download to save the document for your records.

If you use a third-party payment provider, you’ll need to check with them directly for the 1099-K form. For more details, refer to Shopify’s guide on tax reporting and the 1099-K.

Shopify 1099-K Transaction Report

In addition to the 1099-K form, you can download a detailed transaction report to review the individual orders that contributed to your gross sales. Here’s how to access it:

1. Log into your Shopify Admin Panel.
2. Go to Finance > Payouts.
3. Select View Order Transactions.
4. Click Export and choose 1099-K Transactions.
5. Set the date range for the full year and export the report.

This report provides line-by-line details of the transactions included in your 1099-K, which can be helpful for reconciling gross payments and identifying any discrepancies.

By gathering the Financial Summary Report, 1099-K, and the 1099-K Transaction Report, you’ll have a comprehensive picture of your Shopify store’s performance and financials. These reports are key to ensuring accurate tax filings and clean books.

StockX

If you sell on StockX, gathering the right financial reports is crucial for tax preparation. StockX provides key data to help you track sales, fees, and payouts accurately.

StockX Sales Report

The Sales Report gives you an overview of your transactions, including completed sales, cancellations, and fees. To access and download your sales data:

1. Log into your StockX account.
2. Navigate to Profile > Selling.
3. Select Sales History to view your transactions.
4. Use the filters to set the date range for the full year or desired time period.
5. Export the report to a CSV file for detailed records of your sales activity.

This report is essential for tracking revenue and calculating fees and expenses.

StockX 1099-K Report

StockX themselves is not a payment provider and does not issue 1099-K’s.  StockX uses Hyperwallet as a payment provider.

If you use Hyperwallet to receive payouts from StockX, they are responsible for issuing your 1099-K if you meet the IRS reporting threshold. Hyperwallet will provide a summary of your gross payment transactions for the year.

To download your 1099-K from Hyperwallet:

1. Log into your Hyperwallet account.
2. Click Resources from the menu bar (desktop) or menu icon (mobile).
3. Under Resources, click Tax Documents.
4. Look for your 1099-K form listed under the heading Available Year End Tax Documents.
5. Click the Action drop-down menu beside the form to find an option to download the form.

For additional information, check StockX’s Tax and 1099 Information for US Sellers help page.

By downloading your Sales Report, and 1099-K (if applicable), you’ll have all the information needed to reconcile your StockX transactions and prepare your taxes. Staying organized with these reports ensures you’re ready to file accurately and on time.

Stripe

If you use Stripe as a payment processor, gathering the right reports is critical for reconciling your transactions and preparing your taxes. Stripe provides robust tools to track sales, fees, payouts, and tax documents like the 1099-K.

Stripe Balance Change From Activity Report

The Balance Change From Activity Report in Stripe allow you to access a detailed breakdown of your transactions, refunds, and fees. Here’s how to find them:

1. Log into your Stripe Dashboard.
2. Navigate to Reporting > Reports.
3. Select the a Balance Summary report.
4. Use the date range filters to set the report for the entire year or a specific period.
5. Scroll to the section Balance change from activity.
6. Download both the itemized and summary reports.  Reporting Category All, Columns Default.

These reports help you reconcile your gross sales, fees, and payouts to ensure everything aligns with your financial records.

Stripe 1099-K Report

If your gross sales processed through Stripe exceed the IRS reporting threshold, Stripe will issue a 1099-K. This form is critical for reporting your income to the IRS.

Here’s how to access your 1099-K:

1. Log into your Stripe Dashboard.
2. Navigate to Settings > Compliance and documents > Documents.
3. Locate the 1099-K form for the relevant tax year.
4. Download the document and save it for your records.

Stripe will notify you via email when your 1099-K is available. For more information, check out Stripe’s 1099-K What to Know section.

By downloading your Balance Change From Activity Report and 1099-K, Stripe provides everything you need to prepare accurate financial records and tax filings. Staying proactive with these reports will help you avoid surprises during tax season.

TikTok Shop

If you sell on TikTok Shop, gathering the right financial reports is key to staying organized for tax season. Here’s how to access the reports you’ll need to track your sales, fees, and payouts accurately.

TikTok Shop Order Reports

The Order Reports provide a detailed record of your sales, refunds, cancellations, and payment statuses. These are essential for reconciling your revenue and preparing your tax documents.

Here’s how to access them:

1. Log into your TikTok Shop Seller Center
2. Navigate to Orders > Manager Orders.
3. Click Export to download the data as a CSV file.
4. Use the date filters to focus on the specific period needed.  They only allow you to generate 90 days worth of data at a time, so you may need to export multiple files to ensure you have the entire year.

This report ensures you have all the transaction details you need in one place.

TikTok Shop Settlement Reports

The Settlement Reports give you a complete breakdown of payouts, fees, and adjustments, making it easier to see how your revenue translates into actual deposits.

To download your settlement reports:

1. Log into TikTok Shop Seller Center.
2. Go to Finances > Statements.
3. Click Export to download the data as a CSV file.
4. Use the date filters to focus on the specific period needed.  They only allow you to generate 90 days worth of data at a time, so you may need to export multiple files to ensure you have the entire year.

These reports are critical for matching your TikTok payouts with your bank statements and ensuring your books are accurate.

TikTok Shop 1099-K Report

If TikTok Shop acts as your payment processor and your sales exceed the IRS reporting threshold, TikTok Shop may issue you a 1099-K. This form summarizes your gross payment transactions for the year.

Here’s how to find and download your 1099-K:

1. Log into TikTok Shop Seller Center.
2. Navigate to Finances > Taxes.
3. Locate the 1099-K form for the relevant tax year.
4. Download the form and save it for your records.

For more information on accessing your 1099-K, check out TikTok Shop’s 1099-K and Tax Form FAQs.

By downloading your Order Reports, Settlement Reports, and 1099-K (if applicable), you’ll have all the data you need to prepare your taxes. Organizing these reports now will save you time and stress later, ensuring your financial records are complete and tax-ready.

Uber

If you drive for Uber, keeping track of your earnings, expenses, and mileage is essential for tax preparation. Uber provides various reports to help you gather the necessary financial data and stay organized throughout the year.

Uber Annual Tax Summary Report

Your annual tax summary provides a breakdown of your yearly earnings and potential deductible business expenses, including miles driven while using the Driver app.

1. Log into your Uber Driver Dashboard.
2. Navigate to Tax Documents > Tax Summary.
3. Select the appropriate year and click Download.

This summary includes gross earnings, expenses like Uber service fees, and estimated mileage, which can be useful for calculating deductions.

Uber 1099-K and 1099-NEC

Uber issues 1099-K and/or 1099-NEC forms if you meet certain thresholds:

• 1099-K: For gross earnings processed through third-party transactions exceeding IRS limits.
• 1099-NEC: For other income, such as incentives or bonuses, exceeding IRS limits.

Here’s how to access your tax documents:

1. Log into your Uber Driver Dashboard.
2. Navigate to Tax Documents.
3. Download the 1099-K and/or 1099-NEC for the relevant tax year.

For more information, visit Uber’s Tax Information Page.

Mileage Tracking

Uber’s app automatically tracks your mileage while driving for trips. This can be a valuable deduction on your tax return. You can find mileage details in your Tax Summary or use a separate mileage tracking app for more precise records.

By downloading your Tax Summary and any 1099 forms, you’ll have all the necessary data to prepare your taxes. Staying organized with these reports will make the tax filing process smoother and help you maximize your deductions.

Venmo

If you use Venmo as a payment processor, gathering the right reports is critical for reconciling your transactions and preparing your taxes.  It is very common for people to use Venmo for business and personal transactions together, so ensure you flag which items are personal when accounting for business expenses.

Venmo Monthly Account Statement

Your Monthly Account Statement provides a breakdown of your transactions on a monthly basis.

1. Log into your Venmo Account.
2. Navigate to Statements
3. Select the appropriate month and click Download CSV.
4. Ensure you download all months.

Venmo 1099-K Report

If your gross sales processed through Venmo that are not friends and family transactions exceed the IRS reporting threshold, Venmo will issue a 1099-K. This form is critical for reporting your income to the IRS.

Here’s how to access your 1099-K:

1. Log into your Venmo Account.
2. Navigate to Settings > Tax Documents.
3. Locate the 1099-K form for the relevant tax year.
4. Download the document and save it for your records.

Venmo will notify you via email and in the Venmo app when your 1099-K is available. For more information, check out Venmo’s Accessing Your Tax Documents section.

By downloading your Monthly Account Statements and 1099-K, Venmo provides everything you need to prepare accurate financial records and tax filings. Staying proactive with these reports will help you avoid surprises during tax season.

Walmart Marketplace

Walmart Annual Summary Statement

The Annual Summary Statement is your go-to report for a comprehensive overview of your Walmart Marketplace financials. This report consolidates key details like total sales, refunds, and fees, making it an essential tool for preparing your taxes.

To access your Annual Summary Statement:

1. Log into Seller Center.
2. Navigate to Payments
3. Click on the drop down tab next to the date range.  This will open a date selection box.
4. Click on Annual Summary.
5. Select the appropriate year.
6. Download the statement by clicking on the Download link in the upper right corner and selecting Export This Page.

This report gives you a clear breakdown of your annual performance, including revenue and expenses, all in one place. It simplifies the process of reconciling your financial records and ensures you don’t miss any critical details.

You can access the Annual Summary Statement directly on Walmart Seller Center here.

Walmart 1099-K Report

Walmart themselves is not a payment provider and does not issue 1099-K’s.  There are two main payment providers Walmart uses: Payoneer and Hyperwallet.  Those companies will issue 1099-K’s if you qualify.

Walmart Hyperwallet 1099-K Report

If you use Hyperwallet to receive payouts from Walmart Marketplace, they are responsible for issuing your 1099-K if you meet the IRS reporting threshold. Hyperwallet will provide a summary of your gross payment transactions for the year.

To download your 1099-K from Hyperwallet:

1. Log into your Hyperwallet account.
2. Click Resources from the menu bar (desktop) or menu icon (mobile).
3. Under Resources, click Tax Documents.
4. Look for your 1099-K form listed under the heading Available Year End Tax Documents.
5. Click the Action drop-down menu beside the form to find an option to download the form.

Walmart Payoneer 1099-K Report

If your Walmart payouts are processed through Payoneer, they will issue the 1099-K for your account if you meet the IRS threshold. Payoneer provides a convenient way to access your tax forms online.

You’ll receive an email from Payoneer with instructions on how to access your 1099-K if eligible. Your tax1099.com password will be as follows:

1. Eight characters in length
2. The four characters of your legal business name or first name (all lower case) + last four digits of your EIN.

If you can’t log into Tax1099, contact Payoneer Support for assistance.

For more details on Walmart’s tax reporting, visit their 1099-K documentation.

By downloading both the Annual Summary Statement and the 1099-K Report, you’ll have everything you need to ensure accurate tax filings. These reports provide a complete and organized view of your sales and expenses, making tax season far less stressful.

Other Platforms