Tax Preparation Data Tools

Organize transaction data for tax filing. Convert platform exports into tax-ready accounting format.

20 tools available

Tax Preparation Tools

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Tax-Ready Data in Minutes

Tax preparation for businesses using multiple platforms means organizing transaction data from various sources into tax-relevant categories. Our tools convert raw platform exports into organized, categorized data ready for tax filing.

Tax Preparation Workflows

  • Schedule C — Self-employment income and expenses from freelance and gig platforms
  • Schedule E — Rental income from Airbnb and Vrbo for property owners
  • 1099 reconciliation — Match platform-issued 1099s to actual transaction records
  • Sales tax — Extract and total sales tax collected across platforms and jurisdictions

Common Questions

How do these tools help with tax preparation?

Our converters organize platform transaction data into categories that align with tax schedules (Schedule C, Schedule E), making it easy to total income, expenses, and deductions for filing.

Can I reconcile 1099 forms with my transaction data?

Yes. Convert your platform's transaction exports and compare the totals to your 1099 forms to identify and resolve any discrepancies before filing.

Which tax categories are supported?

Our converters map data to standard income and expense categories used in US tax filing, including gross income, platform fees, refunds, and other deductible business expenses.

How It Works

1

Gather Annual Exports

Download transaction history and earnings reports from all platforms for the tax year.

2

Convert for Tax Categories

Upload each export and convert it with income and expenses categorized for tax reporting.

3

Import for Filing

Import converted data into your accounting software or share with your tax preparer.

Why Use These Tools?

Annual Processing

Convert a full year of platform data into tax-ready format in one batch.

Income Categorization

Revenue, fees, refunds, and other income types mapped to tax-relevant categories.

Expense Separation

Platform fees and business expenses extracted and categorized for deduction claims.

1099 Reconciliation

Match platform 1099 forms to your actual transaction records for accurate filing.

Secure Tax Data

Sensitive financial data for tax preparation processed privately in your browser.

Last-Minute Ready

Convert and organize a year of data in minutes, even during tax crunch time.

Frequently Asked Questions

Our converters organize platform transaction data into categories that align with tax schedules (Schedule C, Schedule E), making it easy to total income, expenses, and deductions for filing.
Yes. Convert your platform's transaction exports and compare the totals to your 1099 forms to identify and resolve any discrepancies before filing.
Our converters map data to standard income and expense categories used in US tax filing, including gross income, platform fees, refunds, and other deductible business expenses.
We recommend quarterly conversion for estimated tax payments and annual conversion for final tax preparation. Our tools handle any date range.