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Sales-tax and 1099 prep notes for the accountant
SI gathers store tax reports, marketplace tax lines, and contractor payments into a notes packet for your accountant, and does not file anything.
Worth knowing: Tax: SI organizes reports and drafts notes; it does not give tax advice, decide nexus, or file returns. A qualified accountant or tax preparer makes those calls.
The problem
The store, the marketplace, and the payment processor each show tax a different way. Sales-tax returns and 1099 forms are the accountant's job, but the store owner still has to find the reports. A general year-end packet gathers folders. It does not line up ecommerce tax reports with what a marketplace already remitted.
What SI does
SI collects the reports you point it at: store tax summary, marketplace tax or facilitator statements, payout reports, and contractor payment totals. It builds a notes sheet: tax collected vs remitted by channel, jurisdictions named in the reports, 1099-K figures as they appear, and contractor totals that may need a 1099-NEC. It lists gaps, such as a channel with no report or a missing month. It does not decide nexus, what is taxable, or what to file.
Examples
The same job looks different in different businesses. These are illustrations, not client results.
- Shopify store selling in several states
Notes show tax collected in the store vs tax a marketplace says it remitted as facilitator, with months that have no marketplace file listed as missing.
- Multi-channel seller
1099-K figures from the processor are copied as printed, next to payout totals, for the accountant to reconcile.
- Brand that pays makers
Contractor payments from the year are totaled by person from the bill sheet, with a note that addresses still need to be confirmed before any 1099-NEC.
What it takes to set up
The year's store and marketplace tax reports, payout exports, and a list of contractors you paid. Last year's filing or the accountant's checklist if you have it. Setup is often a few days.
What a human still checks
- The accountant decides what to file; SI makes no tax judgments.
- Totals are checked against the source reports.
- Sensitive documents go only through the accountant's channel.
Try it yourself
Paste this into your SI tool of choice and swap the [bracketed] parts for your own details. It asks SI to stop and show you before it does anything.
Using these store tax reports, marketplace tax or facilitator statements, payout exports, and contractor payments [files], build a notes sheet for [year]: tax collected vs remitted by channel, jurisdictions named in the reports, 1099-K figures as printed, and contractor totals. List missing months or channels. Do not decide nexus, what is taxable, or what to file. Pause and show me before sending, submitting, filing, posting, or changing anything.
Next step
Want this built? Book a free 30-minute consult
Bring one real example, such as an export, an inbox, or a spreadsheet. We will map the steps and decide what SI drafts and what you approve.