See which total each figure belongs to
The workbook separates gross payments, account activity and bank payouts, with source references beside the figures.
Marketplace Payout-to-1099-K Reconciliation Assistant
Explain the gap between Etsy payments and the money that reached the bank.
Gross payments, fees, adjustments and bank deposits describe different parts of the same year. This AI skill helps organize one US Etsy shop’s records into a source-linked comparison and a clearer set of questions for an accountant.
For a US Etsy seller reviewing one shop, one calendar year and USD records.
Both Codex and Claude editions included. No edition selection needed.
$19 USD · one-time purchase
Get the complete kit — $19Keep payments, adjustments and deposits in the same conversation
Locate the differences that still need explaining
Missing coverage, mapping questions and unmatched amounts remain on an exception list.
Give the accountant useful context
The handoff memo brings the comparison and open questions together, so an unexplained amount has a record behind it.
A worked example of a year-end timing difference
The included sample follows a payout sent near year-end that reaches the bank in the next year. Separate records and the example workbook show both events. The accountant memo brings that timing question into the explanation instead of inserting an unsupported adjustment to make the totals agree.
What you receive
- Separate Codex and Claude skill files
- Getting Started PDF and ten-page Prompt/Workflow Companion.
- Six example input files, an example formula workbook and accountant memo.
Tools, inputs and fit
Scope is one US Etsy shop, one calendar year and USD, using authorized, redacted marketplace and bank records. A compatible Codex or Claude account with custom Skills, file and calculation tools is required; the AI subscription is separate. Both editions and the companion are included. Testing is recorded for Codex; complete Claude use and saved results have not been verified. The kit uses supplied files and does not connect to accounts, file taxes, calculate taxable income or choose deductions.
Choosing the right option
How do I receive the files?
After payment, the confirmation page provides a link to download your ZIP.
What does the completed comparison include?
A reconciliation workbook, a list of unresolved differences and an accountant handoff. The figures remain connected to the records and confirmed field meanings supplied for the shop.
What if a month or an explanation is missing?
The gap stays visible in the comparison and questions. An absent record is not treated as zero, and a matching total alone does not establish that the records are complete.
Do I need the $9 companion as well?
Its ten-page workflow, sample records, example workbook and accountant memo are already included in this $19 skill kit.
Put a documented explanation beside the payout totals.
$19 USD · one-time purchase
Get the complete kit — $19Digital downloads cannot be returned, and change-of-mind refunds or exchanges are not offered after access is provided. If a technical access problem cannot be resolved, a refund is provided. Read the refund and support policy.