For US Etsy & Shopify sellers · 2026 tax year
Paste your Etsy & Shopify exports. Get your Schedule C.
A bookkeeping workbook that sorts every sale, fee, refund, ad charge and shipping label into IRS Schedule C lines, plus a plain-English 2026 tax guide.
- Imports Etsy monthly statements, Etsy Sold Orders and Shopify Payments CSVs
- 1099-K reconciliation explains why your 1099-K doesn't match your profit
- Works in Excel 2010+ and free Google Sheets. Real formulas, no macros
$39 one-time · instant digital download
Educational bookkeeping tool, not tax advice. Not affiliated with Etsy, Shopify or the IRS.
Your numbers are scattered. Tax season makes it obvious.
Etsy monthly statements. Shopify payout reports. A 1099-K that shows a number way bigger than what landed in your bank. Fees, Offsite Ads, shipping labels, sales tax that was never yours, and a pile of supply receipts.
Generic bookkeeping templates make you retype all of it and guess which fee goes on which line. This kit is built around the files Etsy and Shopify actually give you: paste them in, and the formulas do the sorting.
What's inside
An Excel workbook (14 tabs) in a blank and a sample version, a 20-page tax guide and a 2-page Quick Start.
The workbook (14 tabs)
- Start Here with live health checks for missing categories, unrecognized rows and wrong-year data
- Etsy Statement import: strips out sales tax Etsy collected and separates transaction, processing and listing fees, Etsy Ads, Offsite Ads, labels, refunds and deposits
- Etsy Sold Orders and Shopify Payouts imports (charges, refunds, chargebacks, fees)
- Income ledger for craft fairs, wholesale, PayPal and more
- Expense ledger: 30 categories mapped to Schedule C lines, business-use %, automatic 50% meals
Reports that do the thinking
- Mileage log with the 2026 IRS rates applied automatically
- Inventory & COGS (Schedule C Part III)
- Monthly P&L dashboard with charts
- 1099-K reconciliation with a bridge for sales tax, refunds, fees and timing
- Quarterly tax helper: a rough, clearly labeled set-aside estimate with 2026 due dates
- Year-end Schedule C summary, line by line, for your preparer or tax software
Tax Season Survival Guide (20-page PDF)
- Business vs. hobby, and the forms you'll file
- Gross sales vs. payouts, and Etsy vs. Shopify sales tax
- Form 1099-K without the panic
- A 20-minute monthly bookkeeping routine
- Deductions checklist with Schedule C lines, mileage, home office
- Self-employment tax, QBI, quarterly estimates, key dates and a year-end checklist
Also included
- Sample workbook: a fictional candle shop's full year, so you can see every tab working before you start
- 2-page Quick Start PDF
- Import tabs read columns by header name, so a reordered Etsy export column won't break them
Take a look inside
Real pages and screenshots from the product files. Nothing here is a mock-up of features that don't exist.
Who it's for
- US sole proprietors and single-member LLCs filing Schedule C
- Sellers on Etsy and/or Shopify (Shopify Payments), with or without craft fair and wholesale sales
- Anyone who wants organized, preparer-ready numbers instead of a shoebox
Who it's not for
- Partnerships, S-corps or businesses running payroll
- Accrual-basis bookkeeping (the kit is built for the cash method)
- State tax filing (federal rules only; state rules vary)
- Apple Numbers users (Excel or Google Sheets required)
Questions, answered
Does it work in Google Sheets?
Yes. It works in Google Sheets (free) and Microsoft Excel 2010 or newer on Windows or Mac. There are no macros or add-ons. It is not designed for Apple Numbers.
Does it file my taxes?
No. It organizes your numbers and produces a line-by-line Schedule C summary you can hand to your tax preparer or use alongside tax software. It is an educational bookkeeping tool, not tax advice and not a substitute for a CPA or enrolled agent.
I only sell on Etsy (or only on Shopify). Is it still useful?
Yes. Use the import tabs for the platform you sell on and leave the others empty.
What if Etsy changes the column order in its CSV?
The import tabs read columns by header name, so a column moved to a different position won't break them.
Which tax year does it cover?
The 2026 tax year (returns filed in 2027), including the 2026 IRS mileage rates and 2026 estimated tax due dates.
How do I get the files?
Right after checkout you get a download link for a ZIP with the blank workbook, the sample workbook, the 20-page guide and the 2-page Quick Start. Nothing is shipped.
Our "it works or we make it right" promise
If a file won't open, is damaged, or isn't what this page describes, email [email protected] within 14 days of purchase. We'll fix it or send a replacement, and if we can't, we'll refund you in full. Details in our refund policy.
Make this the year tax season is just a few pastes.
Workbook, sample, 20-page guide and Quick Start. One payment, yours to keep.
$39 one-time
Please note: this kit is an educational bookkeeping tool. It is not tax, legal or accounting advice and is not a substitute for a CPA, enrolled agent or other qualified tax professional. The quarterly tax helper is a simplified estimate. US federal only. Not affiliated with or endorsed by Etsy, Shopify or the IRS. See our disclaimer.