TidyTransactions
A clean paste table for date, order, ship-to state, sales, shipping, tax collected and order type — with all 50 states plus DC in a dropdown.
SALES TAX & 1099-K · FREE XLSX
Sales by state.
Sales by state.
1099-K explained.
A modern sales-tax summary for the marketplace-facilitator era: sales by state and quarter, a 1099-K reconciliation and a clear note on what Amazon does and does not collect.
6 sheets.xlsx ExcelOct 2026 updated$0 with email
Best for: Sellers preparing an accountant pack, checking economic nexus, or wondering why the 1099-K does not match the bank.
6 sheets,
no filler.
State summary
Quarterly sales and tax for every state, share of total, order counts and a status column for Monitor / Registered / Not required / Review.
Quarterly view
Q1–Q4 totals, average order value, marketplace versus direct sales and a printed chart.
1099-K reconciliation
A line-by-line bridge from Amazon gross sales to Box 1a, with the usual explanations for a difference and a clear status.
State reference
Marketplace-facilitator status by state, the five no-sales-tax states, record retention and sources.
A short,
repeatable workflow.
Export the Amazon report
Download the sales or tax report for the year with order date, ship-to state, sales and tax collected.
Paste into Transactions
One row per order or summary line. Delete the three examples first. The state and quarterly totals recalculate.
Set the year and status
Change the tax year in B6. Mark each state as Monitor, Registered, Not required or Review based on your own advice.
Reconcile the 1099-K
Enter the gross Amazon figure and Box 1a from the form. The sheet shows the difference and asks the right questions.
What it does not do
It does not connect to Seller Central, file a claim, post to your ledger or give tax advice. It organizes the numbers and the evidence so the decision — or the filing — is faster and better.
Before you
download.
Does Amazon collect sales tax in every state?+
Every state with a statewide sales tax, plus DC, has a marketplace-facilitator law. The five without a statewide sales tax are Alaska, Delaware, Montana, New Hampshire and Oregon. Local Alaska taxes and state-specific rules still vary.
If Amazon collects the tax, why keep this workbook?+
For income-tax apportionment, for economic-nexus monitoring, for direct sales that Amazon does not facilitate, and for explaining a 1099-K that includes tax and shipping.
Why doesn't the 1099-K match my bank deposits?+
A 1099-K reports gross payments, not net deposits. It can include refunded orders, shipping and sales tax, and the calendar-year timing differs from settlement timing. The reconciliation sheet walks through the bridge.
Is this a sales-tax filing?+
No. It is an organisation and reconciliation tool. Confirm registration, taxability and filing with a qualified adviser or the state tax agency.
Every payout,
perfectly in place.
TidyPayouts does for all your payouts what this workbook does for one.
Join the free beta Free during beta. No credit card.