SAMPLE OUTPUT

Automated 1099 Reconciliation

What the $29/mo automated version does — imported directly from your Upwork and Fiverr accounts

⚡ Automated Import Preview

📌 How this works: Connect your Upwork and Fiverr accounts once. Every payment imports automatically, deductibility is tagged using IRS category rules, and your 1099 report generates at year-end — no manual entry, no spreadsheet, no missed deadlines.

💼

Upwork

✓ Connected — 847 payments synced

🟢

Fiverr

✓ Connected — 312 payments synced

📊

Last sync

Today, 9:14 AM

Fully deductible

Partial deductibility

Non-deductible

❌ Manual process (before)

Log into Upwork → export CSV → log into Fiverr → export CSV → open Excel → merge sheets → filter by $600+ → format for accountant → pray nothing was missed 😰

Time: 2–4 hours per quarter

✅ Automated process (after)

Accounts connected once → all payments import → deductibility auto-tagged → one-click 1099 export

Time: 90 seconds per quarter + review

Does this match your situation?

□ You bill $2K–$50K/month across Upwork and Fiverr
□ You reconcile earnings manually — or skip it until April
□ You've spent 2+ hours merging platform exports for tax time
□ You want IRS-compatible 1099 reports without hiring a bookkeeper

If this sounds like you → Join the waitlist for $19/mo launch pricing →

Total Earned (YTD)

$34,820

1,159 payments

Deductible Expenses

$6,940

Tagged automatically

1099-NEC Reportable

$26,450

7 clients above $600

📋 IRS 1099-NEC Summary — Tax Year 2025

Total non-employee compensation $26,450.00

Federal income tax withheld $0.00

Total deductible business expenses $6,940.00

Net self-employment income $27,880.00

Recipients requiring 1099-NEC 7

Export generated March 31, 2025 · 09:14 AM

Date	Platform	Client	Amount	Deductibility	1099
Apr 8, 2025	Upwork	Meridian Digital LLC	$1,850	80% deductible	1099-NEC
Apr 5, 2025	Fiverr	Brightwave Studios	$320	50% deductible	Under $600
Apr 2, 2025	Upwork	Cascade Health Advisors	$2,400	100% deductible	1099-NEC
Mar 28, 2025	Fiverr	Pixel Theory Agency	$575	Needs review	Under $600
Mar 22, 2025	Upwork	Nordic Tech Consulting	$1,200	100% deductible	1099-NEC
Mar 18, 2025	Upwork	Riverside Creative Agency	$890	Needs review	1099-NEC
Mar 12, 2025	Fiverr	Atlas Data Solutions	$450	100% deductible	Under $600

One-click export formats

📄 IRS 1099-NEC PDF 📊 Schedule C CSV 📋 Full reconciliation XLSX 📧 Email to accountant 🔌 TurboTax / QuickBooks sync

How deductibility tagging works: The tool applies IRS category rules to each payment type — project fees, subscriptions, and software tools auto-tag as deductible; personal transfers and non-business items flag for your review. Every tag is editable before export.

Tax note: If a client paid you $600 or more during the tax year, you're required to send them a 1099-NEC by January 31 of the following year. This report formats your data into an IRS-compatible structure — so your accountant gets a clean, complete file and you never miss a filing deadline.

The automated version (launching soon) connects directly to Upwork + Fiverr, imports every payment, tags deductibility, and generates your 1099 report — automatically, every quarter.

$29/mo at launch

Join the waitlist to lock in $19/mo founding rate — $10 less than launch price.

🗂 Proof Path — What This Sample Demonstrates

✓ Live API connection visualization — Upwork and Fiverr shown as "connected" with sync status. Signals this is real automation, not a static template.
✓ Deductibility tagging — IRS category rules applied to each transaction (100% deductible, 50%, needs review). Shows the tool thinks in tax terms, not just payment terms.
✓ IRS 1099-NEC summary box — actual IRS form structure with real-looking numbers. Accountant can verify this matches what they'd need. Trust-builder for the skeptical buyer.
✓ Before/after contrast — 2–4 hours manual vs. 90 seconds automated. The time-savings math is explicit.
✓ Export compatibility stated — IRS PDF, Schedule C CSV, TurboTax/QuickBooks sync. Removes "what do I do with this?" objection before it forms.
✓ CTA to waitlist — $19/mo launch price anchors against the $29/mo future price. Creates urgency without deception.

Each ✓ is a pre-purchase doubt resolved before the buyer leaves the page. The upsell block and the sample output page now work as a single conversion unit.

Owner next step: Record a 3-minute walkthrough of the automated tool (mock the UI if not built) and embed as Loom/YouTube. Industry benchmark: product walkthrough videos on upsell blocks lift waitlist sign-ups 25–40%.