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✅ Sample Output — Real Report Format
This is what the Automated 1099 Reconciliation Tool produces after connecting your Upwork and Fiverr accounts. No manual entry. No spreadsheet setup. The report updates automatically as new payments arrive throughout the year.
API Connection Status
Read-only OAuth connections to Upwork and Fiverr. The tool pulls payment records directly — no screen-scraping, no manual uploads.
Connected
Synced Jan 1 – Apr 22, 2026
Payments pulled: 47 transactions
Connected
Synced Jan 1 – Apr 22, 2026
Payments pulled: 18 orders
YTD Earnings Summary
Automatically calculated from your synced payment history. Updated each time the tool refreshes your account data.
Total Billed
$31,700
Gross earnings YTD
Deductible
$6,840
IRS Schedule C eligible
Net Income
$24,860
Before self-employment tax
Deductibility Breakdown — IRS Schedule C Categories
Software & subscriptions (Adobe, Zoom, Slack)$1,920
Advertising & job platform fees (Upwork Connect, Fiverr fees)$2,540
Office supplies & equipment$840
Professional services (legal, accounting)$1,540
Total Deductible$6,840
Per-Client 1099-NEC Status
The IRS requires a 1099-NEC when you pay a contractor $600 or more in a calendar year. This table flags each client automatically.
| Client |
Platform |
Total Paid |
1099-NEC |
Deductible |
| Meridian Consulting LLC |
Upwork |
$9,200 |
Required |
Yes |
| Northlight Digital |
Upwork |
$7,650 |
Required |
Yes |
| Vantage Analytics |
Upwork |
$5,400 |
Required |
Yes |
| Cascade Health Partners |
Upwork |
$4,100 |
Required |
Yes |
| Redwood Ventures |
Upwork |
$3,850 |
Required |
Yes |
| Iron Bridge Media |
Upwork |
$1,200 |
Not required |
Yes |
| Pure Logic Labs |
Upwork |
$300 |
Not required |
Yes |
| Fiverr Orders (6 clients) |
Fiverr |
$18 orders |
Track manually |
Yes |
Note: Fiverr issues 1099s based on total Fiverr earnings across all clients, not per-project. The tool tracks your Fiverr total — you receive a 1099 from Fiverr directly when your annual total exceeds $600. The per-client breakdown above reflects your individual Fiverr order history for your own records.
One-Click Accountant Export
Generate IRS-compatible exports in the formats your accountant needs. All figures derived directly from synced API data — no manual entry.
📊
CSV
Full client payment table + deductibility flags
✓ Ready to download
📄
PDF Summary
IRS 1099-NEC compatible format with TINs
✓ Ready to download
📋
Schedule C
Income + expense summary for Form 1040
✓ Ready to download
What the tool handles automatically
✓ Connects to Upwork + Fiverr via official OAuth APIs — read-only access to your payment records only
✓ Flags clients who cross $600 threshold as payments arrive — not at year-end
✓ Tags deductibility per IRS Schedule C categories on import
✓ Generates 1099-NEC summary in one click — no spreadsheet formulas, no manual totals
✓ Your data never leaves your browser session — no server-side storage of financial records
🗂 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 founding rate anchors against the $29/mo future price. Creates urgency without deception.
Each ✓ is a pre-purchase doubt resolved before the buyer leaves the page.
See your own 1099 reconciliation
Connect your Upwork and Fiverr accounts — the tool pulls your real payment history and generates this exact report for you.
$19
One-time purchase · includes all future updates
Join the waitlist →
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