1099 Sorted / Partners

Refer a firm. Earn $50 when they subscribe.

1099 Sorted reconciles a 1099-K against a client's Stripe or Square history and the books, in the browser, in minutes. If you write about 1099-K notices, e-commerce bookkeeping or QuickBooks, your readers already have this problem.

Firm license, monthly
$79.00
Your commission, flat, on their first paid month
$50.00
Commission on renewals
$0.00
Paid to you, once the first payment clears the 60-day hold
$50.00

Who this is for

1099 Sorted is built for bookkeepers and CPAs who reconcile 1099-Ks for Stripe and Square merchant clients. It is not a consumer app for gig workers, so it only makes sense to recommend to that audience.

A good fit

Newsletters, blogs, YouTube channels and communities for accountants, bookkeepers and QuickBooks or Xero ProAdvisors. Firms that already tell clients which tools to use.

Not a fit

Coupon and deal sites, cashback pages, and content aimed at individual sellers or gig workers. Those readers can't use it, and we won't pay commissions on referrals from those placements.

A sample workpaper you can show your audience

This is what the tool produces. The numbers are sample data, not a real client. Screenshot it, print it to PDF, or link people straight to this section.

Sample Merchant LLC — 1099-K reconciliation, tax year 2025 Stripe · sample data
LineAmountStatus
1099-K, Box 1a (processor gross)$54,208.00
Schedule C, Line 1$54,208.00Matches Box 1a
Line 2, returns and allowances$3,860.00
Line 3, net receipts$50,348.00
Fees, expense on Line 10 (not netted against receipts)$1,500.65
Variance vs. Box 1a$0.00Reconciled
Gross receipts on Line 1 are held equal to Box 1a. Refunds move to Line 2. Fees are deducted as a business expense elsewhere on the return. Anything that doesn't reconcile is flagged for documentation, not absorbed.
Run it on sample data yourself The live tool has a “Load sample data” button, so you can walk readers through a real run without using client data.

What to tell people the tool does

Three facts cover it. Stick to these and you won't overpromise.

Reconciles three ways

Box 1a on the 1099-K, the processor's own transaction export, and what the client's books recorded. Anything that doesn't tie out is flagged.

Runs in the browser

Client 1099-Ks and transaction files are processed on the user's machine and never uploaded to a server. That answers the first question most firms ask.

Priced for a firm

$15 for a single reconciliation, or $79/month for the firm license (unlimited clients, monthly close).

What it does not do

It doesn't file returns, represent anyone before the IRS, or guarantee accuracy. The preparer stays responsible for every figure.

Copy you can adapt

Edit these to sound like you. Whatever you publish must include a clear disclosure that you earn a commission (see the terms below).

Newsletter mention
If you're reconciling 1099-Ks for Stripe or Square clients, 1099 Sorted takes the 1099-K, the processor export and the client's books and gives you a workpaper-ready reconciliation in minutes. It runs in your browser, so client files are never uploaded. There's a free sample-data run on the site. Disclosure: I earn a commission if you subscribe through my link. [your link]
Short social post
CP2000 season tip: the 1099-K gross should equal Schedule C Line 1, with refunds on Line 2 and fees as an expense. 1099 Sorted checks that against the Stripe or Square export and the books in one pass. Sample data run: [your link] (affiliate link)
Recommending it to clients or peers
We use 1099 Sorted for the monthly processor close on merchant clients. It compares Stripe or Square activity to the bank and the books, and flags fee changes and gaps. Nothing gets uploaded to a server. Happy to show you how it works. (I receive a referral fee if you subscribe.)

Program terms

Plain language. These apply to everyone in the program.

Commission
$50 flat for each new firm that starts a paid Firm License (monthly or annual) through your link.
What isn't paid
The $15 single reconciliation, renewals, and upgrades or add-ons after the first payment.
Cookie
60 days. If someone clicks your link and subscribes within 60 days on the same browser, the referral is yours. The most recent affiliate link wins.
Payout timing
Commission is confirmed 60 days after the firm's first payment, if that payment hasn't been refunded or disputed. Payouts go out through the program platform on its regular payout schedule.
Refunds and chargebacks
If the first payment is refunded or charged back, no commission is due, or it is reversed if already paid.
Disclosure
You must clearly disclose the affiliate relationship wherever you promote 1099 Sorted, close to the link and in plain words (for example “I earn a commission if you subscribe”). This is a legal requirement in the US, not just our preference.
Not allowed
Referring yourself or your own firm, bidding on “1099 Sorted” or close variants in paid search, spam or unsolicited bulk email, coupon or cashback placements, and claims that the tool files returns, represents anyone before the IRS, or guarantees results.
Review and changes
We review referrals and commissions before paying them, and can remove affiliates who break these terms. We may change the terms with notice; referrals made before a change keep the terms they were made under.

Questions

Why a flat $50 instead of a percentage?

The firm license is the product firms keep. A flat amount is easy to explain, and it is roughly 60% of the first $79 month. There is no recurring commission on renewals.

Why the 60-day hold?

It covers refunds and disputes, and it lets us confirm the firm actually stayed past the first payment cycle. It also keeps the program sustainable while it is young.

Can I get a free firm license to review the tool?

Yes, if you publish an honest review or walk through it with your audience. Email us from the address on your application.

Do I need a tax or accounting background?

No, but your audience does. We accept applications from accountants, bookkeepers, educators and communities serving them.