Online Seller Tax Organizer & Profit Tracker

Best for: Etsy, Shopify, Amazon and other online sellers who need marketplace-specific records.

Use it to: Track sales, platform fees, shipping, inventory and expenses, then prepare a year-end summary.

Files & software: Excel workbook and PDF quick-start guide. Use Microsoft Excel and a PDF reader.

Choosing between tools? Choose this for online-shop details such as platform fees, shipping and inventory. For a broader part-time income planner, see the Side Hustle Budget & Tax Planner.

Product details

Online Seller Tax Organizer & Profit Tracker | CPA-Created Digital Download

Get your online shop finances organized before tax time with a simple, CPA-created Excel workbook and quick-start guide.

The Online Seller Tax Organizer & Profit Tracker was created for Etsy sellers, Shopify sellers, Amazon sellers, handmade business owners, marketplace sellers, and e-commerce shop owners who want one place to track sales, platform fees, shipping, supplies, inventory, refunds, advertising, and year-end tax details.

This product is designed to help you feel more prepared before sending information to your CPA or tax preparer.

WHAT’S INCLUDED:

• Online Seller Tax Organizer & Profit Tracker Excel Workbook

• Quick-Start Guide PDF

• Dashboard summary

• Sales tracker

• Platform fee tracker

• Shipping income and expense tracker

• Supplies and packaging tracker

• Inventory / COGS tracker

• Advertising and listing fee tracker

• Refunds and returns tracker

• Sales tax notes page

• Mileage log

• Quarterly tax planning tracker

• Schedule C category summary

• Year-end CPA-ready summary

THIS IS FOR YOU IF:

• You sell on Etsy, Shopify, Amazon, or another online marketplace

• You want a better way to track online sales and fees

• You are tired of sorting through receipts and reports at tax time

• You want to organize shipping, supplies, advertising, refunds, and inventory costs

• You want a simple way to prepare totals for your CPA or tax preparer

• You want a clearer view of your online shop profit

HOW IT WORKS:

1. Purchase this digital product on AielloCPA.com.

2. Once payment is confirmed, download your files using the link in your order email.

3. Open the Excel workbook and PDF guide.

4. Enter your sales, fees, expenses, inventory, refunds, and other details.

5. Use the summary pages to help organize your tax information.

PLEASE NOTE:

This is a digital download. No physical product will be shipped.

This product is for educational and organizational purposes only. It does not provide personalized tax, accounting, legal, or financial advice. Please consult your CPA or tax professional regarding your specific situation.

REFUNDS:

Because this is a digital download, refunds are limited to duplicate purchases or technical download issues. If you have trouble accessing your file, please email lori@aiellocpa.com with your order number and I will help.