What Etsy reports should I download for my first-year taxes?

Hi! Yes—Etsy does have a built-in export that’s usually the easiest “one file” to hand your accountant: download the Etsy Payments CSV for the full year. It includes your Etsy Payments activity (sales, refunds, shipping charged, taxes collected, and most Etsy fees) in a spreadsheet format, and you can set the date range to the whole year so you don’t have to compile month-by-month.

Here’s what I’d download and share for first-year taxes (most accountants are happy with these):

1) Etsy Payments CSV (full year) — the main one

• Go to Shop Manager → Settings → Options → Download Data
• In the Orders section, choose CSV Type: “Etsy Payments” (it may show as Etsy Payments “Payments”)
• Choose the Year you need, and leave Month blank to export the entire year
• Download the CSV

This is typically the best file for reconciling gross sales, refunds, shipping collected, taxes collected, and fees, because it’s line-by-line activity rather than just a summary.

2) Monthly Statements CSVs (optional, but great for summaries/checking)

• Go to Shop Manager → Finances → Monthly statements
• Pick each month, then click Generate CSV

Monthly statements are helpful if your accountant likes month totals, but you usually don’t need to organize everything manually if you’re already providing the full-year Etsy Payments CSV.

3) Orders CSV (optional, if they want order-level detail)

• Same place: Shop Manager → Settings → Options → Download Data
• Choose Orders (or “Order Items,” depending on what they ask for)
  This is more about what you sold, not necessarily the cleanest fee/tax rollup.

4) 1099-K (if you’re issued one)

• Shop Manager → Finances → Legal and tax information
• Download your 1099-K when it becomes available for the tax year (for the 2025 tax year, Etsy indicates it’s available by the end of January 2026 for eligible sellers)

One quick heads-up: a 1099-K (if you get one) reports gross payment volume and doesn’t subtract refunds/fees the way your profit does—so your accountant will typically use the Etsy Payments CSV (and/or statements) to reconcile fees, refunds, and other adjustments.

If you tell me what country you’re in (US vs non-US) and whether you used things like Etsy Ads, Offsite Ads, shipping labels, or Etsy Payments only, I can suggest the cleanest combo of exports so your accountant gets everything with minimal extra work.