1099 Contractor and W-9 Tracker Spreadsheet for Excel
$16.99
Log what you pay each contractor during the year, and the year-end 1099 summary is ready to review in January.
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What's inside
- Year End 1099 Summary by contractor, compared to the thresholds you enter
- Vendor List with W-9 status, TIN on file (yes or no) and 1099 type
- Payment Log with payment method on every line
- W-9 Request Tracker for requests and follow-ups
- Deadlines tab for the dates you confirm each year
- Setup tab for the tax year and threshold amounts
Who it's for
- Small business owners who pay independent contractors
- Churches and nonprofits that pay outside vendors and want W-9s on file
- Anyone who wants contractor payments and W-9 status in one Excel or Google Sheets file
Details
A 1099 contractor tracker spreadsheet with a W-9 log and a vendor payment log built in. Record what you pay each contractor during the year, and the Year End 1099 Summary adds it up for you.
The Year End 1099 Summary sits right after START HERE, so the January questions come first: who is over the threshold you set, whose W-9 is on file, and who you still need to follow up with.
Reporting thresholds are input cells on Setup. Confirm the current amounts with IRS guidance or your tax professional and enter them there each year.
Log every payment with its payment method. Card and payment-app payments are kept separate from checks and bank transfers so you can review them with your tax professional. Request missing forms from the W-9 Request Tracker, and use the Deadlines tab to note the dates you confirm for the year.
Digital download, nothing ships. One .xlsx file. Works in Excel or Google Sheets on any device. No macros. Every tab prints one page wide.
This is an organizational tool, not tax, legal, accounting or financial advice. It does not file forms for you. Confirm current rules with IRS guidance or a tax professional.
Before you buy
This workbook is an organizational tool, not tax or legal advice. It does not file forms for you. Confirm current rules with IRS guidance or a tax professional.
Excel and Google Sheets. No macros. Paid spreadsheet products include a blank file and a filled example, plus a Start Here tab in plain English.
Licensed for one business, church or organization per purchase. Please don't resell or share the file.
