Document pack
New 1099 Rules Kit: Vendor Threshold Tracker, 1099-K Reconciliation Sheet and What-Changed Summary for Your Accountant
Apply the right 1099 threshold for each year without redoing your vendor list by hand.
$19 one time · Word and PDF · download link by email
Who it is for
Small business owners and bookkeepers who pay contractors, landlords and other vendors.
Why it is different
- Thresholds from the IRS 12/2026 instructions, with 2027 ready to update.
- Card and app payments set aside automatically.
- Excel with real formulas, plus Word files and PDFs.
What is inside
- Vendor threshold tracker (Excel). Payments by vendor and year, the threshold for each category, and flags for vendors at or over it or missing a W-9.
- What-changed summary for your accountant. Old and new thresholds by year, Form 1099-K, and your own numbers.
- 1099-K reconciliation sheet. Month-by-month match of each 1099-K to your books.
- Vendor tracker guide. How to use the workbook, year-end steps and a paper tracker.
A look inside
The first pages, as you will get them
Get it
New 1099 Rules Kit
Want every toolkit? The toolkit membership includes all of them, with a lower rate if you pay yearly.
Delivered as a zip of editable Word files and printable PDFs. For one business, your own use. General information and templates, not legal, tax or accounting advice. General information, not tax advice. Confirm 1099 decisions with your accountant. Payment is handled by Stripe. If a file will not open or something looks wrong, reply to your order email and we will make it right.
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