Document pack
Year-End Close and 1099 Kit: Close Checklist, 1099 List Builder, W-9 Letter and Accountant Package
Close the year cleanly, get 1099s out on time, and hand your accountant everything in one go.
$29 one time · Word and PDF · download link by email
Who it is for
Small business owners and bookkeepers closing the books for 2026.
Why it is different
- Uses the IRS 2026 1099 instructions, including the $2,000 threshold.
- Dates already moved for 2027 weekends.
- Word files to fill in and PDFs to print.
What is inside
- Year-end close checklist. Reconciliations, AR and AP, inventory, fixed assets, payroll and owner draws.
- 1099 list builder. Who gets a 1099 for 2026 payments, at what threshold and by when.
- W-9 request letter. A letter to send contractors, plus a tracker.
- Accountant package checklist. Every report and statement your accountant will ask for.
A look inside
The first pages, as you will get them
Get it
Year-End Close and 1099 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.
Buy it with the others