Does this file my 1099s for me?
No. It organizes contractor payments and W-9s and lays out the deadlines. It links to the official IRS W-9 and IRIS portal, but you (or your preparer) file.
Spreadsheet & Workbook · For small businesses that pay contractors
1099 Contractor Tracker & W-9 Kit
Track contractor payments and W-9s so January takes an afternoon.
$39 · one-time
Excel workbook (.xlsx) + quick-start guide (PDF)
Sold and fulfilled by Gumroad, Inc. as merchant/seller of record. Content authored by ExpertEngine LLC d/b/a ProAxis Templates — built by the licensed CPAs at ProAxis Tax & Accounting Services.
What it is
The pain of 1099 season is never the filing — it is discovering in January that you never collected a W-9 from three vendors and cannot reach two of them. This workbook front-loads that work. It organizes contractor payments through the year, tracks which W-9s you have, and lays out the filing-deadline calendar so January can take an afternoon instead of a lost weekend.
It is a recordkeeping tool, not a filing service — it does not file anything and does not decide edge cases for you. It links to the official IRS W-9 and the IRIS filing portal, and it deliberately does not store Social Security numbers. Built by a licensed CPA firm around how 1099 reporting works.
What's included
- Contractor payment tracker (by vendor, by year)
- W-9 collection checklist and request-email templates (Word)
- Filing-deadline organizer with the key 1099 dates
- Quick-start guide (PDF) with links to official IRS forms
Who it's for
- Small businesses that pay independent contractors
- Bookkeepers managing 1099 season for clients
- Owners who want W-9s collected before year-end, not after
How you get it
After checkout you receive an instant digital download — excel workbook (.xlsx) + quick-start guide (pdf). There is no physical item and nothing ships. You can start using the file the same day.
Tax-year note: Figures are current for tax year 2026 and cite primary IRS/state sources inside the file. Tax law changes — verify at irs.gov before acting.
Setting it up
This workbook is designed to be usable the day you download it, whether or not you have used a spreadsheet like it before. Open the Excel file, start on the guide tab, and enter your own numbers where indicated. The structure does the organizing; you just keep it current.
- Download and open the workbook in Microsoft Excel (it also imports into Google Sheets if you prefer).
- Read the short quick-start guide (PDF) included with your purchase — it explains each tab in plain language.
- Enter your data as it happens through the year, rather than reconstructing it all at tax time.
- Use the summary views to see where things stand and to hand a clean file to your tax preparer.
The workbook records and organizes your numbers. It does not file anything, does not prepare a tax return, and does not decide the judgment calls that depend on your specific facts — those stay with you and the professional you engage.
Why buy a template built by a CPA firm
Most bookkeeping templates sold online are built by spreadsheet marketers to look good in a listing. This one was built by the licensed CPAs at ProAxis Tax & Accounting Services (New Jersey and New York) around how the return actually reads. That difference does not show up in a screenshot, but it shows up the first time you reconcile: the accounts are grouped the way your situation reports, the categories line up with the tax form, and the structure holds when the numbers get real.
Every product is reviewed by a licensed CPA before it is published, and any figure it references is cited to a primary IRS or state source and dated inside the file. The goal is an honest, professional starting point — not an optimistic one. If you later decide you would rather hand the work to a CPA than do it yourself, ProAxis does bookkeeping setup, cleanup, and ongoing accounting for businesses across NJ, NY, and PA. The template makes that conversation shorter; it does not depend on it.
Related resources
More CPA-built bookkeeping workbooks
Frequently asked questions
Does it store Social Security numbers?
No. It deliberately does not store SSNs or EINs. It tracks whether you have collected a W-9, not the sensitive data itself.
What tax year does it reflect?
Tax year 2026, including the new $2,000 1099-NEC reporting threshold, cited to irs.gov and dated inside the file. Verify current figures before filing.
Important — please read before buying
Educational template — not advice. This is a do-it-yourself template. It is general educational material, not tax, accounting, or legal advice, and is not written tax advice under Treasury Circular 230. Your purchase does not create a CPA-client, engagement, or advisory relationship. Figures reflect the law as of the date shown for the tax year noted and are not updated after purchase — verify at the primary source before acting. Consult a professional you separately engage about your specific situation. Results vary; no specific tax, refund, deduction, or compliance outcome is promised.
Refunds: Digital products are delivered instantly and are non-refundable once downloaded. We will refund or replace any file that is corrupt, materially not as described, or not delivered, within 30 days of purchase.
Purchases are governed by the Digital Product License & Terms of Sale. Sold and fulfilled by Gumroad, Inc. as merchant/seller of record. Content authored by ExpertEngine LLC d/b/a ProAxis Templates — built by the licensed CPAs at ProAxis Tax & Accounting Services.
Want a CPA to set up your books, not just a template?
ProAxis Tax & Accounting Services does bookkeeping setup, cleanup, and ongoing accounting for NJ, NY, and PA businesses. Book a free consultation to talk through your situation.