1099 season pack for US accountants and bookkeepers
Work out which vendors need a 1099-NEC or 1099-MISC under the 2026 thresholds, collect W-9s and tell clients what you need from them.
US firmsFree
- Files
- 4, Word and Excel
- Last checked
- October 2026
Get the pack by email
What 1099 season involvesDocument in the pack
Know which vendors need a form$2,000 threshold for 2026 payments
✓Vendor 1099 trackerWorks out the form for each vendor
Leave out corporations and card payments
✓Vendor 1099 trackerExcept attorneys, who still get a form
Collect taxpayer IDs before year end
✓W-9 request letterThe tracker flags vendors without a W-9
Get each client's vendor list in time
✓Year-end client letterAsks for payments, W-9s and contacts
Meet the filing deadlines
✓Quick referenceThresholds, deadlines and penalties
Who it's for
Accountants and bookkeepers who prepare 1099s for small business clients, and finance teams that file their own.
Last checked
Checked against the IRS instructions for Forms 1099-NEC and 1099-MISC in October 2026.
