Whether you're filing a handful of contractor payments or managing dozens of vendors, the 2027 1099 Filing Toolkit helps simplify year-end reporting. This free Excel workbook includes a vendor tracker, W-9 tracker, filing checklist, deadline calendar, and status tracker to help your team prepare accurate Forms 1099 and meet IRS filing deadlines with confidence.
Just fill out the form at right and we'll email you a link to the download!
1099 Vendor Tracker– Track vendor names, W-9 status, payment totals, 1099 requirements, form type, filing status, and notes in one organized spreadsheet.
W-9 Collection Checklist– See which vendors have provided the information you need before year-end reporting begins.
1099 Deadline Calendar– Keep key 2027 filing deadlines visible, including recipient delivery, Form 1099-NEC filing, paper filing, and electronic filing dates.
Filing Status Tracker– Monitor whether each required form has been sent to the recipient, filed with the IRS, and documented for your records.
Step-by-Step Filing Checklist–Work through the year-end reporting process with a clear checklist for review, preparation, filing, corrections, and record retention.
Built For Startups and Growing Businesses
Preparing Forms 1099 isn't just about meeting a deadline—it's about maintaining accurate vendor records, reducing compliance risk, and keeping your year-end close on schedule.
Whether you're managing a handful of contractors or hundreds of vendor payments, the 2027 1099 Filing Toolkit helps organize the information you need to file with confidence.
Use it to simplify:
Vendor and contractor tracking
W-9 collection and verification
1099-NEC and 1099-MISC identification
Recipient delivery tracking
IRS filing status
Year-end recordkeeping
Designed for finance teams, controllers, operations leaders, and business owners, this workbook provides a repeatable process that scales as your business grows.
The download includes an Excel workbook with vendor tracking, W-9 collection, filing deadlines, filing checklists, and status tracking to help businesses prepare Forms 1099 accurately.
Yes. The toolkit includes tracking fields and reference guidance to help you identify which vendors may require Form 1099-NEC or Form 1099-MISC. It does not include the IRS forms themselves or file them on your behalf.
No. The workbook helps organize your information and filing process. You'll still need to submit Forms 1099 through the appropriate IRS filing method or your preferred tax software.
