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 · 14-day full refund · Word and PDF · download link by email
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Every kit and ebook downloads the moment you pay, day or night. Questions get answered after we open in the morning.
Browse the storeWho it is for
Small business owners and bookkeepers who pay contractors, landlords and other vendors.
Not the right fit if
You don't pay contractors or vendors, or you want 1099s filed for you: confirm decisions with your accountant.
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
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Uses the email and terms box above. You get the same download link by email.
Want every toolkit? The toolkit membership includes all of them, with a lower rate if you pay yearly.
Get every update for a year, $29: the Yearly Updates Pass gives you each refreshed edition we release of the kits you own. One payment, no automatic renewal.
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.
Ways to get it
Just this kit, or more
Membership
$29 a month
Every kit and document pack in the store, including new ones. Cancel any time.
See the membershipQuestions
Common questions
What do I get and how is it delivered?
The New 1099 Rules Kit comes as a zip with three documents, each as an editable Word file and a printable PDF: What Changed Summary For Accountant, 1099-K Reconciliation Sheet, and Vendor Tracker Guide, plus an Excel workbook (Vendor Threshold Tracker). The download link arrives by email after payment.
Will it open on a Mac, Google Sheets or my phone?
The PDFs open in any PDF reader, and the Word files edit in Word, Google Docs or LibreOffice. The workbook is built for Excel and tested in LibreOffice; it should open in Google Sheets, but not every feature is tested there. If a file will not open or something looks wrong, reply to your order email and we will make it right. If it is not right for you, email us within 14 days of buying for a full refund.
Is this legal or tax advice?
General information, not tax advice.
Is it up to date for 2026 and 2027?
Thresholds come from the IRS 12/2026 instructions, and the workbook has a 2027 column ready for you to update. Confirm 1099 decisions with your accountant.
Free sample
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