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 · 14-day full refund · Word and PDF · download link by email
W-2s and 1099-NECs for 2026 are due February 1, 2027: 80 days left.
🌙 The desk is asleep. The store never is.
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 closing the books for 2026.
Not the right fit if
You want 1099s filed for you, or your accountant already handles your year-end close.
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
Or pay with PayPal
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 Year-End Close and 1099 Kit comes as a zip with four documents, each as an editable Word file and a printable PDF: Year-End Close Checklist, 1099 List Builder, W-9 Request Letter, and Accountant Package Checklist. 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, including on a phone. To edit, open the Word files in Word, Google Docs or LibreOffice on a Mac or PC. 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. Confirm 1099 decisions with your accountant.
Is it up to date for 2026 and 2027?
It is for closing 2026: it uses the IRS 2026 1099 instructions, the $2,000 threshold and the February 1, 2027 due date, with dates moved for 2027 weekends. Updates for later years are not promised.
Free sample
Try one page first
Get a real page or file from this product by email. We send one confirmation email, and no series follows.
Buy it with the others