Stop scrambling for contractor records at year-end.

1099 Contractor Payment Review OS 2026 is an Excel-based record-preparation and review system for small businesses that work with independent contractors.

Track contractor details, W-9 status, payment dates, amounts, payment methods, service categories, invoices, and review notes in one organized workflow.

The workbook automatically summarizes:
• Total YTD Payments
• Direct-Payment Review Amount
• Card / Network Review Amount
• % of the 2026 $2,000 review threshold
• W-9 follow-ups
• Payment-channel and payment-facts review flags
• Year-end P0 / P1 / P2 priorities

You also get a W-9 Follow-Up Queue, Year-End Review Queue, Dashboard, and CPA / Accountant Export.

Privacy-conscious design: the workbook does not require full SSN, EIN, ITIN, or other complete taxpayer identification numbers.

Includes:
• Blank Customer Workbook (.xlsx)
• Demo Workbook (.xlsx)
• Quick Start Guide (PDF)
• License & Terms (PDF)

Excel .xlsx • No macros • One-time purchase

Important: This is a business record-preparation and review tool. It does not file tax forms, automatically determine who must receive Form 1099-NEC, or provide tax, legal, accounting, or withholding advice. Verify current IRS requirements and review filing decisions with a qualified tax professional.