1099 Year Summary Spreadsheet: Who's Over, Approaching or Missing a W-9

Three large numbers, 5 contractors at or over the threshold, 1 approaching and 1 paid with no W-9, above the matching summary row from the spreadsheet, fictional data

The top of the Year Summary answers three questions fast: how many contractors are at or over the $2,000 threshold, how many are getting close, and how many you've paid with no W-9 on file. In the example tab that's 5, 1 and 1. The approaching warning starts at 75% and you can change it. Educational template, not tax advice. Template created using AI tools and reviewed by the shop owner.

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