Color-Coded 1099 Contractor Tracker: See Who to Follow Up With
Rows in the Year Summary turn red, amber or green. Red: at or over the threshold with no W-9 on file. Amber: approaching, or a Review total. Green: the W-9 is on file. Green isn't a filing decision; the 1099 likely? column still applies. So you'll see at a glance who to follow up with before year end. Educational template, not tax advice. Template created using AI tools and reviewed by the shop owner.