For anyone who pays contractors · 1 workbook
Who needs a 1099, and whose W-9 is still missing?
List each payee from their W-9 and log what you pay. The 1099 Summary gives one row per payee: File 1099-NEC, File 1099-MISC, or Not required, with the reason.
Checkout and instant download on Etsy (Etsy may add sales tax or VAT). 14-day file guarantee.
- For Microsoft Excel & Google Sheets
- No macros, no add-ins
- Built by a CFO with 20+ years of experience
What it does for you
1099 & W-9 Tracker, in plain terms.
A decision for every payee
1099-NEC box 1a total, MISC total, tax withheld, and why a payee is not required.
Rules you can see and edit
The $2,000 threshold for 2026 payments, card and payment-app payments left out (reported on 1099-K), corporations exempt except attorney fees, attorney gross proceeds to 1099-MISC, same-TIN payees combined.
Missing W-9 warning
Every reportable payee without a W-9 is flagged, with the 24% backup withholding amount.
Deadlines with days left
From a date you set, each with its irs.gov source. Plus 23 live checks that say OK or ERROR.
Inside the file
See the actual tabs.
Every image is drawn from the workbook itself with its fictional sample data. Select an image to open it full size.
What's included
1 .xlsx file (10 tabs).
- UYNOS 1099 & W-9 Tracker (.xlsx)Start here, Settings, Payees (100), Payments (500), 1099 Summary, Deadlines, Filing export, Checks, Read Me, Lists.
- Fictional sample data13 payees and 23 payments so you can see it working. The Start here tab lists exactly which ranges to clear.
The threshold, the $600 attorney figure, the royalty figure and the withholding rate sit on Settings as inputs with their irs.gov sources, taken in November 2026. Nothing is hard-coded in a formula. For another year, type the new values. Always confirm with the IRS instructions or your preparer.
How it works
Three steps.
Download the file from your Etsy account (Purchases) and open the Start here tab.
Type your own numbers in the input cells (colour-coded; the legend is on the Start here and Read Me tabs). Formula cells calculate everything else.
Read the Dashboard. If Checks says ERROR, the Checks tab tells you what to fix.
Compatibility
What we checked, and what we have not.
Recalculated and checked in Google Sheets and LibreOffice Calc, with the results compared against a separate calculation.
| Microsoft Excel 2016+ / Microsoft 365 | BUILT FOR Standard functions only. Not yet opened in Excel (desktop, Mac or online) by us; covered by the 14-day file guarantee. |
|---|---|
| Google Sheets | CHECKED Uploaded and recalculated; results matched. |
| LibreOffice Calc | CHECKED Full recalculation; results matched a separate calculation. |
| Apple Numbers | NOT TESTED |
| Macros, add-ins, external links | NONE |
| Phone | Fine for viewing; data entry is easier on a computer. |
Honest limits
What it is not.
- Not tax, legal or accounting advice. It organizes your records. It does not file anything and does not create IRS forms or the IRS IRIS import file; the filing table is a generic layout.
- State filing rules differ. There is a per-payee state flag and a state-threshold override, but the workbook does not know your state’s rules.
- Not connected to your bank, QuickBooks or any other software.
- Not a physical product. Nothing is shipped.
Is it for the 2026 tax year?
Yes: payments made in 2026, forms due in early 2027. The rules are inputs, so you can update them for another year.
Does it e-file for me?
No. It tells you who to file for and totals the amounts. You file with the IRS or your filing service.
Does it handle state 1099 filing?
Only as a flag and an optional threshold override per payee. Check your state’s rules.
Will it work in Microsoft Excel?
It is built for Excel 2016 or later and Microsoft 365, using standard worksheet functions only (no macros, add-ins, external links or passwords). Our own testing so far was done outside Excel (see Compatibility above). If anything does not work in your Excel, the 14-day file guarantee applies.
How do I use it in Google Sheets?
Upload the .xlsx to Google Drive and open it with Google Sheets (or File > Import). Chart styling can look slightly different from Excel.
How do I get the file?
You buy on Etsy and download the .xlsx from your Etsy account (Purchases). It is a digital file; nothing is shipped.
What is the refund policy?
If the file will not open or calculate correctly in current Excel or Google Sheets, message us through Etsy (or email support@uynos.com) within 14 days of purchase. If we cannot fix it within 2 business days, we refund you in full. Because files download instantly, we do not refund for change of mind. Your consumer rights under local law still apply.
What does the license allow?
Single-user license: use it for your own business or for your own clients. Please do not resell or share the file itself.
How was it made?
Designed by UYNOS with AI-assisted tools and reviewed by a finance professional (a CFO with 20+ years of experience). Results were checked by recalculating the file and comparing against a separate calculation. The images on this page are renders of the actual file with fictional sample data.
It calculates from the figures you enter and does not know your full tax position or legal obligations. It is not IRS-reviewed and does not file anything. Check your inputs and talk to a qualified accountant or tax professional before making tax, financing or legal decisions.
Get the file
1099 & W-9 Tracker for Contractors and Vendors
Checkout and instant download on Etsy (Etsy may add sales tax or VAT). 14-day file guarantee.
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