Contractor W-9 Tracker — the creative breakdown.

Finance · Tax

w-9 tracker.

Tax year

Company

Prepared by

A W-9 is required from any contractor paid $600 or more in a calendar year. Collect before first payment. File a 1099-NEC by January 31 of the following year. This log does not substitute for actual W-9 forms — store signed originals securely.

Contractor log

Name (legal)	Business name	Role	W-9 received	Total paid	1099 required	1099 filed

Year-end checklist

All W-9s collected before payment W-9s stored securely (not in email) Total payments reconciled vs. bank records 1099-NEC filed for all $600+ contractors 1099s sent to contractors by Jan 31 Copy filed with IRS by Jan 31 Accountant / CPA notified Records retained 7 years

Accountant / CPA contact

Notes