The Checklists

2021 1099 Misc & NEC Checklist

Use this spreadsheet to organize and track your 1099 preparation for all of your clients. There is one summary tab to list the status of all clients. Then, there are additional tabs for each client. In those, you'll go through the steps to complete a 1099-Misc and/or 1099-NEC for each contractor.


2021 Year-End Checklist

Use this spreadsheet to organize and track your year-end work for all of your clients. There is a summary tab that lists the status of all of your clients. Then, there are additional tabs for each client listing the year-end work to be completed and the status. The checklist includes tasks for:

  • Your Client's Financial Team
  • Ensure Proper Cutoff
  • Bank Reconciliations
  • 1099 Preparation
  • Payroll
  • Balance Sheet items
  • Profit & Loss items

Year-End Checklists

2 Checklists - (1) 1099-Misc & NEC and (2) 2021 Year-End