1099 Vendor Spreadsheet Template

This page gives a downloadable CSV template with columns for payee, business or LLC type, TIN on file (W-9 yes or no), payment date, amount, method (check, ACH, card, or app), and service or goods.

Paste in totals per payee to flag who reaches $2,000. For payments made after Dec 31 2025, the 1099-NEC and most 1099-MISC threshold is $2,000.

Download the CSV template (opens in Excel, Google Sheets or Numbers).

Worked example

You pay a vendor $700 in March by check and $1,500 in August by ACH. The total is $2,200, so the sheet flags the payee at $2,000. A second vendor is paid $2,500 by card; card payments are reported by the processor, not on your 1099-NEC, so that row is marked by method. A third vendor gets $1,900 and stays below the flag.

Common mistakes

Mixing card and app payments into the same total as check and ACH. Missing a W-9, which leaves the TIN column blank. Using the old $600 figure for payments made after Dec 31 2025.

Records to keep

Keep the filled sheet, W-9s, and payment confirmations. Note that 1099-NEC is filed with the IRS by January 31. Royalties use a $10 threshold.

Questions

What is the threshold for 2026 payments?

$2,000 for 1099-NEC and most 1099-MISC payments made after Dec 31 2025.

Do card payments count?

No. Card and app payments are reported by the processor, not on your 1099-NEC.

Why track W-9 status?

A W-9 gives you the TIN needed to file the form.

Data checked 2026-10-31 against the linked irs.gov pages.