Small Landlord Year-End CPA Handoff & 1099 Kit

Small Landlord Year-End CPA Handoff & 1099 Vendor Kit is a one-time-purchase Excel workbook for DIY landlords with 1–10 rental units. It helps you organize the year's rental income and expenses into a clean handoff packet for your CPA, so you spend less time answering follow-up questions and less money on cleanup hours. It also includes a 1099-NEC vendor tracker: list contractors and vendors you paid, track payment totals against the reporting threshold, note W-9 status, and see who may need a 1099-NEC. Everything lives in familiar Excel with no subscription, no login, and no software to learn. Designed for small landlords who self-manage properties, handle repairs with local handymen, and want a repeatable year-end routine. Includes checklists for documents to gather, per-property summaries, and a vendor payment log. This kit is an organizational tool only and is not tax or legal advice; always confirm filing requirements with your CPA or tax professional. Buy once, reuse each year by duplicating the workbook, and keep your records tidy all year long so tax season is calm instead of stressful.

What problem it solves

Landlords scramble at year-end to organize records for their CPA and figure out which vendors need a 1099-NEC.