Overview
Small Landlord Year-End CPA Handoff & 1099 Vendor Kit is a practical spreadsheet-and-checklist toolkit for landlords who manage one to ten rental units on their own. Instead of reconstructing twelve months of rent, repairs, insurance and contractor payments in January, you fill in a clear structure as you go. It is a one-time $19 digital download on Gumroad with no subscription. It is an organizational aid only and is not tax, legal or accounting advice.
What is included
- Year-End CPA Handoff Packet: a guided summary of income by property, expenses by category, mortgage interest, property tax, insurance, repairs versus improvements, and open questions for your preparer, plus a document checklist.
- 1099-NEC Vendor Tracker Workbook: log each contractor, payment dates and amounts, W-9 status and running totals, so you can see who may need a 1099-NEC before January arrives.
Who it is for
Self-managing landlords, accidental landlords, house hackers with a duplex or fourplex, and small investors with a few rentals who want to hand their CPA a clean, consistent package.
How it works
Open the workbook in Excel, Google Sheets or another spreadsheet app, enter your properties once, record income, expenses and contractor payments through the year, review the summary tabs, then send the finished packet and supporting documents to your CPA. Duplicate the file each year to reuse it. Your data stays in your own file.
Pricing and support
$19 one-time, instant delivery via Gumroad: https://nodsmod.gumroad.com/l/small-landlord-year-end-cpa-1099-kit. Questions: [email protected].
Notice
Templates and checklists only, not tax advice. Rules and thresholds vary and change, so confirm details with a qualified tax professional.
