Description
Sound familiar?
- A sub’s insurance certificate expires and nobody notices.
- January comes and you’re digging for 1099 totals.
- Lien waivers scattered across emails and the truck.
What the Subcontractor Tracker does
Record each subcontractor with entity type, W-9 on file, insurance certificate and license expiry dates. "OK to pay?" tells you if anything is missing or out of date. Log each payment with job, invoice number, how it was paid, retainage and lien waiver received. The 1099-NEC summary adds up what you paid each sub in the calendar year and flags who may need a form, and you can print a payment summary for each sub.
What’s inside
- Start Here – what each color means and a quick guide to every tab
- Dashboard – what you have paid, paperwork expiring and lien waivers missing
- Subcontractors – entity type, W-9, insurance, license and expiry dates
- Payments – each payment with job, method, retainage and lien waiver
- Jobs – what each job costs you in subs
- By Month – what you paid subs each month
- 1099-NEC – totals per sub for the calendar year and who may need a form
- Payment Summary – a printable summary for each sub
- Settings – business details, warning days and the reporting threshold
Format
- Your blank spreadsheet (.xlsx, US edition), ready for your business
- A filled-in EXAMPLE copy, so you can see every tab working before you start
- A full PDF user guide: set-up, every tab explained, a routine, the rules that apply and answers to common questions
- Works in Microsoft Excel (Windows and Mac) and Google Sheets
- No macros, nothing to install, no subscription
- Yellow boxes are for you to fill in; the rest works itself out
Mix & match: pick any of our US contractor sheets – any 3 for 15% off, any 5 for 25% off. The discount is added in your cart.
How it works
- Buy and download the file straight away.
- Open it in Excel, or upload it to Google Sheets.
- Open the example copy and the PDF guide to see how it works, then fill in Settings on your blank copy and start typing your own.
Please note
This is a digital product — nothing will be posted. A record-keeping spreadsheet, not tax or legal advice. It does not file anything with the IRS or decide worker status. For use in your own business only — please don’t resell or share the file.
Questions before you buy? Email hello@spreadsheetland.com — happy to help!
Subcontractor Tracker FAQ
Does it file my 1099s?
No. It gives you the totals – you still file with the IRS yourself or through your accountant or software.
Why aren’t card payments counted for 1099-NEC?
Payments made by credit card or a payment app are generally reported by the payment company instead. The guide explains, with links to irs.gov.
Can it tell me if a sub should be an employee?
No. It has a check column to remind you, and points you to the IRS guidance – some states use stricter tests.
Do I need Microsoft Excel?
No. It works in Microsoft Excel, or free in Google Sheets.
Is it a subscription?
No. It is a one-off payment and the file is yours to keep. There are no monthly fees.
I’m not good with spreadsheets. Is this for me?
Yes. You type into the yellow boxes and everything else works itself out. There are no formulas to write, and the PDF guide walks you through it.
Can I see it before I buy?
Yes. Look through the screenshots above. Your download includes a filled-in EXAMPLE copy and a full PDF guide as well as the blank spreadsheet.
Does it work on a Mac, iPad or phone?
Yes on a Mac: use Excel for Mac, or open it free in Google Sheets in your web browser. On an iPad or phone you can open it in the free Excel or Google Sheets app, but a computer is easier for setting it up.
Can I get a refund?
Because it is an instant digital download, I can’t offer a refund once the file has been downloaded. If the file is faulty and I can’t fix it, you were charged twice, or you received the wrong product, I will put it right or refund you. See the Refund Policy. This doesn’t affect your statutory rights.
How do I get my file?
It is an instant digital download. You will get a download link straight after checkout, and by email.
What if I get stuck?
Email hello@spreadsheetland.com and I will help you get set up.
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