Year-end paperwork checklist for contractors
Tidy records make tax time faster and cheaper.
- Finalize open invoices. Chase or write off anything old.
- Collect receipts and statements. Bank, card and supplier statements for the year.
- List subcontractors paid. Note who may need a year-end form and collect any missing details.
- Review vehicle and tool purchases. Keep purchase dates and amounts together.
- Send everything to your accountant. Ask what deadlines apply to you.
Common questions
When are 1099s due?
Deadlines and thresholds change. Check the IRS site and verify with your accountant.
Do I need a bookkeeper?
Many small contractors use an accountant at year end and keep their own records during the year.
See also the contractor guides and free tools.
General information, not legal or financial advice. Verify with your attorney or accountant.
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