Sample with fictional data. For 2026 payments, the Form 1099-NEC threshold is USD 2,000; 1099-MISC thresholds vary by payment type, and backup withholding can require reporting below a threshold (IRS). This worksheet is data preparation for your review, not a filing determination or tax advice.
| Date | Payee | Amount | Tax ID | Address | |
|---|---|---|---|---|---|
| 01/09/2026 | Northside Plumbing LLC | $1,250.00 | 12-3456789 | 14 River Rd | [email protected] |
| 02/14/2026 | NORTHSIDE PLUMBING | $980.00 | |||
| 03/03/2026 | Maple Leaf Cleaning Co. | $450.00 | 9 Elm St | ||
| 05/21/2026 | Maple Leaf Cleaning | $450.00 | |||
| 07/18/2026 | Maple Leaf Cleaning Co | $1,350.00 | |||
| 04/02/2026 | J. Rivera Design | $1800.00 | [email protected] | ||
| 09/12/2026 | J Rivera Design | $600.00 | |||
| 06/30/2026 | Quick Courier Inc | $310.00 | 98-7654321 | 5 Dock St | |
| 12/22/2025 | Northside Plumbing LLC | $400.00 | |||
| 08/08/2026 | Summit IT Services | $2,400.00 | 45-1112223 | 200 Main St | [email protected] |
| 10/01/2026 | $75.00 | ||||
| Summit IT Services | abc | ||||
| TBD | Quick Courier Inc | $120.00 |
| vendor | vendor_id | total_paid | payments | at_or_over_threshold | tin_present | address | possible_same_vendor | notes | |
|---|---|---|---|---|---|---|---|---|---|
| J. Rivera Design | 2400.00 | 2 | yes | no | [email protected] | no TIN/W-9 on file in export; no address in export; spellings grouped: J Rivera Design | J. Rivera Design | |||
| Summit IT Services | 2400.00 | 1 | yes | yes | 200 Main St | [email protected] | |||
| Maple Leaf Cleaning Co. | 1800.00 | 2 | no | no | 9 Elm St | Maple Leaf Cleaning | spellings grouped: Maple Leaf Cleaning Co | Maple Leaf Cleaning Co. | ||
| Northside Plumbing LLC | 1250.00 | 1 | no | yes | 14 River Rd | [email protected] | NORTHSIDE PLUMBING | ||
| NORTHSIDE PLUMBING | 980.00 | 1 | no | no | Northside Plumbing LLC | ||||
| Maple Leaf Cleaning | 450.00 | 1 | no | no | Maple Leaf Cleaning Co. | ||||
| Quick Courier Inc | 310.00 | 1 | no | yes | 5 Dock St |
| input_line | vendor | amount | date | reason |
|---|---|---|---|---|
| 12 | $75.00 | 10/01/2026 | no vendor name/ID | |
| 13 | Summit IT Services | abc | invalid or missing amount 'abc'; unparseable/missing date '' | |
| 14 | Quick Courier Inc | $120.00 | TBD | unparseable/missing date 'TBD' |
Input: sample.csv (13 rows). Columns used: vendor_id=None vendor=Payee amount=Amount date=Date tin_present_from=Tax ID address=Address email=Email Grouping: exact vendor name (case/punctuation/spacing only) Payments dated 2026: 9 rows, total 9,590.00. Other years excluded: 1 rows, total 400.00. Rows needing review: 3 (valid-amount total 195.00). Reconciliation: input valid-amount total 10,185.00 = included + other-year + review: OK Vendors in worksheet: 7; at/over 2,000: 2; of those without TIN in export: 1; possible same-vendor pairs to confirm: 4. This worksheet is data preparation for your review, not a filing determination or tax advice. 1099-NEC uses USD 2,000 for 2026 payments; 1099-MISC thresholds vary by payment type, and backup withholding can require reporting below the threshold (IRS: https://www.irs.gov/businesses/small-businesses-self-employed/am-i-required-to-file-a-form-1099-or-other-information-return). TIN presence only; TINs were not validated or copied.
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Peter, Go-to-Market Representative, The Trillium Company · 145 Columbia Street West, Unit 1803, Waterloo, Ontario N2L 0K7, Canada · [email protected] · +1 (548) 490-9330