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Bookkeeper Tax Season Kit | Year-End Close Checklist, 1099 Tracker, CPA Handoff | Client Tracker Spreadsheet for Bookkeepers, Excel & Sheets

NicheToolkits  
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Star Seller. This seller consistently earned 5-star reviews, shipped on time, and replied quickly to any messages they received.

Highlights

  • Designed by NicheToolkits
  • Party decor for gatherings and celebrations
  • Digital download
  • Digital file type(s): 1 ZIP

CLOSE CLEAN. HAND OFF CLEAN. SURVIVE JANUARY.
=============================================

Tax season is won in December. This kit is the system that gets every client closed, every 1099 filed, and every CPA handoff out the door — without the annual scramble.

Built for bookkeepers, not accountants-in-training. No subscription.

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WHAT YOU GET
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- Tax-Season Workbook (Excel AND Google Sheets) — dashboard, client tracker, 1099-NEC vendor tracker, 16-step year-end close checklist, deadline calendar, CPA handoff summary
- The Bookkeeper's Tax-Season Playbook (Word + PDF) — timeline, what to collect, 1099 rules, the clean close, the CPA handoff
- Client Tax-Package Request (fillable PDF)
- Year-End Close Checklist (fillable PDF)
- 5 Tax-Season Client Scripts (Word) — request, W-9 chase, books-closed update, CPA handoff, scope note
- Canva pack (editable printables)
- Quick-start guide + README + license

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WHO IT'S FOR
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- Solo and small-firm bookkeepers running 5-50 client books
- Anyone who dreads January and the 1099 deadline
- Bookkeepers who want to hand CPAs a clean, complete package
- New bookkeepers who want a repeatable tax-season system

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WHY IT'S DIFFERENT
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- One dashboard shows every client's status at a glance
- The 1099 tracker flags who needs a 1099-NEC at $600+ automatically
- The same 16-step close, every client — nothing slips
- A one-page CPA handoff that makes you indispensable
- Works in free Google Sheets — no Excel required

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HOW TO USE IT
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1. Open the workbook; set the tax year and your close date on Assumptions.
2. Add your clients to the Client Tracker.
3. Send each client the Tax-Package Request (script #1 + the fillable PDF).
4. Work the close checklist per client; log contractors in the 1099 tracker.
5. File 1099s by Jan 31; send each CPA the handoff package.

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FILE DETAILS
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- Instant download, 1 ZIP. Excel (.xlsx), Word (.docx), PDF, Canva (.pptx).
- Opens in Excel, Google Sheets, Word, Google Docs, Canva (free), or PowerPoint.
- Lifetime updates included.

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A NOTE ON TAXES
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This kit organizes books and tax-season workflow. It is not tax, legal, or financial advice, and does not replace a CPA. Verify deadlines and rules with the IRS and each client's CPA.

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TERMS
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For use in your own bookkeeping business, unlimited clients. Edit and print freely; do not resell or redistribute the files.

STARTING OUT? Pair this with our Start a Bookkeeping Business in a Box — forms, pricing, SOPs, and scripts to land and run clients: https://www.etsy.com/dk-en/listing/4508877416/bookkeeping-business-in-a-box-start-a

- NicheToolkitHub · nichetoolkithub.com

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⭐ PAIRS WELL WITH
• Monthly Bookkeeping Checklist - clean closes all year → https://www.etsy.com/dk-en/listing/4517657685/monthly-bookkeeping-checklist-month-end
• Bookkeeper Business Toolkit - complete templates bundle → https://www.etsy.com/dk-en/listing/4477930754/bookkeeping-business-toolkit-9-file

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NicheToolkits
Ryan Smith
NicheToolkits ·

United States

We calculate this number using a recency-weighted average of all ratings, with a rating's value decreasing by half each year to best reflect the current experience. 5.0
·
112 sales
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