What your accountant actually receives — PDF, CSV, and email attachment samples
Formatted for direct delivery to your accountant or tax preparer. All data in one clean page.
| Client | Platform | Invoice # | Amount | 1099 Status |
|---|---|---|---|---|
| Meridian Digital LLC | Upwork | UW-2025-0047 | $3,200 | 1099-NEC |
| Brightwave Studios | Fiverr | FW-2025-0112 | $850 | 1099-NEC |
| Cascade Health Advisors | Upwork | UW-2025-0089 | $7,500 | 1099-NEC |
| Nordic Tech Consulting | Upwork | UW-2025-0156 | $4,550 | Pending — Q1 invoice |
| Riverside Creative Agency | Fiverr | FW-2025-0198 | $2,650 | Under $600 — no 1099 |
The PDF is formatted to IRS 1099-NEC specifications. Your accountant can use this directly — no re-entry, no reformatting.
Paste-ready for Excel, Google Sheets, or direct import into QuickBooks Self-Employed.
Client Name,Platform,Invoice Number,Amount,Date,1099 Status,Deductible Meridian Digital LLC,Upwork,UW-2025-0047,$3,200.00,Jan 15 2025,1099-NEC issued,Yes Brightwave Studios,Fiverr,FW-2025-0112,$850.00,Feb 3 2025,1099-NEC issued,Yes Cascade Health Advisors,Upwork,UW-2025-0089,$7,500.00,Feb 28 2025,1099-NEC issued,Yes Nordic Tech Consulting,Upwork,UW-2025-0156,$4,550.00,Mar 22 2025,Pending Q1 invoice,Yes Riverside Creative Agency,Fiverr,FW-2025-0198,$2,650.00,Apr 5 2025,Under $600 no 1099,Yes
CSV includes a Deductibility column — accountant can filter by deductible/non-deductible in one click. No manual tagging required.
One-click copy the body below. Attach the PDF above. Send. Done.
Hi [Accountant Name],
Attached is my 2025 freelance earnings summary for Upwork and Fiverr. This covers all clients billed $600 or more — ready for your 1099-NEC preparation.
Quick overview:
• 3 clients with 1099-NEC obligations: $14,200 total
• 1 client pending final Q1 invoice: $4,550 (Nordic Tech Consulting)
• 1 client under $600 threshold: $2,650 (Riverside Creative)
The attached PDF mirrors the IRS 1099-NEC format. The CSV includes a deductibility column if that's helpful for your categorization.
Let me know if you need anything else before the January 31 deadline.
Best,
[Your Name]
This email takes 60 seconds to fill in and send. Your accountant gets exactly what they need — not a folder of screenshots and email threads.
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