All Templates / Collections & Compliance
Collections & Compliance
Templates for getting paid on time and staying ahead of tax and compliance deadlines — AR aging, 1099 thresholds, sales tax nexus, and quarterly estimated taxes.
Collections & Compliance
The Accounts Receivable & Collections Tracker
Know exactly who owes you money, how late they are, and what to do about it before it becomes a cash flow crisis.
- Automatically buckets overdue accounts into standard 30, 60, and 90-day tracking windows
- Calculates key collection efficiency metrics automatically
- Includes pre-written email and phone templates to collect what you are owed
The 1099 Contractor Payment & Threshold Tracker
Stop missing a state filing hiding under the new federal 1099 threshold. Track every contractor against both numbers automatically, all in one place.
- Flags contractors who cross their state's 1099 threshold even when they're under the new $2,000 federal bar
- Tracks W-9 status so you're never scrambling to file in January
- Includes a 2026 threshold guide explaining exactly what changed and why
The Sales Tax Economic Nexus Tracker
Stop finding out you've crossed a sales tax threshold when a state notices for you. Track revenue against every state's limit before it becomes a filing problem.
- Auto-sorted priority list shows exactly which states you've crossed but haven't registered in
- Built around the 2026 shift to a simple $100,000 revenue-only threshold in most states
- Includes a practical guide on what to do the moment a state turns red
The Quarterly Estimated Tax Payment Tracker
Stop relying on a one-time calculator that goes stale the day you use it. Track your actual safe harbor payments across all four quarters, automatically.
- Calculates your exact safe harbor target, including the 110% rule for higher earners
- Tracks cumulative progress and flags any quarter that falls behind
- Includes a guide to how the underpayment penalty is actually calculated