COI + W-9 Tracker

About this product

If you have ever discovered an expired COI two days before a project starts, this is for you. The COI + W-9 Tracker is a focused Excel workbook that tells you which subcontractors have current insurance, which have W-9s on file, and which are about to lapse. Type expiration dates into the columns and the workbook auto-flags status as Current, Expiring Soon, Expired, or Missing. It also tracks W-9 collection with last-four EIN or SSN only, so you do not put full tax IDs in a shared spreadsheet, and includes a three-strike follow-up tracker for the documents that always go missing. This workbook is an internal compliance tracking tool. It is not legal advice, tax advice, insurance advice, or a substitute for professional review. Have your insurance certificates reviewed by a qualified broker and your 1099 obligations reviewed by your CPA.

What's included

• 6-tab Excel workbook with 38 validated formulas
• Sample version with example data
• Blank version ready for your business
• Auto-status flagging: Current, Expiring Soon, Expired, Missing
• COI Tracker and W-9 Tracker tabs
• Expiration Log and Missing Doc Follow-up Log
• Monthly Review tab with auto-rolling KPIs
• Works in Excel, Google Sheets, and Apple Numbers
• Instant download

Who this is for

General contractors managing five or more subs, construction admins, bookkeepers preparing 1099s, and project managers verifying coverage before work starts.