Forms & Documents

  • W-9 Form (fillable PDF) – Required for all new agents to provide tax information.

  • Sample 1099-NEC Form – So agents know what to expect at tax time.

  • Direct Deposit Authorization Form – For payment setup or updates.

  • Expense Tracking Template – Excel or Google Sheet for logging work-related expenses.

  • Home Office Deduction Worksheet – To help calculate potential deductions.

Policies

  • Independent Contractor Agreement – Outline of the 1099 relationship with QUANTUM.

  • 1099 Agent Responsibilities Guide – Explains taxes, recordkeeping, and legal compliance.

  • Recordkeeping Policy – How long agents should keep receipts and records.

  • Quarterly Tax Payment Overview – How and when to submit estimated taxes.

Helpful Links