IR35 Status Working Practices Questionnaire
Your Details
Your Name
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First Name
Last Name
E-mail
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This should be the same email address as you placed your order with.
Business Name
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Further details
How many years has your company been trading?
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What is the name of your recruitment agency (please enter 'N/a' if direct with the end client)?
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What is the name of your end client?
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Who requested you to complete an IR35 Status Working Practices Questionnaire?
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End Client
Recruitment Agency
Accountant
None (My own choice)
Other
Please note:
If the questionnaire is closed before completion, the submission will not be made to us. In addition, it is not possible to resume the questionnaire at a later date - you will need to begin again from the start. The estimated time to complete this questionnaire is 10-15 minutes.
Validation
Please verify that you are human
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Start the Questionnaire
1. Substitution
Would your company be able to send a substitute representative with equivalent skills, experience and qualifications if you were unable to provide the services personally? Note: Be aware that you should consider this separately from any clause in your written contract as it is the reality of the engagement being queried here, not what the contract states.
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Yes
No
Would your company remain responsible for payment of the substitute contractor?
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Yes
No
Has the right of substitution been exercised on this contract to date?
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Yes
No
For what reason would you be unable to supply a substitute? Do be aware that not having another employee/representative in your company does not mean you cannot substitute. You could for example engage another contractor for the duration in question, or ask a friend to step in.
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Additional Information
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Control (Part 1)
Does the client dictate or have the right to instruct you in regards to your working methods?
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Yes
No
Are you subject to performance reviews, appraisals or disciplinary proceedings from the client?
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Yes
No
Do you need to seek the permission or approval of your client to take time off?
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Yes
No
Are you able to be moved without consultation from task to task as priorities of the end client change?
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Yes
No
Additional Information
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Control (Part 2)
Are you required to abide by employee rules, regulations and procedures in place in the client's business, beyond those relating to Information/Data Security, and Health and Safety?
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Yes
No
Do you have to report to a supervisor / line manager in the client or agency's staff?
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Yes
No
Is your company required to work set times stipulated by the client?
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Yes
No
If the end client or agency offers you work which is not specified within the contract, are you able to refuse it?
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Yes
No
Additional Information
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Mutuality of Obligation
During or after the contract, is your client obliged to provide you with a continuous stream of work?
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Yes
No
Does your contract have a fixed end date?
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Yes
No
Do you have the right to terminate the contract at any time? If so, please provide the notice period.
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Yes
No
Notice PeriodSelect
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Please Select
Does the client have the right to terminate the agreement at any time and for any reason, and if so, what is their notice period?
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Yes
No
Notice PeriodSelect
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Please Select
No notice required
1 week
2 weeks
3 weeks
1 month
2 months
3+ months
Additional Information
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Previous Employment & Nature of Services With The Client
Have you ever been an employee of your client?
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Yes
No
Please confirm the time frame between leaving as an employee and returning as a contractor
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Do you hold a director position (or similar) at the end client?
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Yes
No
Do you have budgetary control of any aspect of the client's business, sit on the board of directors, or have any other director-level responsibilities?
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Yes
No
Do you have any line management responsibilities over your clients' staff?
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Yes
No
Additional Information
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Financial Risk (Part 1)
Is your company paid for periods where services are not provided? This could be due to illness, holiday, furlough etc.
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Yes
No
Is the equipment you use in order to carry out the services your own?
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Yes
No
Why not?
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If work undertaken by your company is found to be faulty, or in error, are you financially liable to correct it?
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Yes
No
Type a question
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Financial Risk (Part 2)
Does your company have its own stationery, office outside of your home premises or its own website?
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Yes
No
Does your company hold business insurances such as Professional Indemnity Insurance or Public & Employers Liability?
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Yes
No
Which insurances do you hold currently? (Tick all that apply)
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Professional Indemnity
Public Liability
Employers Liability
When are the insurances due to renew?
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Please Select
January
February
March
April
May
June
July
August
September
October
November
December
Additional Information
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Other Indicators (Part 1)
Do you undertake any of the services you are contracted to perform from your own office/premises?
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Yes
No
Do you receive any employment related benefits from the end client or agency, for example bonus payment, overtime, staff only facilities, healthcare or payments in lieu of notice?
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Yes
No
Please confirm what you receive (Tick all that apply)
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Overtime
Commission
Healthcare
Subsidised canteen
Bonus payment(s)
Payment in Lieu of Notice
Gym
Other
Do you claim expenses from your client using client-own systems?
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Yes
No
Do you receive any training paid for by the client?
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Yes
No
Additional Information
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Other Indicators (Part 2)
When on client site, is it clear that you are a contractor and treated as a visitor? For example, wearing a visitor ID on-site
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Yes
No
Are you prevented from undertaking work for other clients (Assuming you had enough time/resources to do so) during the course of the engagement?
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Yes
No
Are you aware of any discrepancies between the agreement between your company and the agency (the Lower Level Contract) and the agreement between the agency and the end client (Upper Level Contract)?
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Yes
No
Please provide details on the differences you are aware of
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Please provide any extra comments or information on any other factors that you believe would influence your IR35 status.
Submit
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