Independent Contractor Qualification
INDEPENDENT CONTRACTOR
Your input on this form will be used to help determine if your independent contractor/worker meets IRS reporting requirements. Please answer all questions to the best of your knowledge. Each of your answers may impact how the relationship is viewed. We will provide our best effort in guiding you.
Estimated Time to Complete
: 5 - 15 minutes
Enter your business name:
This is the name of the business hiring the worker.
Please provide your name:
First Name
Last Name
Enter your email address:
example@example.com
Common Law Rules - Independent Contractor
Facts that provide evidence of the degree of control and independence fall into three categories:
Behavioral:
Does the company (you) control or have the right to control what the worker does and how the worker does their job?
Financial:
Are the business aspects of the worker’s job controlled by the payer? (these include things like how the worker is paid, whether expenses are reimbursed, who provides tools/supplies, etc.)
Type of Relationship:
Are there written contracts or employee type benefits (i.e. pension plan, insurance, vacation pay, etc.)? Will the relationship continue and is the work performed a key aspect of the business?
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Behavioral Control related questions:
These questions are all related to your operational relationship with the worker/service provider.
Do you have the right to control how the worker/service provider does their job or performs their services?
Yes
No
Unsure
Do you set the hours for when the worker/service provider does their work?
Yes
No
Unsure
Does the worker manage, hire, supervise any of YOUR employees?
Yes
No
Do you provide any training/instruction for the worker/service provider to provide their services?
Yes
No
Does the worker use their own equipment, tools, auto, etc.?
Yes
No
Does the worker provide their services to the public? In other words, they are free to work for others as well.
Yes
No
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Financial Control Questions:
These questions are all related to your financial relationship with the worker/service provider.
Does the worker/service provider incur their own expenses in doing their work for you?
Yes
No
Is the worker/service provider at risk of making a profit/loss from their services?
Yes
No
Unsure
Do you pay for any of the worker/service provider's expenses?
Yes
No
IF YES - Please list what expenses you pay for.
Do you reimburse for any of the worker/service provider's expenses?
Yes
No
IF YES - Please list what expenses you reimburse.
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Type of Relationship
These questions are all related to your documented relationship with the worker/service provider
Do you have a signed contract for services with the worker/service provider?
Yes
No
If YES - please provide a copy of the SIGNED CONTRACT for our files.
Does the worker/service provider invoice you for their services?
Yes
No
Do you provide any benefits to the worker/service provider? (Examples: Health Insurance, PTO, retirement, etc.)
Yes
No
Have you hired this worker/service provider for a specific project? (set end date)
Yes
No
Unsure
Will this be an ongoing working relationship?
Yes
No
Unsure
Please list what type of services are being provided?
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