Real screenshots from the kit files. Example figures are illustrative.
Independent Contractor Classification and Risk Kit
The classification call decides whether the cheap option carries the largest bill in your program. Three tests, one worker, a documented risk read, and the agreements, with counsel checkpoints marked.
One-time purchase, no subscription. Instant download.
Built to the TrueStep HR standard
- Classification decision guide walking the DOL, IRS, and state ABC tests with the shifting federal rule dated
- Worker questionnaire producing a low, review, or high risk read per worker, never a legal determination
- 1099-vs-W2 cost model so the price of getting it right is a number, not a guess
- IC services agreement with classification language, IP assignment, and insurance terms
- Statement of work template that keeps the engagement deliverable-shaped
- Counsel checkpoints marked through every file, with the traps that catch employers
The kit structures the review and documents it. The determination belongs to the tests and, where it is close, to counsel.
14-day money-back guarantee. If it does not help, email us and we refund you.
Want it set up with you? Add a 60 minute implementation session — $149 →
General information, not legal advice. Have qualified employment counsel review any classification decision, agreement, or notice before you act on it.
Not the right fit? Take the 60-second match.
Buying for clients or multiple entities? The White-Label tier is in the license.
Six files from the first question to a signed agreement
A guide to read first, a workbook that scores the risk and prices the choice, and the agreements, built to be used together on one engagement.
Start Here
How the pieces fit and the order to work in, with the disclaimer front and center: the tests are independent, and state law can be stricter.
Classification Decision Guide
The three tests in plain language: the DOL economic-reality factors with the 2024 rule, the 2025 enforcement bulletin, and the 2026 proposed rule dated; the IRS common-law categories; the ABC test and the stricter states; and the traps, including what to do when a call looks wrong.
Classification and Cost Workbook
The per-worker questionnaire that produces a low, review, or high risk read with the reasoning visible, and the 1099-versus-W2 cost comparison tied to the burden model. Opens on a worked example.
IC Agreement and SOW Templates
An independent contractor services agreement with classification language, IP assignment, non-solicitation, insurance, and invoicing terms, plus a statement of work exhibit, each with a counsel-review instruction. Opens in Word or Google Docs.
The method in the order a classification review runs
Read the tests, score the worker, price the choice, then paper it. The order protects you because the paper cannot fix a wrong call.
Understand the three tests
The DOL economic-reality factors, the IRS common-law test, and the state ABC tests are independent of each other. The guide walks each, with the current federal status dated rather than guessed.
Score the worker
The questionnaire asks the factual questions the tests ask, per worker, and produces a low, review, or high read with the reasoning visible. It is a risk read, not a determination, and it says so.
Price both routes
The 1099-versus-W2 comparison prices the engagement both ways, so the decision is made on real numbers rather than an assumed saving.
Paper the engagement
The agreement and statement of work carry the classification language and the counsel-review instruction. A high or review read routes to counsel before anything is signed.
Built for the test, honest about the label
A contract calling someone a contractor decides nothing; the tests look at the working relationship. The kit is built around that uncomfortable fact.
The rule behind thisWhat contingent labor costs ›The kit tells you when to call a lawyer
Classification is the compliance call with the widest penalty spread in this catalog. The kit flags the situations that need counsel before, not after.
Who it is built for
Who this fits, and where to go if that is not you.
Built for
- An operator or HR lead engaging contractors and wanting the review documented before someone else asks for it.
- A finance partner pricing 1099 versus W2 on real burden numbers rather than an assumed saving.
- A consultant or fractional HR lead standing up classification hygiene for a client.
If you are looking for
- Agency-supplied workers and their terms. The Staffing Agency Management Kit covers the agency relationship.
- The cost side of the program. The Contingent Labor Cost and Conversion Workbook models agency versus payroll.
Before you buy
Is the questionnaire a legal determination?
Which classification test applies to me?
Is the federal rule not changing right now?
Are the agreements ready to sign?
Is it a subscription?
Will it stay current as the rules change?
What is the refund policy?
What happens after I buy?
Can I expense this purchase to my business?
The 6 red flags to check before you discipline or fire someone
A five-minute screen to run before you act. Free PDF, sent to your inbox. Unsubscribe anytime.
This tool is built on published method and current rules. Read the basis yourself:
What buyers say
Run the classification review before someone runs it for you
The three tests in plain language, the per-worker risk read, the cost model, and the agreements, with every counsel checkpoint marked.