Subcontractor Onboarding
(Vendor 1099)

Empowering your partnerships from day one

Welcome to our subcontractor onboarding process! We're here to assist you in managing your subcontractors,

ensuring your business is in compliance from start to finish!

(ONE TIME SUBCONTRACTOR SETUP)

Workforce Documentation Portal for Ongoing Support

We can complete some of this for you if we have your subcontractor's name, phone number and email address.

Only complete fields with an asterisk (*)

Your First name*

Your Last name*

Your Email*

Your Phone*

Today's Date and Time*

Month

Day

Year

Time

:HoursMinutes

Prime (General) Contractor (You): Legal Business Name*

What is the Full Name of the Principal Officer of (Your) Business? Required by the IRS for 1099 processing.*

Do you have a Business License*

Yes

Please upload | UPLOAD LINK |

Who is the Qualifying Party *

Prime (General) Contractor

Subcontractor

Other

Do (you) as the General Contractor have a permit for the Project you will be hiring the Subcontractor to work on.*

Yes

Please upload a copy.

| UPLOAD LINK |

Have you reviewed the IRS Construction Industry Audit Techniques Guide (ATG)*

Yes

Construction Industry Audit Techniques Guide (ATG)

Have you reviewed the Know Before you Hire information?*

Yes

https://roc.az.gov/before-hire

Is the project a public project subject to the Davis Bacon prevailing wages?*

Yes

Prevailing Wage or the Davis Beacon Act for construction contracts exceeding $2000 to which the US or District of Columbia is a part of? Applies to laborers, mechanics or subcontractors and service contractors. Wage Determinations | SAM.gov

Subcontractor: Legal Business Name:*

Subcontractor: Business Legal Address*

Subcontractor: Telephone Number*

Subcontractor: Email Address*

Do you have an EIN, TIN or Social Security Number for the Subcontractor?

Yes

Please upload copies | UPLOAD LINK |

Social Security (SS)

Taxpayer identification numbers (TIN)

Employer Identification Number (EIN)

Subcontractor: Business Entity Type

Subcontractor: What construction trade does your Subcontractor specialized in?

Do you have a signed Subcontractor Agreement?*

Yes

Please upload the Signed Subcontractor Agreement:

with the following initialed:

Name of Qualifying Party

Scope of Work

Payment Terms and Method

Timeline and deliverables

Independent contractor status acknowledgment

More about contracts AZ

| UPLOAD LINK |

Have you determined that your agreement meets the requirements of a 1099 subcontractor?*

Yes

Independent contractor (self-employed) or employee? | Internal Revenue Service

Does the Subcontractor employee Family Members?

Yes

IRS Family Help

DOL Child Labor Laws Fact Sheet #43

Bulletin 102 and State Labor Laws and Age Certification

Have you reviewed the DOL State Labor Laws as they apply to your Employees and Subcontractors?*

Yes

DOL State Labor Laws

Have you confirmed that your Subcontractors are not a Statutory Employee?*

Yes

IRS Statutory Employees

Are you required to follow the provisions of Prevailing Wage or the Davis Beacon Act *

Yes

Are any of your Subcontractors in the USA on Visas?

Yes

H-1B nonimmigrant worker

Taxation of alien individuals by immigration status – H-1b | H-2A visa worker supplied by a Crew Leader

H-1C , NAFTA TN Visa Holder, or H-2B

H-1B, H-1B1 and E-3 Specialty (Professional) Workers

US Citizenship and Immigration Services

Income tax obligations of individuals with H status visas depend on whether they are classified as resident aliens or nonresident aliens, determined using either the green card test or the substantial presence test.

Do you have your completed I-9 for your Subcontractors?

Yes

Employment Eligibility Verification | USCIS ( https://www.e-verify.gov/) FORM

| UPLOAD LINK | I-9 paperwork fine violations: Increased from $281 to $2,789 per

I-9 form

Do You have a W8-BEN-E or W8-BEN Form Certificate of Entities Status of Beneficial Owner for United States Tax Withholding and Reporting (Entities) NOT Applicable to US Citizens

Yes

Beginning on January 1, 2024, companies registered with the Secretary of State in the United States will be required report information about their beneficial owners, i.e., the individuals who ultimately own or control the company, to FinCEN. FinCEN is a bureau of the U.S. Department of the Treasury

Beneficial Ownership Information

You will need IRS form W8-BEN-E or W8-BEN

Please upload documentation to

| UPLOAD LINK |

Have you reviewed the DOL Occupational Safety and Health Administration (OSHA) Standards and posted the necessary posters in your workplace?*

Yes

DOL Occupational Safety and Health Administration (OSHA) Standards and posted the necessary posters in your workplace?

https://www.dol.gov/general/topics/posters

What are your Subcontractors required pay frequencies? *

(Total Working hours a year 2080)

Monthly (12p=173.33 hrs),

Semimonthly (24p=86.67 hrs),

Biweekly (26p=80 hrs)

Weekly (52p=40 hrs) or

Daily (260p=2080)

and what day of the week are ACH or checks issued?

What is the expected total hours your subcontractor will contribute to the project? *

DOL Wage and Hour Division

Does you Subcontractor have a Transaction Privilege Tax License?

Yes

Please upload Certificate of Registration

| UPLOAD LINK |

Does your Subcontractor have a current Business License or Registration?

Yes

Please upload documentation

| UPLOAD LINK |

Does your Subcontractor have the Required Licensing for their Trade?

Yes

Guide: General Contractor License Requirements in Every State | NEXT

Please upload documentation

| UPLOAD LINK |

Is your Subcontractor Bonded?

Yes

Please upload the Bond Certificate | UPLOAD LINK |

Does your Subcontractor have workman's compensation insurance? (Mandatory)

Yes

Please upload Certificate of Insurance.

| UPLOAD LINK |

Does your Subcontractor have General Liability Insurance? (Mandatory)

Yes

Please upload a Certificate of Insurance

| UPLOAD LINK |

Do you have the Subcontractors completed the W9?

Yes

Form W9 is required for all of your 1099 Contractors

Please upload documentation

| UPLOAD LINK |

Do you have a direct deposit authorization form from your 1099 Subcontractors filled out, signed, and dated and a voided check from their bank account (not a deposit slip) *if applicable?

Yes

direct deposit authorization

Please upload documentation

| UPLOAD LINK |

Have you reviewed the Contracting Guidelines in the State where your project is located?*

Yes

AZ Guidelines

Do you have a chat or office staff, specific contact in your company? Please add their name and email address.*

Do you have any special requests or requirements?*

When would you like us to call you? Arizona (MST)

Month

Day

Year

Time

:HoursMinutes

Or Schedule on Your Time on My Calendar

I scheduled a date and time on your calendar

You call me on the date and time I selected above

Contact | Bookkeeping Business Online

Signature*

Drawing mode selected. Drawing requires a mouse or touchpad. For keyboard accessibility, select Type or Upload.

Please sign before submitting

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