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Subcontractor Onboarding

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 with your subcontractor's name, phone number and email address.

Today's Date and Time
:
Do you have a Business License
Yes
No
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
No
Have you reviewed the IRS Construction Industry Audit Techniques Guide (ATG)
Have you reviewed the Know Before you Hire information?
Do you have an EIN, TIN or Social Security Number for the Subcontractor?
Subcontractor: Business Entity Type
Subcontractor: What construction trade does your Subcontractor specialized in?
Do you have a signed Subcontractor Agreement?
Yes
No
Have you determined that your agreement meets the requirements of a 1099 subcontractor?
Does the Subcontractor employee Family Members?
Have you reviewed the DOL State Labor Laws as they apply to your Employees and Subcontractors?
Yes
No
Have you confirmed that your Subcontractors are not a Statutory Employee?
Are you required to follow the provisions of Prevailing Wage or the Davis Beacon Act
Yes
No
Are any of your Subcontractors in the USA on Visas?
Yes
No
Do you have your completed I-9 for your Subcontractors?
Have you reviewed the DOL Occupational Safety and Health Administration (OSHA) Standards and posted the necessary posters in your workplace?
Does you Subcontractor have a Transaction Privilege Tax License?
Yes
No
Does your Subcontractor have a current Business License or Registration?
Yes
No
Does your Subcontractor have the Required Licensing for their Trade?
Is your Subcontractor Bonded?
Yes
No
Does your Subcontractor have workman's compensation insurance? *Mandatory
Yes
No
Does your Subcontractor have General Liability Insurance? *Mandatory*
Yes
No
Do you have the Subcontractors completed the W9?
Yes
No
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
No
Have you reviewed the Contracting Guidelines in the State where your project is located?
When would you like us to call you? Arizona (MST)
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