{"product_id":"independent-contractor-classification-and-risk-kit","title":"Independent Contractor Classification and Risk Kit","description":"\u003cp\u003eThe 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.\u003c\/p\u003e\u003ch3\u003eSix files from the first question to a signed agreement\u003c\/h3\u003e\u003cp\u003eA 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.\u003c\/p\u003e\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eStart Here.\u003c\/strong\u003e 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.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eClassification Decision Guide.\u003c\/strong\u003e 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.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eClassification and Cost Workbook.\u003c\/strong\u003e 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.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eIC Agreement and SOW Templates.\u003c\/strong\u003e 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.\u003c\/li\u003e\n\u003c\/ul\u003e\u003ch3\u003eThe method in the order a classification review runs\u003c\/h3\u003e\u003cp\u003eRead the tests, score the worker, price the choice, then paper it. The order protects you because the paper cannot fix a wrong call.\u003c\/p\u003e\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eUnderstand the three tests.\u003c\/strong\u003e 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.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eScore the worker.\u003c\/strong\u003e 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.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003ePrice both routes.\u003c\/strong\u003e The 1099-versus-W2 comparison prices the engagement both ways, so the decision is made on real numbers rather than an assumed saving.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003ePaper the engagement.\u003c\/strong\u003e 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.\u003c\/li\u003e\n\u003c\/ul\u003e\u003ch3\u003eBuilt for the test, honest about the label\u003c\/h3\u003e\u003cp\u003eA contract calling someone a contractor decides nothing; the tests look at the working relationship. The kit is built around that uncomfortable fact.\u003c\/p\u003e\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eThe federal status, dated.\u003c\/strong\u003e The 2024 rule still governing private litigation, the 2025 non-enforcement bulletin, and the 2026 proposed rule that is not final ship as dated facts, with a check-current-status banner.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eNever a legal determination.\u003c\/strong\u003e The risk read is a structured screen with its reasoning visible. It routes close calls to counsel instead of pretending to settle them.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eState law on the surface.\u003c\/strong\u003e The ABC test and the stricter states get their own section, because passing the federal test while failing California is how the penalty arrives.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eDocumentation by design.\u003c\/strong\u003e The questionnaire per worker is the record that shows the review happened, which matters exactly when someone later disagrees.\u003c\/li\u003e\n\u003c\/ul\u003e\u003ch3\u003eWho it is built for and where to go if that is not you\u003c\/h3\u003e\u003cp\u003e\u003cstrong\u003eBuilt for\u003c\/strong\u003e\u003c\/p\u003e\u003cul\u003e\n\u003cli\u003eAn operator or HR lead engaging contractors and wanting the review documented before someone else asks for it.\u003c\/li\u003e\n\u003cli\u003eA finance partner pricing 1099 versus W2 on real burden numbers rather than an assumed saving.\u003c\/li\u003e\n\u003cli\u003eA consultant or fractional HR lead standing up classification hygiene for a client.\u003c\/li\u003e\n\u003c\/ul\u003e\u003cp\u003e\u003cstrong\u003eIf you are looking for\u003c\/strong\u003e\u003c\/p\u003e\u003cul\u003e\n\u003cli\u003eAgency-supplied workers and their terms. The Staffing Agency Management Kit covers the agency relationship.\u003c\/li\u003e\n\u003cli\u003eThe cost side of the program. The Contingent Labor Cost and Conversion Workbook models agency versus payroll.\u003c\/li\u003e\n\u003c\/ul\u003e\u003ch3\u003eBefore you buy\u003c\/h3\u003e\u003cp\u003e\u003cstrong\u003eIs the questionnaire a legal determination?\u003c\/strong\u003e\u003c\/p\u003e\u003cp\u003eNo. It is a structured screen that asks the factual questions the tests ask and produces a low, review, or high risk read with the reasoning visible. Close calls route to qualified employment counsel, and the kit says so on every file.\u003c\/p\u003e\u003cp\u003e\u003cstrong\u003eWhich classification test applies to me?\u003c\/strong\u003e\u003c\/p\u003e\u003cp\u003ePotentially all three, independently: the DOL economic-reality test for federal wage law, the IRS common-law test for employment tax, and a state test such as the California ABC test where one applies. Passing one test does not pass the others, which is exactly why the guide walks all three.\u003c\/p\u003e\u003cp\u003e\u003cstrong\u003eIs the federal rule not changing right now?\u003c\/strong\u003e\u003c\/p\u003e\u003cp\u003eThe status is layered, and the guide dates each layer: the 2024 rule remains on the books and governs private litigation, a 2025 bulletin says the DOL is not applying it in its own enforcement, and a 2026 proposed rule that would rescind it was not final as of the last review date. The guide ships with a check-current-status banner for exactly this reason.\u003c\/p\u003e\u003cp\u003e\u003cstrong\u003eAre the agreements ready to sign?\u003c\/strong\u003e\u003c\/p\u003e\u003cp\u003eThey are complete, editable templates with the classification language and a counsel-review instruction. Have counsel adapt them to your state and situation before signing; the kit marks the clauses that most need that review.\u003c\/p\u003e\u003cp\u003e\u003cstrong\u003eIs it a subscription?\u003c\/strong\u003e\u003c\/p\u003e\u003cp\u003eNo. One-time purchase, no recurring fee. You keep the files.\u003c\/p\u003e\u003cp\u003e\u003cstrong\u003eWill it stay current as the rules change?\u003c\/strong\u003e\u003c\/p\u003e\u003cp\u003eEach file carries a last-reviewed date so you can see how current it is, every threshold and test is dated in the text, and meaningful updates are released as the rules change.\u003c\/p\u003e\u003cp\u003e\u003cstrong\u003eWhat is the refund policy?\u003c\/strong\u003e\u003c\/p\u003e\u003cp\u003eDigital products are covered by a 14-day money-back guarantee. See the refund policy for the full terms.\u003c\/p\u003e\u003cp\u003e\u003cstrong\u003eWhat happens after I buy?\u003c\/strong\u003e\u003c\/p\u003e\u003cp\u003eYour files are delivered as a digital download, and your receipt arrives by email. Open the Start Here page first; it tells you the order to work in. Questions or want a hand getting set up? Email support@truestephr.com.\u003c\/p\u003e\u003cp\u003e\u003cstrong\u003eCan I expense this purchase to my business?\u003c\/strong\u003e\u003c\/p\u003e\u003cp\u003eMost customers buy TrueStep HR tools for business use, and a tool you use for work often qualifies as a deductible business expense. Whether it does for you depends on your situation, so confirm with your accountant. Your receipt arrives by email at checkout and works as documentation.\u003c\/p\u003e\u003cp\u003eGeneral information, not legal advice. Have qualified employment counsel review any classification decision, agreement, or notice before you act on it.\u003c\/p\u003e\u003cp\u003e\u003cstrong\u003eHow the download works\u003c\/strong\u003e\u003c\/p\u003e\u003cp\u003eYour files arrive as a single ZIP download, best opened on a computer: save it, extract it (right-click and Extract All on Windows, double-click on a Mac), and open the Start Here file first. PDFs open in any reader, and the editable files work in Microsoft Word and Excel or their free equivalents, including LibreOffice and Google Docs and Sheets. No other software is needed. Step-by-step help for every device is at \u003ca href=\"https:\/\/truestephr.com\/pages\/download-help\"\u003etruestephr.com\/pages\/download-help\u003c\/a\u003e.\u003c\/p\u003e","brand":"TrueStep HR","offers":[{"title":"Default Title","offer_id":53002770022676,"sku":"TSHR-068","price":69.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/1013\/9048\/3732\/files\/TSHR-068-hero-v2.jpg?v=1784916953","url":"https:\/\/shop.truestephr.com\/products\/independent-contractor-classification-and-risk-kit","provider":"TrueStep HR","version":"1.0","type":"link"}