This short SaaS sales contractor evaluation form is meant as a beginning guide to determine if your part-time saas sales hire qualifies as a contractor. Refer to a tax attorney and the IRS definition and test to determine if a hire qualifies as an independent contractor (self-employed) or an employee.
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Independent contractor or employee? Questions to ask:
Contractor Evaluation Questions
When corresponding with third parties, will you identify yourself as a representative of the Company?
Yes [ ]
No [ ]
Should the need arise, are you free to hire or assign your own staff, at your own expense, to enable you to complete the project, without obtaining the Company's approval?[ ]
Yes [ ]
No [ ]
Will you be reimbursed by the Company for additional expenses not specified in the original agreement?[ ]
Yes [ ]
No [ ]
Will the Company be providing you with any of the following?
Desk / office space?
Yes [ ]
No [ ]
Telephone extension?
Yes [ ]
No [ ]
Company email address?
Yes [ ]
No [ ]
Computer / project equipment?
Yes [ ]
No [ ]
Company business cards?
Yes [ ]
No [ ]
Are you allowed to work for other companies during this project?
Yes [ ]
No [ ]
Do you have the required skills to perform the services, without training from the Company?
Yes [ ]
No [ ]
Can you or the Company terminate the contract, before the completion of the project, without incurring liability?
Yes [ ]
No [ ]
How many current clients have you performed services for as an independent business or an independent contractor within the past 12 months?
0 [ ]
1 [ ]
2 [ ]
3 or more [ ]
How will your payment be structured?
Hourly [ ]
By milestone or benchmark [ ]
Other [ ]
Will the Company require you to work a minimum number of hours per week?
Yes [ ]
No [ ]
Other than advising on the projects milestones or benchmarks, will the Company require regular reports on the project (either oral or written)?[ ]
Yes [ ]
No [ ]
Aside from goals/scope of work, will you also be provided with instructions on how to perform the services?[ ]
Yes [ ]
No [ ]
Can you set your own time and schedule to complete the project?[ ]
Yes [ ]
No [ ]
Have you worked for this Company as a W-2 employee within the last 24 months?[ ]
Yes [ ]
No [ ]
Can you work from a location of your choice?[ ]
Yes [ ]
No [ ]
Is there a possibility that you could lose money on this project based upon your failure to meet the objectives in the agreement?[ ]
Yes [ ]
No [ ]
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