Client IR35 Determination Portal

Please complete and submit the client questionnaire below and upload a copy of the contractor’s written contract. The worker will be provided with their business features questionnaire separately (https://www.bauerandcottrell.co.uk/464892947-2/).

The information will be reviewed by a consultant who will contact you as soon as possible if there are any queries or if any further information is required. We will also speak to the worker if authorised and necessary. On completion, a Status Determination Statement will be issued.

Please do not hesitate to contact us on 01525 406622 if you have any questions regarding the assessment process.

Please answer all questions as fully and as accurately as possible. Please note that any answer that is subsequently found to be incorrect may affect the opinion given on the IR35 status.

IR35 Determination – Client information

Full name of worker to which this assessment relates*
Name of Client organisation*
Full name and job title of individual completing this form*
Is the worker's intermediary engaged via an agency?*
- Yes
- No, direct contract
If yes, please specify agency name
Engagement Start Date*
Day
Month
Year
Engagement End Date (if known)
Day
Month
Year
Has the worker been engaged for the purposes of a specific project?*
- Yes
- No
If yes, what is the nature of the project?
Please provide some detail on the services the worker provides, including any defined deliverables:*
Please attach any relevant job specifications or advertisements at the end of this form
Full name and job title of the individual to whom the worker will report (if not the person completing this form)
Which party decides the location at which the work is done?*
- The worker
- The client (you)
- Agreed between worker and client
- The client’s customer
Which party decides the hours at / days on which the work is done?*
- The worker
- The client (you)
- Agreed between worker and client
- The client’s customer
Do you have the right to instruct the worker to do other work outside of what has been agreed and specified above?*
For example, move them to a different project or alter any agreed deliverables
- Yes
- No
Please provide further details if necessary
Do you have the right to instruct the worker in relation to their working methods?*
This pertains to the technical manner in which the work is done (rather than the outcomes) and does not include the requirement to comply with recognised industry standards, regulatory or statutory frameworks
- Yes
- No
If yes, please provide further details
Please provide details of any rules, policies or procedures governing your employees that also apply to the worker*
E.g. health & safety, data protection, any HR policies or procedures etc
Please provide details on how you keep track of the worker's progress, how frequent this is and whether the work is subject to monitoring or overview*
Please provide details of any of their own equipment / facilities the worker will use in the provision of the services*
E.g. laptop, software, tools etc
Does the worker have the right to send a suitably qualified substitute, for any reason, to perform their work during the engagement?*
By answering “yes”, you confirm that you would not reject a substitute with the required skills, qualifications and experience to perform the services and that the worker’s intermediary would be responsible for engaging and paying the substitute
- Yes
- No
Has substitution ever occurred?*
- Yes
- No
- N/A – engagement has not yet started
Does the worker have the right to engage helpers or assistants to perform elements of the services if they need to?*
- Yes
- No
Is there any obligation on either party to offer or accept further work beyond this engagement?*
- Yes
- No
Are you obliged to pay the worker if there is no work available during the period of the engagement, including during any notice period?*
- Yes
- No
Is the worker obligated to compensate you for any damage or loss caused by their negligence?*
- Yes
- No
Is the worker obligated to correct defective or sub-standard work in their own time and at their own expense?*
- Yes
- No
Do you place any restrictions on the worker working for other customers or clients during the course of the engagement?*
- Yes
- No
If yes, please provide further details
Is the worker entitled to any benefits that are available to your employees?*
E.g. performance bonuses, paid-for training, holiday/sick pay, overtime, memberships etc.
- Yes
- No
If yes, please provide further details
Does the worker work within a team?*
- No
- Yes, contractors / consultants only
- Yes, client employees only
- Yes, mix of contractors and employees
- Other
Please provide further details if necessary
Does the worker have specialist skills that do not otherwise exist within your organisation?*
- Yes
- No
Do you have any employees who carry out the same or a similar function to the worker?*
- Yes
- No
If yes, please provide further details
Is the worker responsible for managing any of your employees*
- No
- Project management only
- Line management
Please provide further details if necessary
If the worker is working / interacting with your customers, how do they represent themselves?*
- They work for their own business
- They are an independent contractor acting on your behalf
- They work for you
- Not applicable
What is the basis of payment?*
- Daily or hourly rate (time & materials)
- Fixed price paid on delivery
- Fixed monthly / yearly fee
- Commission based
- Other
Please provide further details if necessary
Do you expect the contract will be extended and if so what is the likely duration?*
Further Information
Please provide any further information which may be relevant to this assessment
Upload your supporting documents
This should include the worker’s written contract (or your contract with the agency if not direct) and any previously carried out status determinations or CESTs if applicable.
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Copy of completed form available on request

IR35 Determination – Client information

Further Information

The IR35 Compliance experts