IR35 Questionnaire | Bauer & Cottrell

Title*

Your Full Name*

Limited Company Name*

Date Limited Company Commenced Trading*

Current Home Address*

Street Address Address Line 2 Town Post code

Previous Address

(If at current address for less than 12 months)

Contact Number*

Email Address*

Your Occupation/Profession/Business Sector/Area of Expertise*

How long have you been contracting?*

Name and address of accountant*

About Your Business

Do you have a business premises or an equipped office?*

Yes, at home
Yes, rented/owned elsewhere
No

Please provide further details if necessary

What insurances does your business hold?*

Please select all that apply

Are you registered for VAT?*

Yes
No

How do you market / advertise your business?*

Please select all that apply

Please provide further details if necessary

Do you have other business streams and/or concurrent contracts?*

Yes
No

If yes, please provide details

Do you have employees?*

Yes
No

If yes, please provide details

Have you ever used subcontractors or substitutes?*

Yes
No

If yes, please provide details

Have you suffered any losses owing to bad debts etc?*

Yes
No

If yes, please provide details

Have you been subject to an HMRC investigation?*

Please select all that apply

Please provide further details if necessary

About Your Contract

Name of Agency (if applicable)

Name of Client*

The organisation who has engaged your services

What is the nature of the Client's business?*

Name of any other parties in the contractual chain*

e.g. any consultancies between you and the client, or the client’s customer (if this is where you will be working). If there are no other parties involved please state "none".

Start Date of contract*

If unknown please specify

End Date of contract*

If unknown please specify

Have you worked for the Client before in any capacity?*

Please select all that apply

If yes, please provide further details including dates and roles

Have you been engaged for the purposes of a specific project?*

Yes
No
Not sure

If yes, what is the nature of the project?

Please provide full details of the services you will be providing, including details of any key deliverables and/or milestones:*

Please attach any relevant job specifications or advertisements at the end of this form

Are you undertaking work that is normally carried out by the Client's employees?*

No
Yes
Not sure

Please provide further details if necessary

Will you be working within a team?*

Please provide further details if necessary

Will you be responsible for managing any of the Client’s employees?*

No
Project management only
Line management
Not sure

Please provide further details if necessary

Please provide details of any of your own equipment / facilities you will use in the provision of the services*

Do you expect the contract will be extended and if so what is the likely duration?*

Will you have autonomy over your working methods?*

Yes
No
Not sure

Please provide further details if necessary

Where will the work typically be undertaken?*

Fully remote at a location of your choosing
Mix of remote and Client and/or end customer premises
Client's premises
Client's end customer premises
Other

Please provide further details if necessary

When will the work be undertaken?*

Days/hours chosen by you
Days/hours agreed between you and the Client
Fixed days/hours specified in contract

Please provide further details if necessary

Name and role of the individual to whom you will be expected to report*

Further Information

Please give full details of any other information which might affect your status

Upload your documents

Please ensure that you upload all documents issued with your contract e.g. all schedules, assignment confirmation letters, codes of practice etc and include any Status Determination Statements / CESTs you have received from your client if applicable.

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Contract Review Status Questionnaire

Single Review Status Questionnaire

About Your Business

About Your Contract

Further Information

Copy of completed form available on request

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