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Home
About us
Our services
Limited Company Contractors
>
IR35 Contract & Commercial Terms Reviews
Direct Redrafting
>
Direct Redrafting - Order Now
>
Direct Redrafting - Pay Now
Dispute Resolution
HM Revenue & Customs Representation
Agencies & Employment Businesses
>
Commercial Terms & Regulations Compliance Advice
Dispute Resolution
Recruitment Consultants
>
Helpline & Advice
Umbrella Employment Companies
>
Advice & Contracts
Umbrella Company Employees
>
Advice & Representation
Contract Templates
>
Client & Contractor Terms of Business – Outside IR35
>
Client & Contractor Terms of Business – Outside IR35 - Order Now
>
Client & Contractor Terms of Business – Outside IR35 - Pay Now
Accountants
>
Outsourced IR35 Advice
Managed Service Companies Risk Assessment
Advice with Employer Compliance Reviews
Individuals
>
Legal Help & Advice
IR35 Limited Company Contractor Contract
>
IR35 Limited Company Contractor Contract - Order Now
>
IR35 Limited Company Contractor Contract - Pay Now
Umbrella Contract of Employment
>
Umbrella Contract of Employment - Order Now
>
Umbrella Contract of Employment - Pay Now
Software Agreements
Shareholder Agreement
Contracts for Businesses
Prospects Review
>
Prospects Review - Order Now
Onsite Training
IR35 contract reviews
Same Evening
>
Same Evening - Order Now
>
Same Evening - Pay Now
24 Hours
>
24 Hours - Order Now
>
24 Hours - Pay Now
Discount
>
Discount - Order Now
>
Discount - Pay Now
Combined
>
Combined - Order Now
>
Combined - Pay Now
Questionnaire
human resources
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*
Indicates required field
Name of limited liability contractor:
*
Name of Agency (if applicable):
*
Nature of services and project title:
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Your name:
*
Name of Client and nature of their business:
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Enter a summary of the main project deliverables or job description:
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n.b. this is very important so please provide as much detail as possible.
Is the work you are / will be doing similar to work undertaken by the Client’s employees?
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Does the work involve managing the Client’s staff, liaising with or organising a project team?
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Start date:
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Anticipated end date:
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Likely overall duration including possible extensions:
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Ideally, the length of the contract should be tied to completion of the Services and the duration should be a realistic estimate of the effort needed to complete the work. Some projects, for example, aviation and defence, may last for many years and it is sensible to divide the work into specific phases.
If performance of the Services is interrupted for any reason would you expect to be paid?
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Yes
No
for example, failure of the Client’s systems, short term sickness or bad weather
Will you be paid for any hours in excess of the hours of work provided on the contract?
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Yes
No
Will you be able to recover travel expenses to and from the Client’s site?
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Yes
No
If you or the Client gives notice to terminate the engagement prematurely would you expect to be paid during the period of notice irrespective of whether or not you provide the Services?
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Yes
No
Does your work involve providing cover for a Client's employee or is otherwise part of the Client's business as usual?
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Yes
No
Do you expect the Client to allocate work during the course of the engagement?
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Yes
No
Control
Method and manner of work : Which of these statements is correct?
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You have reasonable discretion to determine the method and manner of carrying out the work subject to any pre-agreed project specifications and quality standards
You are / will be expected to comply with the Client’s directions and be subject to their control and supervision.
When the work is to be done: Which of these statements is correct?
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You can work the hours necessary, whether at your own premises or the Client’s, in order to get the work done on time and within budget.
Work a minimum number of hours per day.
Must work the same hours as the Client’s employees.
If hours of work are restricted is this due to security reasons (e.g. a secure government site)?
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Yes
No
Is there a maximum number of hours you can work per week?
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Yes
No
Location
Can you use your own premises to provide the Services?
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At your own discretion subject to the practical requirements of the work.
Subject to the Client’s verbal / written consent.
Under no circumstances – all work is to be done at the Client’s site.
If you cannot use your own premises is this because...
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Access to the Client’s site is regulated for security reasons (e.g. subject to national security).
For practical reasons, for example, you need to liaise with the project team in person on a daily basis.
The Client intends to direct where you work.
Whilst working at the Client’s premises are you required to follow a code of conduct in the same manner as its employees?
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Yes
No
Equipment
Whilst on the Client’s site can you use...
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Only your equipment.
Only the Client’s equipment, e.g. security checked computers.
Mainly the Client’s equipment and some of your own (e.g. paper, calculator, manuals).
When working at your own premises can you use your own equipment?
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Only your equipment.
Only the Client’s equipment, e.g. security checked computers.
Mainly the Client’s equipment and some of your own (e.g. paper, calculator, manuals).
Does the Client charge for use of its equipment?
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Yes
No
Is any restriction on the use of your own equipment due to security reasons, i.e. the Official Secrets Act 1989?
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Yes
No
Substitution and subcontracting
Which of these statements is correct? During the course of the contract you may use a substitute to provide the Services on your behalf...
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At any time at your own discretion
Only when providing the Services at your own premises
Subject to the Client’s consent which would normally given for a suitably skilled, qualified, experienced and security cleared substitute.
Under no circumstances.
Which of these statements is correct? During the course of the contract you may use helpers, i.e. subcontractors, to perform certain parts of the Services on your behalf...
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At any time at your own discretion.
Only when providing the Services at your own premises.
Subject to the Client’s consent which would normally given for a suitably skilled, qualified, experienced and security cleared subcontractor.
Under no circumstances.
If you can use a substitute or subcontractor would you be responsible for their work and for payment to them?
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Yes
No
Are you expected to provide details of your Professional Indemnity insurance policy?
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Yes
No
Would the client expect you to correct any defective work at your own expense?
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Yes
No
In undertaking this work is there any risk of making a loss other than correcting defective work?
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Yes
No
Are there any restrictions on you providing services to other clients concurrently?
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Yes
No
Regarding intellectual property, does the work involve transfer of (a) all intellectual property or (b) only the completed deliverable?
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(a)
(b)
Once the Services have been completed:
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Will you accept more work if the Client offers.
The Client will generally offer more work.
You will consider any offers made by the Client and / or look for work elsewhere.
Are you entitled to receive any employee type benefits whilst performing the Services for the Client?
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Yes
No
Would you be invited to the Client’s staff meetings and / or attend after work functions?
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Yes
No
Have you been / will you be issued with an identity card?
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Yes
No
If so, does the identity card differ from those issued to the Client’s employees?
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Yes
No
Please provide details of your contracting history in the last 12 months
Start/end
*
Agency
*
Client
*
Project
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Start/end
*
Agency
*
Client
*
Project
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Start/end
*
Agency
*
Client
*
Project
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About your business
The crucial question posed by the IR35 legislation is whether you are legitimately self-employed for the purpose of the particular engagement. In this regard, HM Revenue & Customs will examine whether your business bears the hallmarks of a legitimate business enterprise.
Please provide as much information as possible. If you have any difficulty please do not hesitate to contact us.
Do you have your own premises, for example, dedicated office space within your own home?
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Yes
No
If so, please list the equipment and an estimate of cost.
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Do you pay for your own training?
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Yes
No
If so, please list recent courses? (e.g. Prince II)
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Do you allocate time to develop your own products and services, for example, software?
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Yes
No
What other work do you undertake? (for example, computer repairs)
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Do you retain funds for future investment?
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Yes
No
Do you have a company bank account?
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Yes
No
Do you have letter headed notepaper?
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Yes
No
Do you have a company brochure and / or card?
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Yes
No
Have you produced a Company CV?
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Yes
No
Do you have a company website to promote your business?
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Yes
No
Do you have a listing in a trade publication or Yellow Pages?
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Yes
No
Are you a member of the IPSE or similar trade body?
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Yes
No
Are you a member of the Institute of Directors?
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Yes
No
Do you hold Professional Indemnity Insurance?
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Yes
No
Do you hold Public Liability Insurance?
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Yes
No
Do you hold Employers’ Liability Insurance?
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Yes
No
Have you registered with the Information Commissioner’s Office (Data Protection Act)?
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Yes
No
Do you have any employees / support staff?
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Yes
No
Do you have contracts of employment with your staff including the main director?
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Yes
No
Do you have a directors’ service agreement in place with each director?
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Yes
No
Do you have shareholders agreements in place?
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Yes
No
Do you hold Investors In People accreditation?
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Yes
No
Do you have a network of possible substitutes or subcontractors?
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Yes
No
Has your agency (if applicable) explained the Opt Out notice from the Conduct Regulations?
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Yes
No
Would you normally sign an Opt Out notice?
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Yes
No
I believe that the facts stated in this Questionnaire are true.
Signed
*
For and on behalf of:
*
Date
*
Submit Questionnaire