Sales

SaaS Sales Contractor Evaluation Form

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.

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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