Independent Contractor vs Employee Analysis Form for Tax Purposes - Print Form - Signed by Individual or Business Owner

Sep 19, 2026

Upload by Violet

Independent contractor versus employee classification form for tax purposes, requiring the individual or business owner—not the department—to complete and sign. Collects personal and service-payment details, including address, SSN/ITIN, total contract amount, service dates, and payment amount. Requires descriptions of services and deliverables plus U.S. tax status selection. Includes a structured questionnaire assessing relationship, behavioral control, and financial control to support correct tax treatment.

LanguageEnglish

CategoryForms

FormatPDF

Pages2

Reading Time1 min

AccessFree to download

Relationship

Behavioral Control

Financial Control

Independent Contractor vs Employee Analysis Form for Tax Purposes Print Form **This form should be signed and completed by the individual or business owner, not the department.** | Name of Individual/Business | | Street Address | | | City, State , Zipcode | | | --- | --- | --- | --- | --- | --- | --- | | SSN or ITIN | Total Contract Amount | | Date(s) of Services | | | Amount of This Payment | | Explain in detail the nature of the service(s) provided (including deliverables and service results) | | | | US Tax Status:
U.S. Citizen
Resident Alien for Tax Purposes
Permanent Resident Alien (Green Card Holder)
Non-Resident Alien for Tax Purposes | | | • Relationship 1. Has the department completed the UNT System Contracted Workforce Form? If Yes please attach a copy. If No then do not fill out and submit this form until you have filled out and attached the UNT System Contracted Workforce Form. 2. Will there be a contract, or is there an existing contract, for the services provided? Yes / No If Yes please attach a copy. 3. Will the services be provided to the University on a continuing (e.g. frequent or long-term) basis? Yes / No If "Yes," explain the frequency, how long the services will be provided for, etc.: 4. Can the University discharge the individual or business for reasons other than non-performance of the contract? Yes / No 5. Can the individual or business terminate their relationship with the University without incurring liability for failure to complete a job? Yes / No 6. Does/will the individual providing the services receive any employee type benefits (e.g. medical/dental benefits, vacation/sick pay, retirement benefits, etc.) from the University? Yes / No If "Yes," explain: • Behavioral Control 7. Is the individual o r b u s i n e s s required to comply with instruction about when, where, and/or how the services are to be performed? Yes / No If "Yes," explain where, when, and how: _____________________________________ 8. Does/will the individual or the business receive training from the University as to how to perform the services? Yes / No 9. Does/will the University hire, supervise, and pay assistants to help the individual or business with providing the services? Yes / No 10. Does/will the University set the individual or business’s work schedule (e.g. the number of hours to be worked, when the work is to be performed, etc.)? Yes / No If "Yes," explain: __________________________________________________ 11. Does/will the University provide the tools, materials, and supplies necessary to complete the services (other than specialized equipment)? Yes / No 12. Does/will the University determine the order or sequence of the tasks to be completed by the individual or business? Yes / No • Financial Control 13. Is the payment for services to be paid on a flat fee basis? Yes / No If "Yes," explain how often payment is made (hourly, weekly, or other period of time) and any other pertinent details: ___________________________________ 14. Is the payment for services to be paid on a lump sum basis? Yes / No If "Yes," explain how often payment is made (hourly, weekly, etc.) and any other pertinent details: _________________________________________________ 15. Is the individual or business free to seek out and provide services to other entities (e.g. not the University) at the same time they provide the services to the University? Yes / No 16. Has the individual or business invested in University facilities or equipment in order to perform the service(s) (e.g. have they invested something other than time; money is an example of possible investment)? Yes / No 17. Can the individual or business incur an economic loss if they do not perform the services at all or if do not fully perform the services (e.g. a loss, other than the loss of payment for the services, to their business; employees generally do not incur profit or loss in this conte

FAQs

Who should complete and sign this form?

The individual or business owner must sign and complete the form; the department should not sign or fill it out.

What key information does the form request?

It collects identity and payment details (name, address, SSN or ITIN, total contract amount, service dates, and amount of this payment) and asks for a detailed explanation of services and deliverables.

Which areas does the questionnaire cover to evaluate the relationship?

It covers relationship questions and then evaluates behavioral control and financial control through multiple yes/no items.

Sep 19, 2026

Upload by Violet