How it works
A calmer workflow for a messy workers' comp audit prep process
Workers Comp Audit Prep is built around a simple order: gather records, reconcile the numbers, track missing proof, build the packet, and review the result.
The five-step workflow
Start with the checklist so you know what to request from payroll, bookkeeping, owners, and subcontractors.
Crosswalk payroll reports against 941s, W-2s, 1099s, and supporting records so differences are easier to explain.
See which vendors have proof on file, which certificates are expired, and which follow-ups are still missing.
Use the packet index and folder structure to organize the final file set in a way the auditor can follow.
Compare your prep numbers to the final audit result and log any clarifications or open questions.
What happens at each step
1. Gather the records
Start with policy details, payroll summaries, 941s, W-2s, 1099 support, subcontractor records, COIs, owner/officer details, and any ledger records that may need explanation.
2. Reconcile the numbers
Move from raw records into a workbook view so totals, policy-period timing, and mismatches are easier to explain before the audit review.
3. Track subcontractor proof
For construction-heavy cases, keep vendor payments and certificates of insurance together instead of letting them live in scattered folders and email threads.
4. Build the packet
Use the packet index and folder template so your support files are easier to review and follow.
5. Review the result
If the final result needs clarification, use the review worksheet and log to tie questions back to the workbook and support files.
Where each offer fits
Free Checklist
Best first step if you want to understand the document scope before buying.
Download the checklist →Construction Kit
Best fit if you need the full workbook, COI tracker, packet index, and review workflow now.
See the Construction Kit →Audit Packet Builder
Best fit if you want uploads, prefill, missing-item flags, and export on top of the workbook-led process.
See the app layer →Useful next reads
Start with the workflow that matches your urgency
Use the free checklist if you need the document scope first. Use the Construction Kit if you need the full packet-building system now.