For contractors with employees, subcontractors, and audit paperwork to organize
The workers' comp audit prep kit built for construction companies
Use the Construction Kit to gather records, reconcile payroll, track subcontractor proof, and hand over a cleaner audit packet.
- Built for contractors with employees, subs, and messy records
- Know what is missing before the auditor asks
- Workbook, COI tracker, packet index, guides, and templates in one download
What this kit helps you do
- Gather the right records in the right order
- Reconcile payroll, tax forms, and supporting records
- Track subcontractor payments and missing or expired COIs
- Separate owner/officer payroll details for easier review
- Assemble a clean packet the auditor can follow
- Review the final audit result and log clarifications
What is in the download
The Construction Kit is the full downloadable system: workbook, guides, packet structure, and communication templates.
Master workbook (.xlsx)
The main working file with Start Here, checklist, payroll reconciliation, COI tracking, packet index, and audit review tabs.
Quick Start PDF
A short usage-order guide so you can move from intake to packet assembly without guesswork.
Document checklist PDF
A printable list of the records and support items commonly requested during the audit process.
Audit prep guide PDF
The longer reference guide for payroll reconciliation, owner/officer support, subcontractors, COIs, and packet assembly.
Call script + templates PDF
Call-prep prompts and copy-ready email language for record requests, COI follow-up, and clarifications.
Editable email templates DOCX
Word-format versions of the request and clarification emails so you can customize and send quickly.
Review + dispute guide PDF
A worksheet-driven walkthrough for comparing your prep numbers to the final audit result and logging follow-up.
Packet folder template ZIP
A ready-made folder tree for organizing policy info, payroll reports, tax forms, subcontractor proof, and follow-up items.
Sample screenshots PDF
Reference visuals that show what a filled-in workbook and packet structure can look like with fictional data.
Inside the workbook
Start and gather
- Start Here
- Audit Checklist
- Auditor Packet Index
- Next-Year Setup
Reconcile and explain
- Payroll Reconciliation
- 941 - W-2 - 1099 Crosswalk
- Owner - Officer Payroll
- GL - Cash Receipts - Other Pay
Construction-heavy support
- Subcontractor Payments + COIs
- Job Duties / Class Code Support
- Owner/officer and role-support notes
Review and follow up
- Audit Results Review
- Dispute - Clarification Log
- Packet-ready notes for questions and support files
See what you are getting
These previews use the same fictional-data screenshots that ship inside the paid bundle.
Workbook overview
A full-tab view showing the usage order from Start Here through next-year setup.
Payroll reconciliation sample
A worked example that crosswalks payroll reports against 941s, W-2s, and supporting notes.
COI tracker sample
A subcontractor payment view that highlights missing proof, expired certificates, and follow-up items.
Packet index sample
A clean section-by-section packet outline that maps support files back to the workbook.
Who this kit is best for
Best fit
- Specialty trade contractors
- Small GCs and remodelers
- Roofing, HVAC, plumbing, electrical, landscaping, concrete, and janitorial field-labor businesses
- Companies using subcontractors or 1099 labor
- Owners, office managers, and bookkeepers who need a repeatable workflow
Choose a different route if
- You mainly need a lighter office or service-business workflow — start with SMB Edition
- You want saved projects, uploads, and exports under one account — add Audit Packet Builder
- You need legal or state-specific compliance advice
- You want a payroll platform, broker service, or carrier integration
What it helps with — and what stays outside scope
What it helps with
- Gathering records in a calmer order
- Reconciling payroll and tax records before the audit review
- Tracking subcontractor payments and COI proof
- Separating owner/officer payroll support
- Building a packet the auditor can review more easily
What it does not do
- Provide legal, tax, or binding classification advice
- Replace your payroll system or accounting system
- Replace your broker, accountant, or attorney
- Guarantee an audit outcome or specific premium result
Delivery, updates, and support
One-time download with immediate access after checkout, later re-downloads by email, and straightforward product support.
Purchase model
$299 one-time purchase for the downloadable bundle.
Delivered through the thank-you page right after checkout, with account re-downloads available later by email.
Delivery path
- Checkout opens a thank-you page with immediate download access
- A follow-up email sends your account link for later re-downloads
- If revised kit files are issued later, they use the same purchase delivery path
Support scope
Support covers access, downloads, workbook use, app workflow questions, and basic troubleshooting.
It does not include individualized audit consulting, legal review, or binding classification advice.
Frequently asked questions
Is this legal or class-code advice?
No. It helps you gather records, reconcile payroll, and hand over a cleaner file. It does not provide legal, tax, or binding classification advice.
Does this work in Google Sheets?
The workbook is Excel-first, but it is designed to remain reasonably usable in Google Sheets after import.
Can I use this if my audit is already happening?
Yes. It is still useful during an active audit, especially for organizing backup and clarifications.
Is the app included?
No. Audit Packet Builder is a separate annual product layered on top of the workbook-based workflow.
Do you offer audit consulting?
No. Support covers access, downloads, workbook use, app workflow questions, and basic troubleshooting. It does not include individualized audit consulting, legal review, or binding classification advice.
Get the construction workflow before the next follow-up lands
Use the Construction Kit when the audit file is construction-heavy and you need the workbook, COI tracker, packet index, and review tools in one download.