Audit checklist
Start here if you want the core record list before you build the full audit file.
Learn more →Resources
Practical workers' comp audit-prep guides, checklists, and how-to pages
Start with the question you are trying to answer: what to gather, what auditors usually ask for, how to handle COIs, or how to clean up payroll and packet prep before follow-up starts.
Start with the most common audit-prep questions
Featured guides
Audit documents
See the main record groups and the supporting files that usually answer follow-up questions.
Learn more →What auditors ask for
Review the requests that come up most often so you can gather records in a cleaner order.
Learn more →Contractor audit prep
Use this when subcontractors, COIs, mixed duties, and owner/officer questions are part of the file.
Learn more →Subcontractor COIs
Organize vendor proof, expiration dates, and follow-up before missing COIs become the whole story.
Learn more →More specific problem pages
Browse by issue
1099 subcontractors
Keep vendor payments, proof, and notes tied together before the audit questions stack up.
Learn more →Owner / officer payroll
Document owner pay, role notes, and supporting records more clearly before review starts.
Learn more →General ledger records
See when ledger detail actually helps and how to keep it from overwhelming the packet.
Learn more →Payroll reconciliation
Compare payroll reports, 941s, W-2s, and supporting records before the auditor does.
Learn more →Class-code documentation
See what documentation helps when duties or operations need clearer explanation.
Learn more →Phone vs. field audit
Prepare differently depending on how records will be retrieved, shared, and reviewed.
Learn more →Multi-state payroll
Keep state-by-state payroll notes and support files organized before totals get confusing.
Learn more →Need a trade- or role-specific path?
By trade
Contractors
For the broad construction-heavy workflow with subcontractors, COIs, mixed roles, and owner/officer questions.
Learn more →HVAC contractors
For HVAC files mixing install, service, seasonal labor, and field-working owners.
Learn more →Landscaping contractors
For landscaping files shaped by seasonal crews, mixed duties, and changing subcontractor support.
Learn more →Roofing contractors
For roofing files where vendor proof and COI follow-up get expensive fast.
Learn more →By role
Bookkeepers
For the person reconciling payroll, tax forms, ledger detail, and supporting notes.
Learn more →Office managers
For the person collecting records, chasing COIs, and assembling the file.
Learn more →Owners
For the person who needs visibility into what is missing and what still needs follow-up.
Learn more →Want the printable list or the full workflow?
Use the free checklist for the document scope. Use the Construction Kit when you need the workbook, COI tracker, packet index, and review tools in one place.