For contractors with employees, subcontractors, and audit paperwork to organize
The workers' comp audit prep kit built for construction companies
Get the workbook, checklist, COI tracker, owner/officer worksheet, packet index, and audit review tools you need to prepare for a workers' comp premium audit.
- Built for contractors with employees, subs, and messy records
- Excel workbook plus PDFs, folder template, and editable email templates
- Focused on organization, reconciliation, and packet-building
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
Probably not for you if
- You need legal or state-specific compliance advice
- You want a payroll platform or broker service
- You need a definitive class-code recommendation engine
- You need carrier integrations on day one
What it helps with—and what it does not do
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
The Construction Kit is positioned as a one-time downloadable product with ongoing template updates during the included update window.
Purchase model
$299 one-time purchase for the downloadable bundle.
Includes 1 year of template and content updates for the kit files.
Delivery plan
- Checkout and delivery are being finalized through the launch flow
- Planned delivery includes a thank-you/download page and receipt email
- Re-download access is intended to remain available during the update window
Support scope
- Product support only
- Help with access, downloads, workbook usage, and basic troubleshooting
- No individualized audit consulting or legal/classification advice
Frequently asked questions
No. This is an audit-prep system for organization, reconciliation, and packet-building.
The workbook is Excel-first, but it is designed to remain reasonably usable in Google Sheets after import.
Yes. It is still useful during an active audit, especially for organizing backup and clarifications.
No. Audit Packet Builder is a separate annual product layered on top of the workbook-based workflow.
No. Support is limited to product support.
Get the construction workflow before the next follow-up lands
Use the Construction Workers' Comp Audit Prep Kit if you need the full workbook, COI tracker, packet index, and audit review flow now.