Workers' Compensation Audit Preparation Tools

Prepare for a workers' compensation premium audit with downloadable tools that help organize payroll records, subcontractor certificates, outstanding document requests, and reviewer follow-ups.

Audit preparation resources for contractors

The CaseWorks Audit Preparation System includes a browser-based organizing desk, Excel workbook, PDF guides, and CSV starter templates. Designed for small contractors and administrative teams managing their audit documentation workflow.

Start with a free checklist

Read the premium audit preparation checklist, the subcontractor document checklist, or the audit document checklist to plan what to gather.

These resources support organization only and do not determine insurance coverage, payroll classifications, premiums, or legal compliance. Confirm audit requirements with your insurer, broker, accountant, or qualified adviser.