Resources · Compliance Intelligence

A resource hub for audit-ready payments outside payroll.

Practical guides, templates, and calculators for finance, HR, and operations teams — written to be dropped into SOPs and shared internally.

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Your audit-ready starter kit.

The basics most teams need to reduce UI + 1099 friction: a W-9 workflow, a documentation checklist, and an audit packet structure.

New: Browse UI audit response playbooks by state (for record request checklists + response structure).
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UI audit response by state

State-specific checklists, steps, and response structure when you receive a UI audit.

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W-9 compliance, simplified

Collect a W-9 before you pay. It’s the foundation for accurate 1099s and cleaner audits.

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Audit-ready proof packets

Keep contracts, invoices, licenses, and COIs together. Export a packet fast when asked.

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Guides

Step-by-step explainers for staying compliant and audit ready without the jargon.

Templates

Downloadable checklists and email copy you can send to contractors or your team.

Calculators

Quick utilities to sanity-check thresholds and exposure with the data you already have.

Latest articles

Practical explainers to reduce UI + 1099 risk — designed to be shared with AP/HR.

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