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Create a file for each IC you hire. Keep these files separate from the personnel files you use for employees. Each file should contain:

  • the signed final IC agreement and copies of any interim drafts
  • the IRS W-9 form signed by the IC containing the IC’s taxpayer identification number
  • all the documentation provided by the IC, such as proof of insurance, business cards and stationery, copies of advertisements, professional licenses, copies of articles of incorporation
  • all the invoices the IC submits for billing purposes, and
  • copies of all 1099 forms you file reporting your payments to the IC. (See After the IC’s Services End.)

Keep your IC files for at least six years.