How to handle a workers' compensation audit

Question


Does 7shifts help with workers' compensation audit notices?

Answer


No. 7shifts and our payroll partner, Check Technologies, do not provide advisory services or manual support for workers' compensation audit reconciliations. You must manage the audit process and all communications directly with your insurance carrier.

Why This Happens


Workers' compensation audits are conducted by insurance providers to ensure premiums accurately reflect your actual payroll and employee classifications. While 7shifts Payroll functions as your system of record for wages and tax filings, it does not include audit representation or the manual compilation of audit workpapers

What To Do


To complete your audit, you must gather the required wage data and tax documents from your 7shifts account and submit them to your insurance carrier.

  1. Review the audit notice to identify the specific tax periods and employee data requested by the carrier.

  2. Download your payroll records by navigating to Payroll and selecting Reports.

  3. Use the 7shifts Payroll Summary or Journal Reports to gather detailed wage information for the audit period.

  4. Access copies of your filed tax documents by navigating to Payroll and selecting Tax Forms.

  5. Verify that your employees are categorized by the correct job roles to ensure your premium calculations are accurate.

  6. Submit the gathered reports and forms directly to your insurance carrier's audit portal or representative.

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