Creating an IR35 Booking
1. Send the freelancer a job brief
2. Clarify contract type
3. IR35 questions

4. Status Determination Statement (SDS)

Additional Questions
1. Editing an IR35 Booking


1. Send the freelancer a job brief


The first step is to create the job brief to your freelancer (this part, is the same as it's always been! But we've added a quick reminder below for you):

In Worksome, expand your Freelancers menu, and head to Manage Trusted Contacts:

Find the Trusted Contact you want to hire, and select the arrow next to their name. Select Hire:


Select Create New Brief:

Complete the Job Brief:
Here is where you add details about the job: description, rate, end date, location.

Note: For IR35, it is important to include scope of service - Details about the client, project, and delivery.

Once you've completed all relevant fields, select Create Hire:


2. Clarify contract type



After you've created the job brief, you'll move to step 2 of the IR35 process. This step consists of two questions to clarify the contract type. The contract type will determine whether you need to continue with the IR35 determination, or whether this job will be outside the scope of IR35.

Question 1: Statement of Work (SOW)

Note: Find our FAQ on Statements of Work here.

Question 2: PAYE

If the contract type is a fixed-term employment no further assessment is needed as this contract type is outside the scope of IR35.

If the contract type is a Personal Service Contractor (PSC) IR35 determination is required.

After you've answered the questions prompted to you, you will see in-platform if you need to continue with the IR35 determination, or whether this job will be outside the scope of IR35:

If a determination is needed, then you will be prompted to Continue with the IR35 process, as below:


3. IR35 questions



You'll now proceed to the IR35 determination questions. You'll see the initial questions are prefilled on your account, based on the default IR35 settings provided at a company level:


There will then be 10 questions that the hiring manager will need to review and provide answers to.


The first section consists of seven questions for the hiring manager, listed below:

This is followed by five questions for the contracted freelancer to answer. This will usually be completed by the freelancer in their own account already, and their answers will automatically reflect here for you. If the freelancer has not completed these questions, you will need to speak with your freelancer & answer on their behalf.


(Note: You will not be held accountable for these answers):

Finally, the last three questions are for the hiring manager to answer about this specific hire:


4. Status Determination Statement (SDS)


Now, all the required questions are answered, and you'll be able to Create and Approve the SDS, in your Conversation for the job:

You'll see the determination result on the SDS. You'll need to review & Confirm Acceptance of the SDS:

That's it!

The IR35 determination is done and the Status Determination Statement is ready for you and for your freelancer to download.

You'll then just confirm the usual Contract Details for the hire and Save Changes.
Your freelancer will receive their contract offer and SDS result, for them to review & accept.


Editing an IR35 Booking


If you've found that you may have answered a determination question incorrectly, you can re-do the determination.
Firstly, head to your Conversation for the job in Worksome.

Here, in your SDS menu, you can Remove the SDS.

Now select Review Answers:

This will allow you to now amend any incorrect IR35 answers for your hire. You can also edit the freelancer's answers, if they have advised you that any of their responses are incorrect or missing.

When you're ready, hit Save, and you can now Create and Approve SDS, with your new amendments:

You'll see the determination result, based on your new answers, which you'll need to confirm your acceptance of, as before.

That's it!

The IR35 determination is done and the Status Determination Statement is ready for you and for your freelancer to download.



If you have more questions about IR35, check out our dedicated FAQs:
Worksome's IR35 Guide for Employers

Or feel free to reach out on our live chat in the lower right corner. We're happy to help!

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