Purpose: This workpaper documents employment of family members for IRS compliance. Complete monthly to maintain contemporaneous records. Retain with tax records for 7 years minimum. This enhanced version includes automated compliance checks, tax savings calculations, and child labor law guidance.

Business Information

Parent's Tax Rate Information

Note: State tax rates are auto-populated with 2025 top marginal rates but can be manually adjusted. Combined rate is used for all tax savings calculations.

Tax Optimization Summary

$0
Total Wages Paid to Children
$0
Estimated Annual Tax Savings

Tax-Free Earnings Threshold 2025: $15,000 (Standard Deduction)

Strategy: Wages paid to children under 18 are FICA-exempt (if proper entity), reducing family's overall tax burden while building children's earned income history.

Market Rate Benchmarks for Common Roles (2025)

Job Type Age Range Typical Rate Range Notes
Office/Filing Tasks 10-13 $10-15/hr Simple, supervised tasks
Data Entry/Admin 14-15 $12-18/hr Basic computer skills
Social Media/Marketing 16-17 $15-25/hr Requires skill/creativity
Website Maintenance 16-18 $20-35/hr Technical skills required
Bookkeeping/Accounting 17-18 $18-30/hr Training/supervision needed

Child #1 - Employment Documentation

Employee Information

Monthly Work Summary

Month Hours Worked Tasks/Projects Completed Hourly Rate Gross Wages Payment Date Paid? Samples? Timesheet?
January
February
March
April
May
June
July
August
September
October
November
December
ANNUAL TOTAL

Automated Compliance Checks

Required Documentation Checklist

Child #2 - Employment Documentation

Employee Information

Monthly Work Summary

Month Hours Worked Tasks/Projects Completed Hourly Rate Gross Wages Payment Date Paid? Samples? Timesheet?
January
February
March
April
May
June
July
August
September
October
November
December
ANNUAL TOTAL

Automated Compliance Checks

Required Documentation Checklist

Annual Summary & Compliance Review

Child Name Total Hours Total Wages Paid Under 18? FICA Exempt? W-2 Issued?
TOTAL ALL CHILDREN

Tax Savings Analysis

Tax Benefit Calculation Estimated Savings
Business Deduction Total wages × parent's marginal rate $0
FICA Exemption (if applicable) Wages to U18 children × 15.3% $0
Children's Tax-Free Income Wages up to $15,000 std. ded. $0
TOTAL ESTIMATED SAVINGS $0
Reasonableness Check:

Total wages paid should be proportionate to:

  • Business gross income (generally no more than 15-20% of revenues)
  • Children's ages and capabilities
  • Market rates for comparable work
  • Realistic hours given school schedules

Current Ratio: N/A

Federal Child Labor Law (FLSA) Compliance Summary

Age Group Maximum Hours Time Restrictions Prohibited Occupations
Under 14 Limited hours Very limited - mostly prohibited except family businesses Most occupations
14-15 Years School days: 3hrs/day, 18hrs/wk
Non-school: 8hrs/day, 40hrs/wk
7am-7pm (9pm summer) Manufacturing, hazardous work, operating machinery
16-17 Years Unlimited (non-hazardous) No restrictions Hazardous occupations only
18+ Years No restrictions No restrictions None

Note: Children employed by their parents in non-hazardous occupations have exemptions from some FLSA restrictions. However, maintaining reasonable hours appropriate for the child's age is still critical for audit defense.

Overall Advisor Assessment

Certifications

Parent/Business Owner Certification

I certify that the information documented above is accurate and complete. The children listed performed actual work as described, were paid reasonable wages for services rendered, all work was documented contemporaneously, and employment complies with applicable child labor laws. I understand that false claims may result in penalties and legal consequences.

Tax Advisor Review

I have reviewed the employment documentation above and confirmed that: (1) wages appear reasonable for work performed, (2) required documentation is on file, (3) employment complies with IRS requirements and child labor laws, (4) FICA exemption status is correctly applied, and (5) this workpaper is complete and retained with client tax records.