CRA CPP/EI Rulings Request Form - Worker Classification

CRA CPP/EI Rulings Request Form - Worker Classification

Navigating worker classification in Canada can be complex. Whether you're a small business owner hiring your first contractor, an HR manager scaling your team, or an accounting firm managing multiple clients, understanding the distinction between employees and independent contractors is critical for CPP (Canada Pension Plan) and EI (Employment Insurance) compliance.

This CRA CPP/EI Rulings Request Form helps Canadian businesses and organizations prepare comprehensive ruling requests to the Canada Revenue Agency. By collecting all necessary information about the working relationship, control factors, ownership of tools, and financial arrangements, this template ensures you provide CRA with everything needed to make an informed classification decision.

Why Use Paperform for CRA Ruling Requests?

Paperform makes it easy to gather complex employment information in a clear, organized format. The conditional logic adapts questions based on your specific situation, ensuring you only answer relevant questions. The professional, branded form experience gives your clients or internal teams confidence in your processes.

Once you've collected the ruling request information, you can use Papersign (papersign.com) to obtain required signatures from both parties on acknowledgment forms or engagement agreements. Then, connect to Stepper (stepper.io) to automate your workflow—route the completed information to your accounting team, generate summary documents, update your HR system, or set reminders to follow up on ruling status.

Whether you're in professional services, consulting, staffing, or any industry that engages independent contractors, this template provides a reliable, compliant way to document working relationships and request official CRA rulings. Trusted by Canadian businesses nationwide, Paperform helps you maintain proper records while staying SOC 2 Type II compliant and ready for audit.