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Virtual assistant forms pdf 2026

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The document is a Retainer Agreement for Virtual Assistant Services between a Service Provider and a Client. It outlines the terms of service, payment structure, client responsibilities, communication protocols, project completion timelines, and liability clauses. The agreement specifies that services are administrative in nature, excludes certain services like web design, and establishes a monthly retainer fee with conditions for additional work and expenses. It also includes provisions for termination, governing law, arbitration of disputes, and the entire agreement clause.

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Click ‘Get Form’ to open the virtual assistant forms PDF in the editor.
Begin by entering the date of the agreement in the designated field at the top of the form.
Fill in the names and addresses of both the Service Provider and Client in their respective sections, ensuring all information is accurate.
In the 'Services' section, specify the virtual assistant services being retained. Be clear about what is included and excluded.
Complete the payment details by entering the monthly retainer amount and hours per month in the payment section.
Review additional work terms and client responsibilities, ensuring you understand your obligations as outlined.
Finally, sign and date at the bottom of the form. Ensure both parties have signed before finalizing.

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Got questions?

We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

Do you need an LLC to be a virtual assistant?

Most virtual assistants stick with being a sole proprietorship, but an LLC can help protect your personal assets if anything goes wrong. It can also be useful if you ever want to expand your business or hire additional staff.

How to create a contract for a virtual assistant?

How to make a contract for a virtual assistant? To create a virtual assistant contract, start by defining the scope of work, payment terms, and deadlines. Include confidentiality and non-disclosure clauses, specify working hours, and outline procedures for termination.

How much should I charge to be a virtual assistant?

you can easily charge $3050 per hour. If you have specialized skills (web design, SEO, building landing pages, social media strategy, Infusionsoft, etc.) your virtual assistant rates should be no lower than $50 per hour. You can go up from there as needed.

How do virtual assistants accept payments?

Paying for virtual assistants through PayPal is one of the best ways to pay virtual assistants. Its a widely recognized payment platform accepted by almost all businesses globally, making it a great option for paying virtual assistants.

Is a virtual assistant a 1099 or w2?

Before we get into specifics, its important to note that you are legally required to report all income on your taxes. A tax form called a 1099 is used when a business-owner pays another business (a Virtual Assistant, for example) for services totaling more than $600 in a calendar year.

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How can I make my own virtual assistant?

The development of a virtual assistant is a multi-step process. Write user stories. To begin with, you must write down the user stories. Choose a programming language. Next, you should freeze the scope of your project and choose a programming language. Narrow down on APIs. Start development.

Do you need a license to be a virtual assistant?

In general, most states do not require virtual assistants to have a business license. However, there are a few exceptions. For example, California requires all businesses, including virtual assistants, to obtain a business license from the city where you live.