Capture Hiring Tax Credits with Confidence
Work Opportunity Tax Credit (WOTC) screening identifies eligible hires who may qualify your organization for federal tax credits tied to targeted hiring programs. Automated workflows help capture eligibility early, track documentation accurately, and support compliant credit submission.
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WHY IT’S BETTER
Manual WOTC processes often lead to missed credits and incomplete filings. Automated screening embeds eligibility identification into hiring workflows to capture opportunities early. Structured tracking supports accurate documentation and compliant submission.
Candidate responses are evaluated against WOTC eligibility criteria automatically. Eligible hires are flagged early during onboarding. This reduces missed opportunities caused by delayed screening.
Required forms are generated, tracked, and organized within the workflow. Filing deadlines are monitored to reduce submission risk. Documentation remains available for audits and reviews.
Automation replaces manual follow ups and spreadsheet tracking across hiring teams. HR and payroll save time while improving accuracy. Centralized workflows reduce coordination effort across locations.
Early and consistent screening reduces missed opportunities and incomplete filings. Centralized tracking supports higher capture rates over time. Documentation supports defensible credit claims.
A Structured WOTC Screening Workflow
Tax credit eligibility identified and tracked from hire to filing
Collect Candidate Responses
Candidates complete required WOTC eligibility questions during onboarding. Responses are captured securely and consistently.
Determine Credit Eligibility
Responses are evaluated against federal WOTC criteria. Potential eligibility is identified automatically.
Generate and Submit Forms
Required documentation is generated and prepared for submission. Filing status is tracked against deadlines.
Monitor Credit Status
Credit approvals and outcomes are monitored over time. Documentation remains available for review.
Tax Credit Optimization with Compliance for Good™
WOTC screening supports compliant tax credit identification while reducing administrative complexity.
Structured workflows help organizations capture incentives without disrupting hiring operations.
Trust & Compliance
Secure workflows documented processes and audit trails support compliant tax credit screening. Oversight aligns with federal requirements and record retention standards.
The Work Opportunity Tax Credit is a federal program that provides tax incentives to employers who hire individuals from eligible target groups. The credit is designed to encourage workforce participation while offsetting hiring costs. Eligibility must be documented and filed within required timelines.
Eligibility must be identified during onboarding or shortly after hire to meet strict filing deadlines. Early screening helps reduce missed credits. Centralized tracking supports timely submission.
Yes. WOTC requires specific forms and submission within defined timeframes. Accurate tracking is critical to secure credits and support audits. Automated workflows help reduce deadline risk.
Yes. Screening can integrate with onboarding to capture eligibility without disrupting hiring operations. Integration improves consistency and reduces missed opportunities. Centralized tracking supports filing steps.
HR, payroll, and compliance teams commonly manage WOTC programs. Automation reduces administrative burden across stakeholders. Centralized workflows improve accuracy and coordination.
Yes. WOTC screening scales across high volume hiring and multi location programs. Centralized workflows maintain consistent eligibility capture. Documentation supports audits and defensible filings.
Identify eligible candidates early and manage WOTC filings with confidence.
Maximize available credits while maintaining compliance.