Workstream has partnered with WOTC so you can collect your new employee information through the New Hire Tax Credit Survey form. The data gathered will be pushed over to WOTC automatically to determine if your new hire is eligible for the tax credit.

Briefly, the Work Opportunity Tax Credit (WOTC) is a federal tax credit available to employers, rewarding them for every new hire who meets eligibility requirements. You can apply for the Work Opportunity Tax Credit (Form 8850) for a new employee, and earn possible tax credits and refunds based on employee eligibility.

To integrate WOTC into your hiring process, take the steps below.

STEP 1: From your Workstream dashboard, go to Company.

STEP 2: Under Company Settings, select Integration.

STEP 3: Scroll down to select WOTC.

STEP 4: Choose Connect account.

STEP 5: Choose from any of the two ways to set up WOTC integration with Workstream.

a. If you don't have a WOTC account yet, select Create new account then Next. Fill in the Account Information details and specify your company's primary EIN under Tax Entity Information. All the listed tax entities to your Workstream account will be registered to your new account. Review the information, then Confirm.

b. If you already have a WOTC account, select Connect existing account then Next. Log in to your WOTC account to copy your access token. You can follow the instructions here for details on how to create and retrieve your access token. Once done, go back to Workstream and paste the token on the field provided, then Submit.

STEP 6: Review the tax entities that will be eligible to use for WOTC. Please specify which tax entity should be used for the particular WOTC onboarding. Confirm.

NOTE: Checking the boxes and clicking "Confirm" will sync Tax Entity information between Workstream and Unchecking a box will disassociate a Tax Entity from and will not be eligible to initiate the WOTC process in Onboarding unless resynced.

STEP 7: A confirmation to inform you that the account is successfully connected will pop up on your screen.

Now you are ready to add WOTC to your onboarding process. To proceed, take the steps below.

STEP 1: From your Workstream dashboard, go to Onboarding.

STEP 2: Select Processes located on the right panel.

STEP 3: Choose Create new process.

NOTE: If you want to add it to an existing process, simply select a process, then choose Add module. Proceed to step 5 of this article.

STEP 4: Enter your process name, then Continue.

STEP 5: Under Financial forms, select WOTC as your module. Choose Continue, then Save.

STEP 6: You can choose to review the Basic Information module or select Skip this task. For more information on this module, click here. If you are done reviewing, select Continue, then Save.

Below is an example of the form to fill in. Kindly note that this is a standard form from WOTC and is currently uneditable.

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