Verifying Hire Completed Tax Credit Survey

Abstract

Work Opportunity Tax Credit (WOTC) is a federal tax credit provided to employers for promoting the hiring of individuals from certain groups who might face barriers to fair employment. This promotes workspace diversity.

Completing a WOTC tax credit survey is a US-only task that hires may be asked to complete (via the Onboard New Hire application).

When a hire completes the survey, the system automatically checks whether the employer can receive tax credits, and displays a message about the hire's eligibility.

With the Work Opportunity Tax Credit (WOTC) task, if documents need to be signed and uploaded, the new hire or the onboarding manager on the new hire's behalf, can upload documents. Note: It is one or the other; both the new hire and the onboarding manager cannot upload documents. Onboard configuration controls which user can upload documents.

1. Review the tax credit task.

2. If necessary, upload any documents needed to complete tax credit activities. Note: You can review additional forms applicable to gaining tax credits and complete the task and exit, back to the task list screen. If needed, you can add documents in the Review Additional Documents screen, using the Upload a New File feature. Document upload is optional, allowing you to proceed if there are no further documents to add.

3. Verify the status is Completed, and review the hire's eligibility message (WOTC check completion number and eligibility status).

4. All tax credit information is reportable and exportable as a part of custom reporting. To access custom reports, select the Report menu item in the navigation menu. Note: The Report menu item is only present if you are authorized to access standalone Onboard (and its reporting capabilities.