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WOTC Screening Service for Employers

Employer tax credit screening and WOTC automation services
Automated WOTC Screening

WOTC Screening for Employers

WOTC Plus provides full-service WOTC processing for employers. We send secure SMS-delivered screening links to new hires and manage the WOTC workflow from screening to Form 8850 support, certification tracking, and reporting. New hires receive a convenient screening link by text message and can complete the WOTC screening form from their phone during the hiring or onboarding process.

What Is WOTC Screening?

WOTC screening is the process employers use to identify whether a new hire may qualify under the Work Opportunity Tax Credit program. The screening process usually includes a short WOTC questionnaire or survey that collects information related to potential eligibility. For many employers, the challenge is not knowing whether WOTC exists. The challenge is making sure screening happens consistently, early, and in a way that does not create extra work for HR, payroll, or hiring teams. WOTC Plus helps employers simplify this process with automated WOTC screening, organized documentation workflows, and fully managed WOTC service.

WOTC Turnover discussion
Automated WOTC Screening

How WOTC Screening Fits Into the IRS Process

WOTC screening is the employer-side process used to collect new-hire information that may help identify whether an employee belongs to a Work Opportunity Tax Credit targeted group.

According to IRS guidance, employers use Form 8850 to pre-screen and request certification from the appropriate State Workforce Agency. The U.S. Department of Labor also explains that employers must receive certification verifying that the new hire is a member of a targeted group before claiming the credit.

WOTC Plus manages the employer-side screening workflow with secure SMS-delivered screening links, WOTC questionnaire workflow, Form 8850 workflow support, certification tracking, and reporting.

Employers discussing about the WOTC Features

Why WOTC Screening Matters for Employers

Employers can miss potential Work Opportunity Tax Credit opportunities when screening is handled manually, inconsistently, or too late in the hiring process.
A strong WOTC screening process helps employers:
WOTC Plus is designed to make WOTC screening easier to manage across hiring workflows.

Why WOTC Screening Timing Matters

WOTC screening should happen early in the hiring or onboarding process. Employers need a workflow that collects new-hire information, organizes documentation, and tracks certification status before important deadlines are missed. A structured screening process helps employers avoid scattered paperwork, manual reminders, incomplete forms, and disconnected tracking. WOTC Plus provides full WOTC service such as form workflow, certification tracking, and reporting process organized.

How WOTC Plus Helps manages WOTC Screening

WOTC Plus combines secure SMS-delivered screening links with fully managed WOTC workflow support. New hires receive a convenient screening link by text message and can complete the WOTC screening form from their phone. WOTC Plus then manages the employer-side workflow, including Form 8850 support, certification tracking, documentation status, and reporting.

Invite New Hire

New hires receive a secure SMS-delivered screening link and can complete the WOTC questionnaire from their phone during the hiring or onboarding process.

Complete the WOTC Questionnaire

The applicant completes a mobile-friendly WOTC screening form designed to collect information for potential Work Opportunity Tax Credit review.

Organize the Workflow

WOTC Plus organizes screening information, supports the Form 8850 workflow, and manages documentation needed for certification tracking.

Track and Report

Employers receive organized tracking and reporting to support HR, payroll, finance, and tax advisor coordination.

Automated WOTC Screening With fully managed WOTC service

WOTC Plus provides fully managed WOTC screening for employers that want the process handled from start to finish. Our system manages new-hire WOTC screening, documentation workflow, certification tracking, and reporting, while each employer receives their own client portal to view WOTC activity in real time, including new-hire screening progress, potential eligibility, application status, certifications in process, approved records, and reporting updates.
Automated New-Hire Screening

Automated New-Hire Screening

Make WOTC screening part of the hiring process with automated SMS invitations and a simple mobile-friendly questionnaire for new hires.

WOTC Questionnaire Workflow

Use a structured WOTC questionnaire or survey to help identify potential eligibility.

Form 8850 Support

Form 8850 Support

Keep the required documentation process organized with automated Form 8850 processing

Tracking and Reporting

Stay organized with WOTC certification tracking and reporting for internal teams and tax review.

Person explaining about the WOTC PLUS

Who Should Use WOTC Screening?

WOTC Plus provides built-in WOTC screening and manages the process for employers from new-hire screening to documentation, certification tracking, and client portal reporting.
This may include employers in industries such as:
WOTC Plus helps employers build a screening process that can support both small teams and larger hiring operations.
Risk-Free, High Reward!

Ready to Simplify WOTC Screening?

WOTC Plus provides full-service WOTC processing for employers. We send secure SMS-delivered screening links to new hires and manage the workflow from screening to Form 8850 support, certification tracking, and reporting.

WOTC SCREENING FAQ

WOTC screening is the process employers use to collect new-hire information that may help identify whether an employee belongs to a Work Opportunity Tax Credit targeted group.
New hires receive a secure screening link by text message and can complete the WOTC screening form from their phone during hiring or onboarding.
WOTC Plus sends secure SMS-delivered screening links and manages the employer-side WOTC workflow, including Form 8850 support, certification tracking, documentation status, and reporting.
WOTC screening should happen early in the hiring or onboarding process so employers can collect new-hire information, organize documentation, and track certification activity before important deadlines are missed.
No. WOTC eligibility and credit claiming depend on certification, applicable rules, wage data, retention, and tax treatment. WOTC Plus provides screening, workflow, certification tracking, and reporting support. Employers should consult their tax advisor regarding credit eligibility and claiming requirements.