The Tax Credits page provides team members with the qualified permissions the ability to submit, view order status, run reports, and other tasks. For instructions on how to place a WOTC Order, see How to Place a WOTC Order.
Available options include:
- WOTC Eligible Candidates
- Order Status
- Screening Log
- Billing History
WOTC Eligible Candidates
The main Tax Credits screen provides information about people who have been deemed to be eligible for a potential Work Opportunity Tax Credit (WOTC).
On this screen you can screen new candidates for tax credits and submit existing candidates for WOTC consideration.
To check the status of a WOTC order, select the Tax Credits page, then select Order Status from the left menu. The Employees that have a WOTC Order issued for them and the order status will be displayed.
Reports displays the WOTC Summary, including the Earned WOTC Credits from successfully submitted WOTC Orders, and the potential for WOTC Orders that could be filed.
The Screening Log page displays the overall status of WOTC Orders and WOTC Credit received.
How to View Billing History
The Billing History page displays the charges from submitted WOTC Orders.