Work Opportunity Tax Credit
Help improve your understanding of WOTC by navigating through our Live and On-Demand resources that are intended to help assist you in learning more about what WOTC is, screen candidates, ERDs, the client portal, and more.
Live Webinars
Choose a webinar, check your calendar, and sign up for a session that works for you! Each webinar is hosted LIVE with a Product Trainer, who is ready to share insight and help answer your questions -- so have them ready!
Introduction to WOTC Management
This session covers the Work Opportunity Tax Credit (WOTC), screening new hires, managing screenings with the client portal, and maximizing benefits.
Support Guides
Want to learn at your own pace? Our interactive support guides will take you step-by-step through the applications and processes for when you want to learn more.
WOTC Support Guide
This support guide provides details into the candidate screening process through the screening portal and how the employer can navigate the client portal.
Form 9198 - ERD Electronic Signature
This support guide provides information regarding the Employer Representative Declarations (ERDs) within the WOTC Dashboard Electronic Signature feature.
Videos
On-Demand training videos at the click of a button? Yes please! Just press "play" when you're ready to review topics at your convenience.
Introduction to WOTC Management
Join this session to learn about what the WOTC program is, how to screen candidates, utilizing the client portal, and maximizing credit/benefits.
Documents
Super busy and just need a high level overview? With our documents, we've got your quick learnings covered with the information you want to know.
Your WOTC Guide: What to Expect
This document provides a simplified overview of the WOTC process to get started, screen users, and report on your program.
Understanding and Addressing WOTC Denials
This document provides details about the different WOTC denials and how to help reduce or avoid denials.
WOTC Online Screening Instructions
This document provides detailed instructions on how to complete the online screening process for WOTC.
How to Schedule a Report
This document provides a step-by-step guide on how to schedule reports in the WOTC Client Portal.
WOTC FAQs
This document provides detailed information regarding frequently asked questions about the WOTC program and application.
WOTC IVR Forms Screening Instructions
This document provides guidance on the necessary steps for a candidate to complete the WOTC questionnaire via phone.
WOTC Paper Forms Screening Instructions
This document walks an employer through the required steps to have a candidate to fill out a paper version of the
WOTC questionnaire.
WOTC questionnaire.
WOTC Denial Next Steps
This resource provides guidance and best practices on the appropriate steps to take after a WOTC denial is received.
Related Applications
Forms HQ
Help improve your understanding of Forms HQ by navigating through our Live and On-Demand resources that are intended to help assist you in learning more about the new hire/employee experience, managing packets, forms, and users, federal and state requirements, application training, and more.
Compliance Center
Help improve your understanding of Compliance Center by navigating through our Live and On-Demand resources that are intended to help assist you in learning more about the new hire/employee experience, managing packets, forms, and users, federal and state requirements, application training, and more.
Connect with Client Training HQ
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