WOTC Pro - Ai Automation Experts

WOTC Pro — Submission Platform for SMBs | CCAi365

WOTC Pro

by EBL Services | CCAi365

Main

Dashboard

New Applicant

Bulk Upload

Applicants

State Submissions

Tools

Forms 8850 / 9061

Reports

Settings

Dashboard

Overview of your WOTC tax credit program

Total Applicants

↑ Year to date

Certified

0% certification rate

Pending Review

Awaiting state response

Estimated Credits

Based on certified hires

Recent Activity

Latest applicants and submission status

📋

No applicants yet. Click "New Applicant" or "Bulk Upload" to get started.

Quick Actions

Common tasks for SMB tax credit submissions

New WOTC Applicant

Complete IRS Form 8850 & ETA Form 9061 information

Employee Info

Target Groups

Employment Details

Review & Submit

Employee Information (Form 8850, Page 1)

First Name*

Last Name*

Social Security Number*

Date of Birth*

Street Address*

City*

State*

ZIP Code*

County

Phone

WOTC Target Group Determination

ℹ

Check ALL boxes that apply. Each target group qualifies the employer for different credit amounts.

Qualified Veteran (SNAP recipient)

Up to $2,400

Disabled Veteran

Up to $9,600

Unemployed Veteran (4+ weeks)

Up to $5,600

Long-term Unemployed Veteran (6+ months)

Up to $9,600

Ex-Felon

Up to $2,400

SNAP Recipient (18-39 yrs)

Up to $2,400

SSI Recipient

Up to $2,400

TANF Recipient (Short-term)

Up to $2,400

Long-Term TANF Recipient

Up to $9,000 (2 yrs)

Vocational Rehabilitation Referral

Up to $2,400

Summer Youth (EZ resident, 16-17)

Up to $1,200

Long-Term Unemployment Recipient

Up to $2,400

Pre-Screening Questions (Form 8850)

Have you worked for this employer before?

Are you a member of a family that received SNAP benefits in the last 6 months?

Have you received SSI benefits in the last 60 days?

Employment Details

Date Information Received*

💡 Form 8850 must be signed BEFORE or ON the day of job offer.

Date Offered Job*

Date Hired*

Date Started Work*

⚠️ Must submit Form 8850 within 28 days of start date.

Starting Wage (per hour)*

Position / Job Title*

Employer Information

Employer Name*

Employer EIN*

Contact Phone

Employer Address

Review & Submit

⚠

Please review all information carefully before saving.

Bulk Upload

Import applicants from Excel spreadsheets or PDF documents

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Supported formats: Excel (.xlsx, .xls), CSV (.csv), and PDF (.pdf) files.
📥 Download Excel template for the easiest import experience.

Excel / CSV Upload

PDF Upload

Upload Excel or CSV File

Drag & drop your file or click to browse

📊

Drop Excel file here or click to upload

Supported: .xlsx, .xls, .csv (Max 10MB)

Upload PDF Documents

Upload completed Form 8850 PDFs for AI extraction

📄

Drop PDF file(s) here or click to upload

Multiple files allowed. Supports Form 8850, ETA 9061, and supporting docs.

Applicants

All WOTC candidates in your system

State Workforce Agency Submission

Submit Form 8850 and ETA Form 9061 to the appropriate State Workforce Agency

ℹ

WOTC forms must be submitted to the State Workforce Agency (SWA) of the state in which the employee will work, within 28 days of the start date.

1. Select Applicants to Submit

Choose pending applicants ready for state submission

📤

No pending applicants.

2. Select State Submission Method

Each state has different submission procedures - we support all 50 states

North Carolina

Online portal: ncesc.com

California

eWOTC online portal

Texas

TWC online portal

New York

NY.gov online portal

Florida

CareerSource Florida

Other State

Generate forms for mail/upload

3. Generate & Submit

Pre-populated forms ready for state agency submission

WOTC Forms Library

Standard federal forms for WOTC processing

📄

IRS Form 8850

Pre-Screening Notice and Certification Request

Required for every applicant. Must be signed by both employee and employer on or before job offer date.

📄

ETA Form 9061

Individual Characteristics Form

Used when employee has not been conditionally certified.

📄

ETA Form 9062

Conditional Certification Form

Used when applicant has been pre-screened and conditionally certified.

📄

IRS Form 5884

Work Opportunity Credit

Used to claim the credit on the employer's federal tax return after certification.

Reports & Analytics

Track WOTC performance and tax credit capture

Submission Rate

Approval Rate

Avg. Processing Time

14 days

Total Credits YTD

Target Group Distribution

Breakdown of applicants by WOTC target group

Export Reports

Settings

Configure your company and integration settings