Dashboard
Overview of your WOTC tax credit program
Total Applicants
0
↑ Year to date
Certified
0
0% rate
Pending Review
0
Awaiting state
Estimated Credits
$0
Based on hires
Recent Activity
Latest applicants
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No applicants yet. Click "New Applicant" or "Bulk Upload" to get started.
New WOTC Applicant
Complete Form 8850
1
Employee Info
2
Target Groups
3
Employment
4
Review
Bulk Upload
Import from Excel or PDF
Supported: Excel (.xlsx, .xls), CSV, PDF.
📥 Download Excel template
📥 Download Excel template
Excel / CSV
PDF
Upload Excel or CSV
Drag & drop or click to browse
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Drop Excel/CSV file or click
.xlsx, .xls, .csv
Upload PDF
Form 8850 PDFs for AI extraction
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Drop PDF file(s) or click
Multiple files allowed
Applicants
All WOTC candidates
State Submission
Submit Form 8850 and ETA Form 9061 to SWA
Submit within 28 days of start date.
1. Select Applicants
Choose pending applicants
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No pending applicants.
2. Select State & Method
Methods auto-update based on state
3. Generate & Submit
Forms Library
Federal forms
📄
IRS Form 8850
Pre-Screening Notice
📄
ETA Form 9061
Individual Characteristics
📄
ETA Form 9062
Conditional Certification
📄
IRS Form 5884
Work Opportunity Credit
Reports
Track WOTC performance
Submission Rate
0%
Approval Rate
0%
Avg Processing
14 days
Total Credits YTD
$0
Target Group Distribution
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