Streamline Your WOTC Tax Credit Process with Paperform
The Work Opportunity Tax Credit (WOTC) can deliver significant tax savings for U.S. employers who hire from certain target groups—but only if you screen candidates properly and submit the right paperwork on time. This WOTC Pre-Screening Notice and Certification Request template helps HR teams, payroll administrators, and business owners capture the information required by the IRS to qualify for WOTC credits, all within a professional, mobile-friendly form.
Why Use This Template?
WOTC eligibility must be determined before or on the day a job offer is made, and the IRS Form 8850 must be submitted within 28 days of the employee's start date. Missing these deadlines means forfeiting thousands of dollars in potential tax credits. This Paperform template walks new hires through the pre-screening questions in plain language, automatically captures their responses, and organizes the data you need to complete IRS filings quickly and accurately.
Built for HR and Payroll Teams
Whether you're onboarding seasonal workers, full-time employees, or contract staff, this template integrates seamlessly into your existing hiring workflow. Use Paperform's conditional logic to show or hide questions based on applicant answers, reducing confusion and completion time. Submissions sync directly to your HR software, Google Sheets, Airtable, or payroll platform via native integrations or Stepper workflows—no manual data entry required.
Security and Compliance You Can Trust
WOTC screening involves collecting sensitive applicant information, including income history and public assistance participation. Paperform is SOC 2 Type II compliant and offers data residency controls, SSL encryption, and role-based permissions to keep submissions secure and audit-ready. Embed the form on your careers page, send it via email, or use a branded landing page—your choice, all with the same level of protection.
Automate What Comes Next
Once a candidate submits their WOTC pre-screening form, use Stepper to trigger follow-up actions: notify your payroll team, update your HRIS, generate a PDF for your records, or queue the submission for state workforce agency review. You can even set reminders to ensure Form 8850 is filed within the 28-day window, protecting your eligibility for every credit.
Trusted by HR departments, accounting firms, and staffing agencies across the United States, this template helps you stay compliant, save time, and capture every dollar of tax credit your business has earned.
More templates like this
I-9 Employment Eligibility Verification Form
Streamline I-9 employment eligibility verification with a digital form that includes document checklists, remote verification options, and automated compliance tracking for US employers.
Irish Employment Contract Form
A comprehensive employment contract form for Irish employers, fully compliant with the Terms of Employment (Information) Act 1994 and Irish employment law requirements.
W-4 Employee's Withholding Certificate (2024)
Complete your IRS W-4 form for federal income tax withholding. Updated for the 2024 tax year with multi-job worksheet calculator and step-by-step guidance for accurate withholding.
Background Check Authorization and Consent Form
FCRA-compliant background check authorization form for employers to obtain candidate consent for pre-employment screening, including required disclosures and applicant rights notification.
Background Screening Service Client Intake Form
A comprehensive intake form for background screening services that collects applicant details, position information, screening package preferences, and authorization for employment, criminal, education, and reference verification.
Executive Search Firm Code of Conduct Agreement
A comprehensive code of conduct agreement for executive search professionals covering candidate confidentiality, client exclusivity, diversity commitments, and ethical standards in recruitment practices.
Fair Work Modern Award Classification Assessment Form
A comprehensive Australian workplace classification assessment form to determine employee award levels, duties, skill requirements and appropriate pay rates under Fair Work modern awards.
Finnish Temporary Employment Notification Form
A comprehensive notification form for temporary employment arrangements in Finland, covering worker details, employment duration, equal treatment terms, and regulatory compliance requirements.
Finnish Wage Subsidy Application Form
Apply for wage subsidies when hiring long-term unemployed workers in Finland. Submit employer details, employee information, and employment terms to the TE Office for subsidy approval.
Freelance Bookkeeper Background Check Authorization Form
A comprehensive authorization form for freelance bookkeepers that grants permission for background checks, certification verification, criminal history screening, and client reference releases.
French Internship Agreement Form (Convention de Stage)
A comprehensive French internship agreement form that captures all required information from educational institutions, host companies, and students to ensure full compliance with French labor law and regulatory requirements.
GDPR Background Check Authorization Form
A comprehensive GDPR-compliant authorization form for conducting background checks on job candidates, with clear consent mechanisms, data source disclosure, and defined retention periods.