Step 1 - The Employer uses the TMS (Tax Management System) Client Portal to screen candidates for the WOTC.
Step 2 - Upon hire, candidates that qualified automatically have their WOTC application filed with the State Workforce Agency (SWA) in compliance with the 28 day rule via the Client Portal for eligibility determination.
Step 3 - The SWA reviews the WOTC application and makes a determination of eligibility and returns the certification through the Client Portal. This step can take on average 2-3 fiscal quarters for turnaround from the SWA to provide certification.
Step 4 - The employer uses the Client Portal reporting system to submit and track employee hours worked and file for the credit with the IRS. We provide a Wage Request Form at the time of certification receipt for the employer to fill out.