Automating Payroll Tax Credit Calculations: WOTC, ERTC, and State Credits

Credits Are Money Left on the Table

Many businesses are eligible for payroll tax credits they never claim. The Work Opportunity Tax Credit for hiring workers from targeted groups. State-level credits for job creation, training, and investment. The complexity of identifying eligible employees and calculating the credits deters many businesses from pursuing them.

How AI Identifies Opportunities

Screen new hires against WOTC target group criteria automatically during onboarding. Track qualifying wages and employment periods. Calculate credits using the correct percentages and caps. Prepare the certification forms and supporting documentation.

Scaling Across Clients

For firms with many business clients, running a WOTC screen across all clients can identify substantial aggregate credits. A single client might have a modest credit, but across 50 or 100 clients, the total value adds up and the engagement fees become meaningful.

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