WOTC Questions: Is there a “best practice” to making sure employees participate?

At CMS, as Work Opportunity Tax Credit (WOTC) experts and service providers since 1997, we receive a lot of questions via our website’s chat box:

CMS Says: Consistency is a key factor in getting new hires to complete the WOTC paperwork . We recommend the following steps:

1. Include WOTC with all of your new hire paperwork so that it appears like it is required.
2. Have an onboarding checklist to make sure that all of your documents, including WOTC, are completed by the new hire.
3. Review your new hires weekly (to stay in compliance with the 28-Day Rule).
4. Run a report from within your WOTC Portal so you can see if any new hires has not completed the WOTC questionnaire yet.
5. Send email/text reminders to new hires who have not completed the WOTC paperwork encouraging them to do so.
6. Be prepared to answer any questions new hires typically have about WOTC. Here are a few of the most common new hire questions that we get:
   • Do I have to fill out the WOTC Form?
   • What is a conditional certification and how do I know if I have one?

Contact CMS Today to Start Saving!

In our 21+ years of performing WOTC Screening and Administration we’ve saved millions for our customers.

Contact CMS today to start taking advantage. Call 800-517-9099, or click here to use our contact form to ask any questions.