WOTC Year End Guide for Jan 2025

To submit your payroll information for WOTC certified employees:

1. Log into your Account, and select the Tax Credit tab.
2. Select Reports from the left navigation panel.
   
   
3. Select Upload Payroll Data.
   
   
4. Select Download Payroll Template.  This will download a CSV file.  Open it in your preferred spreadsheet program such as Microsoft Excel or Google Sheets.
   
   
5. When updating the CSV file.
   1. Do not change the columns in the first row.  These are:
      1. Employee Name
      2. Last 4 digits of SSN
      3. DOB
      4. Hours Worked
      5. Total Wages
      6. Pay Period - From
      7. Pay Period - To
   2. The following columns are auto-populated.  Do not change the data for the columns:
      1. Employee Name
      2. Last 4 digits of SSN
      3. DOB
   3. For each employee, add the following information for each pay period from 2021 through 2024:
      1. Hours Worked: Please check your Employees listed in the GetHired portal that have been certified and check their Hire Date to ensure you send all payrolls from the hire date up to 12 months. If an Employee is termed and their hours have reached over 120, we will need all payrolls from Date of Hire to their Term Date. Please note this value can not be 0 - if the employee is salary, then provide the hours calculated per pay period.  For example, if they are salary with a weekly pay period and the expected hours are 30, then use 30.
         1. If your payroll cycle spans a year-end (most do) , then we recommend providing an estimate of the amount as of midnight December 31st.
         2. Alternatively, if your payroll spans year-end and you want to give us the 1st January pay period, then please indicate and we can pro-rate.
      2. Total Wages: Total wages in in 2021, 2022, 2023, and 2024 through midnight December 31, again regardless of any payroll cycle. If your payroll cycle spans a year-end (most do) , then provide an estimate.
      3. Pay Period - From: From the employee’s start date, first payroll in 2021. If they were already employed as of January 1st 2021, then use 1/1/2021.  The date must be in the format M/D/YYYY.  For example, February 5 2021 is 2/5/2021.
      4. Pay Period - To: The end of the pay period for the employee. The date must be in the format M/D/YYYY.  For example, February 5 2023 is 2/5/2023.
   4. Save the file as a CSV file.  No other formats will be accepted.
6. Upload the template by selecting Upload File, and selecting the CSV file.

The following is an example of a typical submission for two employees, and the pay periods for them in 2020:

Once complete, we will have your information and use it to create your final tax package.