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Click ‘Get Form’ to open the form 9061 in the editor.
Begin by filling out the Employer Information section. Enter the employer's name, address, telephone number, and Federal ID Number (EIN) in Boxes 3-5.
Next, complete the Applicant Information section. Provide the applicant's name and Social Security Number in Boxes 6-7. Indicate if they have worked for this employer before in Box 8.
In Boxes 12-22, answer questions regarding applicant characteristics carefully. Each question may require additional information; ensure you provide accurate details.
For documentation of eligibility, list any supporting documents in Box 23 that substantiate your answers from Boxes 12-22.
Finally, sign the form in Box 24(a) and indicate who signed it in Box 24(b). Enter the date of completion in Box 25.
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Employers must retain the form for IRS records. A denial letter will be sent to the employer if the employee is not eligible for any target groups. 8.Read more
This form must be used together with. IRS Form 8850 to help state workforce agencies (SWAs) determine eligibility for the Work Opportunity Tax Credit (WOTC).Read more
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