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TAX CREDIT QUESTIONNAIRE

TAX CREDIT QUESTIONNAIRE 2025

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The document is a Tax Credit Questionnaire designed for employers to collect information from new employees regarding their eligibility for various tax credits. It includes sections for employer and employee details, questions about previous assistance received (such as TANF, Food Stamps, SSI), vocational rehabilitation services, military service status, felony convictions, and additional tax credit considerations specific to certain states. The form requires the employee's signature to authorize verification of the provided information.

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Click ‘Get Form’ to open the TAX CREDIT QUESTIONNAIRE in the editor.
Begin by filling out the EMPLOYER SECTION. Enter your Client name, Company, Location, and Position.
Proceed to the EMPLOYEE SECTION. Input your Employee Name, Social Security Number (SS#), Street Address, Date of Birth, Starting Wage, Age, and City/State.
Answer the questions regarding previous employment with the company and any assistance received. If applicable, provide details for TANF and Food Stamps.
Complete questions about Supplemental Security Income (SSI) and vocational rehabilitation services. Attach necessary documentation if you answered 'yes'.
Indicate your military service status and provide relevant dates and documentation if applicable.
Finally, read the authorization statement carefully, sign it digitally in our editor, and date the form before submission.

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We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

Should I answer the WOTC questionnaire?

Should I fill out the WOTC questionnaire? If you are a job applicant who may be eligible, you can fill out the questionnaire to determine your eligibility. This will help your employer determine if they can claim the credit for hiring you.

Can you decline tax credit screening?

The Work Opportunity Tax Credit (WOTC) program is designed to be voluntary. Legally, employers are not permitted to require employees or job applicants to complete WOTC forms, including IRS Form 8850 and ETA Form 9061. Individuals can decline to fill out these forms without fear of negative repercussions.

Does getting a WOTC mean I got the job?

Does WOTC mean I got the job? Not necessarily. Being eligible for WOTC or being asked to fill out the questionnaire doesnt guarantee youll get the job. Its simply one step in the hiring process.

What is a tax credit questionnaire?

A Work Opportunity Tax Credit questionnaire can be used to identify employees from targeted groups and assist with completing the prescreening. This is done using IRS Form 8850 and one of two forms from the Department of Labor.

What is a tax credit and how does it work?

A credit is an amount you subtract from the tax you owe. This can lower your tax payment or increase your refund. Some credits are refundable they can give you money back even if you dont owe any tax. To claim credits, answer questions in your tax filing software.

Is WOTC good or bad?

The Work Opportunity Tax Credit is estimated to have saved the US over $202 billion since 2014. Since its creation nearly 30 years ago as part of the Small Business Job Creation Act of 1996, the Work Opportunity Tax Credit (WOTC) has benefitted employers, disadvantaged job-seekers, and government agencies.

What is a tax credit screening questionnaire?

Tax credit screenings are used to determine if job applicants are eligible for state and federal tax incentives. Candidates may be eligible for various tax credits for which employers would receive up to $9,600 for each qualifying hire.

TAX CREDIT QUESTIONNAIRE 2025

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