What is Employer Tax Credit Screening?: A Guide

January 17, 2025

What is Employer Tax Credit Screening? A Complete Guide to Maximizing Hiring Benefits

What is employer tax credit screening? It is a critical process where businesses assess potential employees to determine whether they qualify for government-backed tax credits. These credits aim to incentivize employers to hire individuals from specific groups, such as veterans, ex-offenders, or the long-term unemployed. The goal is to reduce hiring costs, improve workforce diversity, and ensure compliance with regulations. By leveraging employer tax credit screening, businesses can significantly cut down on their tax liabilities and create opportunities for individuals who face challenges in the job market.

This comprehensive guide will explore everything you need to know about what is employer tax credit screening, how it works, the steps to implement it, and the significant benefits for both employers and employees. Whether you are a small business owner or part of a large enterprise, understanding this process is essential for optimizing your hiring strategy.

Understanding Employer Tax Credit Screening

So, what is employer tax credit screening in simple terms? It refers to the process where employers evaluate job candidates to identify those who qualify for various tax credit programs offered by the government. The primary objective of this process is to reduce the financial burden on businesses while providing job opportunities to specific, often underrepresented, groups.

A major example of such tax credits is the Work Opportunity Tax Credit (WOTC), which incentivizes employers to hire individuals from targeted groups. Other tax credits might focus on employees residing in Empowerment Zones or who are public assistance recipients.

This screening process not only helps reduce hiring costs for employers but also supports greater inclusion by encouraging the employment of people from diverse backgrounds.

How It Works

Understanding what is employer tax credit screening goes beyond just identifying candidates—it involves a systematic process:

  1. Screening: This involves assessing new hires to see if they fall under any of the eligible categories for tax credits.
  2. Certification: Employers need to submit specific forms to the IRS (such as IRS Form 8850) to request certification.
  3. Claiming the Credit: Once the candidate is certified as eligible, businesses can claim the tax credit when filing their taxes.

The process ensures that businesses get the maximum benefit from tax credits while adhering to the rules and regulations.

Benefits of Employer Tax Credit Screening

For Employers

For businesses, the benefits of employer tax credit screening are clear. The most immediate advantage is the reduction in tax liabilities. By hiring from qualified groups, companies can significantly lower their tax burden. For instance, businesses may save thousands of dollars each year, depending on the number of qualifying employees they hire.

In addition to cost savings, employer tax credit screening provides an excellent opportunity for companies to diversify their workforce. By actively hiring individuals from specific target groups—such as veterans, ex-offenders, and long-term unemployed individuals—businesses not only gain tax credits but also enrich their organizational culture.

For Employees

For employees, particularly those from underrepresented groups, employer tax credit screening provides invaluable opportunities for stable employment. This program gives them a chance to secure jobs they might otherwise struggle to attain due to systemic barriers. For example, veterans and ex-offenders may face difficulties in the job market, and the availability of tax credits helps create more employment opportunities for these groups.

For Society

On a broader scale, employer tax credit screening encourages workforce diversity and economic inclusion. By incentivizing businesses to hire from disadvantaged groups, the government helps create a more inclusive labor market. The benefits of this are twofold: reducing unemployment rates and promoting social mobility for individuals who may otherwise be excluded.

Key Target Groups and Eligibility Criteria

When businesses perform employer tax credit screening, they focus on individuals from specific groups who qualify for tax credits. Some of the key eligible groups include:

Exclusions

Certain candidates may not qualify for tax credits, including:

It’s important for businesses to carefully review these exclusions to avoid any mistakes during the screening process.

Steps to Implement Tax Credit Screening

1. Identify Eligible Candidates

The first step in what is employer tax credit screening is to identify potential candidates who qualify for the tax credits. Businesses can partner with workforce agencies or use applicant tracking systems that help filter out eligible candidates based on the defined criteria. Using advanced technology can simplify this process and ensure no eligible candidate is overlooked.

2. Complete the Certification Process

Once eligible candidates are identified, businesses need to submit the necessary forms to the IRS, typically IRS Form 8850. This form must be submitted within a specific timeframe to ensure the business can claim the tax credit. A timely submission is crucial for certification.

3. Track Hours and Wages

To fully comply with the tax credit program, businesses must track the hours worked and wages paid to qualifying employees. This documentation is essential when submitting claims for the credit and ensures full eligibility.

4. Claim the Credit

Once all paperwork is in order, businesses can claim the credit during tax season. The credit will be applied directly to the employer’s tax return, lowering the overall tax liability.

Tools and Technologies for Efficient Screening

Proprietary Tools

To streamline the employer tax credit screening process, many businesses turn to advanced tools like Avvanz. These automated systems simplify the screening process, reduce manual work, and ensure businesses can efficiently claim their tax credits while staying compliant with all regulations.

Integration with HR Systems

For smooth operation, it’s essential that employer tax credit screening tools integrate seamlessly with existing HR systems. This allows businesses to track employee information, monitor work hours, and ensure compliance without having to juggle multiple platforms.

Challenges and Best Practices

Common Challenges

While employer tax credit screening offers valuable benefits, businesses may face several challenges, such as:

Best Practices

To overcome these challenges, businesses should:

Why Choose Avvanz for Tax Credit Screening?

Avvanz is a multi-award-winning provider of HRTech and background screening solutions. Their platform offers automated, scalable, and compliant solutions that make employer tax credit screening simple and efficient. With Avvanz, businesses can stay ahead of the curve, ensuring they maximize their tax credit opportunities while maintaining full compliance with tax laws.

Key Features

Discover how Avvanz can help you streamline your tax credit screening while mitigating risks and maximizing compliance. Request a Demo today and transform your hiring strategy!

Frequently Asked Questions

Employer tax credit screening is the process by which businesses assess job candidates to determine if they qualify for government-backed tax credits based on their background and employment history.

Tax credit screenings reduce hiring costs by offering businesses tax credits for hiring employees from targeted groups, such as veterans, ex-offenders, or long-term unemployed individuals.

Key tax credits include the Work Opportunity Tax Credit (WOTC), the Empowerment Zone Employment Credit, and various credits for hiring veterans, ex-offenders, and public assistance recipients.

Eligible candidates include veterans, ex-offenders, long-term unemployed individuals, public assistance recipients, and disadvantaged youths.

Employers implement tax credit screening by identifying eligible candidates, completing the certification process, tracking hours and wages, and claiming the credit on their tax returns.

Yes, any business that hires eligible candidates and complies with the necessary paperwork can apply for tax credits, although some specific criteria and exclusions must be met.

Proprietary tools like Avvanz provide automated solutions that help businesses manage tax credit screenings efficiently, reducing administrative effort and ensuring compliance.

Once candidates are screened and certified, businesses can claim their tax credit by submitting the necessary paperwork, such as IRS Form 8850, during tax season.

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