Target group determination
Each hire is classified against all nine target groups (veterans, SNAP, TANF, SSI, ex-felons, vocational rehab, empowerment zone, long-term unemployment, designated community youth) using documented evidence.
The Capture Engine assembles a documentation-complete certification pack — pre-screening, target-group determination, IRS Form 8850, ETA 9061, SWA filing, and certification tracking — checked against the letter of 26 U.S.C. §51 and IRS guidance before a specialist releases it.
Every year, U.S. employers hire tens of millions of people, and roughly one in six belongs to a WOTC target group — a veteran, a SNAP or TANF recipient, an empowerment zone resident, or a formerly incarcerated person. Each qualifying hire is worth $1,200 to $9,600 in federal tax credits, with no cap on the number of hires an employer can claim.
Yet most of the credit that could be captured never is — because capture depends entirely on operational execution that most HR teams cannot sustain. Manual programs certify only 40–60% of eligible hires, and missing the 28-day filing deadline is the single most common way employers forfeit earned credits.
The Capture Engine exists to close that gap with a single, exhaustive standard applied identically to every hire.
We do not summarize the law and hope. Every pack is scored against a versioned rule pack tied to the exact text of 26 U.S.C. §51 and current IRS/ETA guidance. These are the provisions each pack is held to.
Each hire is classified against all nine target groups (veterans, SNAP, TANF, SSI, ex-felons, vocational rehab, empowerment zone, long-term unemployment, designated community youth) using documented evidence.
The filing date is verified to fall no later than 28 calendar days after the hire's start date, computed deterministically — never estimated.
For each target group, the required documentation (DD-214, benefit letters, referral letters, address verification) is collected and validated.
Hires who previously worked for the employer or are related parties are screened out per statutory exclusions.
For hires claiming long-term unemployment, the period of unemployment is verified against state records or employer attestation.
Residency in a designated empowerment zone, enterprise community, or renewal community is verified using HUD and Census data.
AI extracts and drafts. Deterministic rules — running as code, outside the model — decide what is complete. A human specialist signs every release. That order is never reversed.
Upload your new-hire roster and we return a free completeness read: which hires likely qualify, which target groups, and what documentation is missing.
We deploy conversational screening via SMS, web, IVR, or kiosk — in multiple languages — to complete the pre-screening questionnaire for every hire.
Using the published rulebook, we classify each hire into target groups and request supporting documents (DD-214, benefit letters, etc.).
IRS Form 8850 and ETA 9061/9062 are assembled with correct characteristics and e-filed to the correct State Workforce Agency within the 28-day window.
A credentialed WOTC reviewer adjudicates ambiguous determinations and signs the batch. High-value or complex cases route to attorney review first.
You receive the pack: certification tracking, credit realization schedule, and return-ready documentation for your CPA to claim the credit on Form 5884.
The deliverable is completeness itself — every statutory element and document accounted for or explicitly exception-coded. Nothing is left implicit.
The gates that decide completeness are code, not a model's opinion. A drafting error cannot slip past a statutory requirement.
We prepare documentation and file forms as your clerical agent. We never provide legal advice, and your CPA claims the credit.
Simple, predictable, and aligned with a documentation standard — not a cut of any credit.
Start with a free Capture Scan. Send your new-hire roster and we'll return a completeness read against every target group under 26 U.S.C. §51.
Documentation-completeness service · not legal advice · your CPA claims the credit.