US WOTC Eligibility
WOTC Eligibility Screening Worksheet — screen new hires against the IRS/DOL Work Opportunity Tax Credit target groups, watch the 28-day clock and build the Form 8850 / ETA 9061 data
WOTC Eligibility Screening Worksheet — screen new hires against the IRS/DOL Work Opportunity Tax Credit target groups, watch the 28-day clock and build the Form 8850 / ETA 9061 data
Key Features
Fourteen WOTC target groups
Fourteen WOTC target groups — IV-A/TANF recipients, four veteran categories, disabled veterans, ex-felons, Empowerment Zone residents, vocational-rehabilitation referrals, summer youth, SNAP and SSI recipients, long-term family assistance a
Form 8850 pre-screening questionnaire
Form 8850 pre-screening questionnaire — a clean checklist of every target-group statement, with the veteran sub-questions gated behind the veteran flag, exactly mirroring the IRS pre-screening notice.
Automatic eligibility engine
Automatic eligibility engine — one click screens the applicant against every group, creates a line per eligible group and flags the richest one as the recommended group to certify under (an employee can be claimed under only one group).
Credit estimator
Credit estimator — applies the 120-hour / 400-hour rules (25% vs 40% first-year rate) and the 50% second-year rate for long-term family assistance, caps qualified wages at each group's statutory maximum, and shows both the estimated and max
28-day deadline tracker
28-day deadline tracker — computes the SWA submission deadline from the start date, shows a live days-to-deadline countdown and colour-codes screenings that are due soon or overdue.
Daily deadline reminder
Daily deadline reminder — a scheduled action logs a message and schedules a to-do activity for the screener on any screening whose 28-day window is closing or has closed, so nothing slips through.
Form 8850 / ETA 9061 data builder
Form 8850 / ETA 9061 data builder — assembles the exact field set both forms need and exports a submission data packet you send to your SWA.
Batch screening wizard
Batch screening wizard — create draft screenings for a whole wave of new hires at once, from selected contacts or a typed list of names.
Credit summary report
Credit summary report — roll certified, pipeline and lost credit up by target group across a hiring period for your CPA or controller.
Filing integrity hash
Filing integrity hash — stamps a SHA-256 hash of the submitted figures so a submitted screening can be shown to be unaltered.
Role-based access
Role-based access — screeners maintain their own screenings while managers see everything and own the configuration, enforced by record rules.
Screenshots
Why Choose This Module
This app turns WOTC screening into a disciplined, auditable workflow inside Odoo. For every new hire your team captures the Form 8850 pre-screening questionnaire, and the app instantly runs the eligibility engine against all fourteen WOTC target groups, estimates the credit under each one the applicant qualifies for, and recommends the single most valuable group to certify under. A live 28-day countdown and a daily reminder make sure the signed forms reach your SWA before the window closes. When you are ready, the app assembles the exact Form 8850 and ETA Form 9061 data so you can submit to your State Workforce Agency. Every figure is computed from the statutory wage caps and credit rates — nothing is faked, and a filing integrity hash proves a submitted screening was never altered.
Specifications
- Compatible: Odoo 18.0 / 19.0
- License: OPL-1
- Languages: English
- Author: Pokutsoft
- Dependencies: base, mail
- Support: support@pokutsoft.com
Update date: 2026-07-05