The Paylocity and RetroTax integration helps organizations identify and secure Work Opportunity Tax Credits using accurate new-hire data. Through this integration, employee eligibility and hiring information flows securely from Paylocity into RetroTax, reducing manual processing while supporting timely tax credit claims.

• Sync new-hire demographic and employment data from Paylocity
• Support WOTC screening and eligibility determination
• Reduce manual paperwork and follow-up
• Improve accuracy and timeliness of tax credit filings

By relying on Paylocity as the central system of record, HR and finance teams can streamline WOTC administration and reduce the risk of missed tax credit opportunities.