1. ONLINE
All new hires or applicants are screened using WMS’s proprietary, online questionnaire system.
• Real-time tax credit screening
• Electronic signature capability for IRS Form 8850 for potentially eligible
• Certain states require a wet signature on release of information forms. These forms are pre-populated and
• printable by the new hire or hiring manager
• Questionnaire accessible through mobile devices (Iphone, IPAD, Kindle, etc.)
• Can be used as “standalone” system or integrated through third party Applicant Tracking or Onboarding System
CALL IN
All new hires or applicants call a live attendant for screening.
• Real-time tax credit screening
• Same electronic capabilities as online process, except the hiring manager must print any forms that require a
• wet signature (mainly state ROI forms)
• 24/7 Call Center Operation
PAPER-BASED
All new hires complete the standard, paper WOTC Forms, which include IRS Form 8850,
Walton Management Tax Credit Eligibility Questionnaire, and any required state specific forms.
These original forms are mailed to WMS on a weekly basis and must be received no later than
28 days after the start date.
This is a proprietary, confidential Walton Management Services, Inc. (WMS) document. Unauthorized distribution is prohibited. Copyright © WMS 2014. Page 1 of 1
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WOTC Program Processes 2014
Tax Credit & Incentive Specialists
Walton Management Services, Inc. 1.800.221.0832
Corporate Headquarters
3321 Doris Avenue
Ocean, NJ 07712
www.waltonmanagement.com
ABOUT WALTON
For over three decades, Walton Management Services, Inc. has secured millions of dollars in tax credit and incentive savings for its clients.
Comprised of tax specialists with an average tenure of 16 years, Walton Management works as an extension of their client’s internal departments
to identify, process and execute their full incentive potential. WMS then administers the identified incentives on behalf of the client. From Fortune
50 to mid-size businesses and small proprieters, WMS has assisted companies in all industry sectors to generate tax savings through business
activities they perform every day: hiring new employees, expanding or downsizing facility locations, making capital investments, and training new
and incumbent workers.