Smart and simple point-of-hire tax credits and verification of employment solutions.

Walton Management delivers the most advanced technology to maximize Work Opportunity Tax Credits (WOTC) and automate Verification of Employment (VOE).

  • What You Get

  • How It Works

  • Results

  • Resources

What You Get

WOTC Screening

Walton Management automates the entire WOTC process–screening job applicants for potential tax credits and calculating credit value.

Simple User Experience

Walton administers a short and simple screening questionnaire, which includes electronic signature and filing of the critical Form 8850.

Automated Data Transmission

Walton automates the transmission of critical payroll data directly from UltiPro to administer WOTC and VOE with ease.

Advanced Reporting

Walton’s award-wining platform delivers the most advanced reporting to maximize your WOTC and stay on top of your VOE.

Security Compliance

Walton’s verification of employment solution, VeriSafeJobs, meets all data privacy and security laws. Our PIN-based solution puts users in control of who can access their data.

No-Cost Verifications

Walton’s solution, VeriSafeJobs, automates your employment and income verifications, at no-cost, powered by the payroll data from UltiPro.

How It Works

If your business hires employees–any employees–there's a good chance you're eligible for the Work Opportunity Tax Credit (WOTC).

WOTC rewards employers for hiring members of specific targeted groups deemed by Congress to have barriers to employment.

Work Opportunity Tax Credit (WOTC) of up to $9,600 per eligible employees is realized once the employee is government-certified and works 120 hours within first year of employment.

That's why Ultimate Software and Walton Management have partnered to offer a custom integration for completing and filing the Work Opportunity Tax Credit (WOTC).

Job applicants complete a web-based questionnaire on or before date of job offered, powered by Walton. Form 8850 is electronically signed if necessary.

Once hired, UltiPro transmits hire date to Walton in order to file Form 8850 with the government agencies to secure WOTC certification. Walton files the time-sensitive Form 8850 with the government and monitors hours and wage information on the employee to determine when retention is met.
 

Customer Results

American Services Inc.

"Walton has been an excellent partner for American Services. They have worked with us over the years to really maximize our WOTC credits. They provide us with the recommendations we need to make to streamline our process, and produce the best results for our company."

Carole Ann Owens | Corporate Operations Director

Resources

Walton Management Blog

Read about the latest updates on tax reform, Work Opportunity Tax Credits (WOTC), and other industry trends–all in one spot.

Visit Walton Management's blog.