Terms and Conditions
Effective Date: September 6, 2026
Please read these Terms and Conditions ("Terms") carefully before using our online Form 8850 processing platform (the "Service"). By accessing or using the Service, you agree to be bound by these Terms.
1. Purpose of the Service
The Service is designed to collect, process, and securely transmit IRS Form 8850 (Pre-Screening Notice and Certification Request for the Work Opportunity Credit) and related screening data on behalf of employers and job applicants to evaluate eligibility for the Work Opportunity Tax Credit (WOTC).
2. Information We Collect
To verify submission integrity, prevent fraud, and comply with tax credit verification standards, we collect specific data points during your session:
- Form 8850 Data: Full name, Social Security Number, Date of Birth, street address, and answers to eligibility questions.
- IP Address: Automatically logged upon visiting and completing the form to track network origin.
- Geolocation Data: Physical location details captured at the time of submission to verify geographic compliance and authenticate identity.
3. Use and Sharing of Data
By submitting your information, you grant us the right to process and share your data, including metadata like IP address and geolocation, with:
- The prospective or current employer associated with the WOTC screening request.
- State Workforce Agencies (SWAs) responsible for processing WOTC certifications.
- Authorized third-party compliance administrators assisting with the tax credit process.
We do not sell, rent, or trade your personal metadata or form information to third-party marketing networks.
4. User Consent and Electronic Signature
By checking the agreement box and using this online form, you explicitly consent to:
- The tracking, recording, and storage of your IP address and geolocation data for compliance and fraud-prevention purposes.
- The processing of your personal tax credit information via digital means.
- The use of an electronic signature to sign and certify IRS Form 8850 under penalty of perjury.
5. Security Measures
We implement rigorous technical, administrative, and physical security measures designed to safeguard your sensitive tax records and digital footprint. However, no data transmission over the internet can be guaranteed as 100% secure.
6. Limitation of Liability
To the maximum extent permitted by applicable law, we shall not be liable for any indirect, incidental, or consequential damages resulting from your use of the Service or from unauthorized network access to your metadata or form submissions.
7. Changes to These Terms
We reserve the right to modify these Terms at any time. Any changes will be posted directly to this interface with an updated effective date.
