RetroTax WOTC
Overview
RetroTax is a full service tax credit administration platform that allows your company to generate federal and state tax credits based on the employees you hire, locations you open, and growth you experience. We help organizations turn HR into a profit center. Our integrated offering reduces the amount of time and administrative burden spent managing these programs, and all work is on a contingent fee, which means no risk, all reward.
Seamlessly Screen New Hires
As you hire and onboard new employees, RetroTax is there to help you screen these employees for potential tax credits. All new hires receive a tax credit questionnaire to complete, and RetroTax takes the process from there, handling the certification process from start to finish.
Additional Tax Credit Programs Available
RetroTax can also help your company administer other federal and state tax credit and incentive programs. During our introductory appointment we will discuss the availability of other programs in your area and industry.
Security
RetroTax is SOC2 certified, and compliant with all IRS standards and best practices.
Contingent Fee Pricing
You only pay if we are successful in generating credits for your company. No risk, all reward! On an annual basis, we’ll reach out to you for payroll data to create a final tax package that your CPA/tax counsel can use to apply the credits directly to your company tax returns.
Key Differentiators
- Billing model requires no upfront investment in tax credit screening- no implementation fees, no per employee/per month fees, no hidden costs.
- RetroTax combines the benefits of technology and paperless screening with the human element. We have an entire team of individuals that pursue tax credits with the States, work to overturn denials, and do everything possible to maximize tax credits for a client.
- We are a second generation, family owned and run business that solely focuses on tax credit administration. We don't administer these programs as a loss leader or to try and get your payroll business. We're genuinely invested in our clients!
Better Together Story
Adding tax credit screening to your onboarding process with the RetroTax-BambooHR integration helps to offset the high cost of turnover and simplify this labor intensive process. Turn HR into a profit center with the addition of the RetroTax solution.
Integration
How it Works
Upon integration RetroTax will confirm your ability to utilize federal income tax credits and discuss other tax savings programs that may be available to you. From there, the integration allows simple and seamless screening for tax credits. New hires complete the tax credit questionnaire during the onboarding process, and our integration with BambooHR takes it from there. The integration allows RetroTax to submit applications daily for certification to the respective State Agency, ensuring maximum tax credit eligibility.
How to Install
You can install this integration, but it requires additional configuration by the RetroTax team.
Visit https://www.retrotax-aci.com/bamboohr to start setting up your BambooHR account to integrate with RetroTax. Enter your email address and subdomain, and then click Connect to start the integration process.
Once you click Connect, you will see a confirmation screen confirming that RetroTax is working on setting up the integration, and they will notify you when it is ready.
What data syncs?
Publisher
RetroTax
Updated: 07/01/2026
Phone Support:
317-925-0553
Email Support:
bamboohr@retrotax-aci.com
Support Hours:
M-F 8am-5pm ET
Monday-Friday