eDocument - 8850 WOTC (Federal) Form

Overview

Updated 06/25/2021

The 8850 form is a pre-screening notice and certification request for the Work Opportunity Credit. 

Federal PDF Version: https://www.irs.gov/pub/irs-pdf/f8850.pdf

Federal PDF Version Instructions: https://www.irs.gov/pub/irs-pdf/i8850.pdf

Employee Fields 

Below is a screenshot of the employee portion of the eDocument with field details.

Field Key #	Field Description	Pre-Populates From	Required
1	Name	Employee > Firstname Lastname	Yes
2	Social Security Number	Employee > SSN	Yes
3	Address (Street)	Employee > Address (Primary) > Street 1, Street 2	Yes
4	Address (City, State, Zip)	Employee > Address (Primary) > City, State, ZipCode	Yes
5	County	N/A	Yes
6	Phone Number	Employee > Contact Method Category = EmployeeContactMethod System Name = Cell	Yes
7	Birth Date	N/A	Yes
8	Checkbox Options	N/A	No
9	Employee Signature	N/A	Yes
10	Date	Current Date	Yes

 

Employer Fields

Below is a screenshot of the employer portion of the eDocument with field details.

Field Key #	Field Description	Pre-Populates From	Required
1	Employer's Name	MasterStaffingSupplier > SupplierDescription	Yes
2	Phone Number	Supplier > Contact Method IsPrimary = 1	Yes
3	EIN	MasterStaffingSupplier > FEIN Number	Yes
4	Address (Street)	MasterStaffingSupplier > Address > Street 1, Street 2	Yes
5	Address (City, State, ZipCode)	MasterStaffingSupplier > Address > City, State, ZipCode	Yes
6	Contact	N/A	Yes
7	Phone Number (contact)	N/A	Yes
8	Address (Contact Street)	N/A
9	Address (Contact City, State, ZipCode)	N/A
10	Member's Group	N/A	No
11	Date - Gave Information	N/A	No
12	Date - Offered Job	N/A	No
13	Date - Was Hired	N/A	No
14	Date - Started Job	N/A	No
15	Employer Signature	N/A	Yes
16	Title	N/A	Yes
17	Date	Current Date	Yes

Additional Notes

• Revision date (shown in screenshots as "Rev. 3-2016") is a non-editable field.
• Nothing is updated in the core application once the eDocument is completed.  

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