RetroTax

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Integration Type

One-way via API

Direction of Data Flow

BambooHR to Partner App

Sync Trigger

It's scheduled to sync at a regular time interval

Sync Frequency

Daily

Overview
Integration

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.

Monthly Activity Reporting

RetroTax clients receive monthly reports to keep on top of tax credit activity. At glance, track number of new hires screened, pending certifications, and applications approved for tax credits.

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.

Additional 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.

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.

What data syncs?

BambooHR Field	Sync Direction	RetroTax Field
First Name		First Name
Last Name		Last Name
Address Line 1		Address Line 1
Address Line 2		Address Line 2
City		City
State		State
Country		Country
Zip Code		Zip
State Code		State Code
SSN		SSN
Location		Location
Hire Date		Hire Date
Original Hire Date		Original Date
Last Changed		Last Changed
Termination Date		End Date
Best Email		Email
BambooHR Employee ID		BambooHR ID
Date of Birth		Date of Birth