PlanSource Partners with

Learn More

A Partnership That Works

Review Tax Credit Eligibility
Simple and quick pre qualification process to determine if your company qualifies for tax credits.

Paperless WOTC Screening
Online platform allows employers to qualify new hires for a range of tax credits, like WOTC or geographically-based programs.

Customized Approach
RetroTax will do the necessary research, processing and documentation to maximize your tax credit with a custom approach.

Cash In
On average, take advantage of federal or state tax credits that could pay up to $9,600 per eligible new hire.

Error Proof Submissions
Guaranteed work submitted in compliant, highly detailed format to federal and state agency personnel.

Best Practices
RetroTax will continually work with your company to ensure you are taking advantage of the credits offered to you. 

With Benefits That Matter


Simple pre-qualification process

Work Opportunity
Tax Credits

Geographic and State Zone Credits

Job Creation



RetroTax helps businesses with federal and state tax credit fulfillment and job creation incentive programs. Tax advisors offer consultations, assistance and best practice strategies for best use of tax credit and IRS form submission. The software provides paperless web screening for new employees and is built for multiple devices to streamline the new hire process.

Learn More

Through PlanSource’s Human Capital Management (HCM) platform you can simplify the process of finding and securing federal and state tax credits to help improve your bottom line. RetroTax helps you streamline by handling all of the paperwork, submission and compliance all within PlanSource’s secure platform to meet all of your human resources needs.

PlanSource is a technology company driven to create a better benefits and HR experience for employers and their employees. We offer flexible and intuitive software for benefits administration, insurance exchanges and human capital management. Our complete cloud-based technology helps employers with benefits shopping, enrollment, billing, compliance and administration.

Learn More

PlanSource is a Cloud-Based Benefits Administration and Human Capital Management Solution Built For Brokers and Employers

Benefits Administration      Insurance Exchanges      Human Capital Management

See PlanSource in Action

Sign Up For a Demo

See the Latest Release

We update the product to make it stronger and more secure, introduce new features and improve existing ones.

See It 

Watch The Newest Webinars

View our Internet-famous webinars that tackle the issues that are affecting the health care industry and keeping you up at night.

Watch It

Read Our Latest Press

Sure, we’re tooting our own horn, but there’s some good info in here about what we do and how we help folks get valuable benefits.

Read It