RetroTax

How does RetroTax integrate with BambooHR?

Purpose: To help you understand what RetroTax is used for and how you can integrate it with BambooHR.

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 the 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.

You can learn more about RetroTax in BambooHR Marketplace.

How do I enable the RetroTax integration?

You can install this integration, but it requires additional configuration by the RetroTax team.

Click here 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.

*The subdomain is the first part of your BambooHR URL, so if your account URL is https://helpcontent.bamboohr.com, your subdomain would be helpcontent.

Once you have clicked 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 from BambooHR to RetroTax?

You can find this information in BambooHR Marketplace. To learn more about syncing fields, please click here.

Where do I go for support for this integration?

If you are an existing customer using this integration, please be aware that RetroTax supports this integration.

Click here to find contact information.

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