RetroTax | Marketplace Partner

The article provides an overview of the integration between RetroTax and BambooHR. RetroTax is a tax credit administration platform that helps organizations generate federal and state tax credits based on their hiring and growth activities. The integration aims to streamline the management of these tax credit programs, reducing administrative burdens while operating on a contingent fee basis. To enable the integration, users must configure their BambooHR account with RetroTax, which requires entering their email and subdomain. Users will receive confirmation once the setup is in progress. The article also outlines the types of data that can be synced from BambooHR to RetroTax and directs users to the BambooHR Marketplace for further information. For support, existing customers can access RetroTax's contact information through the Marketplace.

  • Aug 21, 2025
  • Knowledge

Title
RetroTax | Marketplace Partner
Article Text

How does RetroTax integrate with BambooHR?

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

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Table of Contents

RetroTax

An overview from BambooHR® Marketplace:

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 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 to RetroTax from BambooHR?

You can find this information in BambooHR® Marketplace. To learn more about syncing fields, please click here and navigate to the Integration section.

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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