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Certified Wellness Program Home > FAQs FAQs

1. What is the history of the tax credit program?
It was included as part of a measure passed into law in 2007 that increased the cigarette tax and provided funding for a number of health-related initiatives.  The program is designed to encourage small employers to implement a worksite wellness program by assisting with some of the cost. 

2. Who qualifies as a small employer?
A small employer is an Indiana business that has 2-100 employees, is actively engaged in business, and the majority of its employees work in Indiana.

3. How often do I need to apply for the tax credit?
The credit is an annual certification, and an application must be submitted before November 15th of the tax year.  For example, to be certified for 2009, an application must be submitted before November 15th, 2009. 

4. What happens to my application once it is submitted?
Once submitted, the board will meet and approve or defer your plan.  Notification of your application status will be sent via email shortly after the advisory board meets. 

5. Can I reapply in the same year that my application was denied?
Yes.  If your application is denied, feedback is given so the appropriate changes can be made.  Once those changes are made, you are free to resubmit the application for approval before the annual deadline. 

6. How do I know what is an acceptable expense for my wellness program?
A small employer is entitled to a 50 percent credit for the costs incurred to implement a qualified wellness program for its employees.  These expenses must be directly related to the wellness program in order to qualify. 

7. What happens if my plan is approved?
If your plan receives approval from the advisory board, you will be notified via email.  After email notification is sent, a certificate will be mailed to you indicating your approval. 

8. How often does the advisory board meet?
The advisory board meets approximately 4 times a year.

9. As a small employer, can I have assistance with my program and application from a wellness provider?
Yes. This type of business relationship is encouraged.  There are numerous, qualified wellness providers throughout Indiana that specialize in worksite wellness programming and implementation.  If you have been or plan to work with a wellness provider you should seek their assistance with your application as well.

10. How do I file for the tax credit?
Once you have received your certificate, please include it when you file your taxes with the Indiana Department of Revenue.  Your tax professional will be able to assist with this process in greater detail.

If you need additional information on the tax credit program, or would like to present this information to members of your community, a PowerPoint presentation is available to use upon request. 

Please contact Abby Troyer at mailto:Atroyer@gov.in.gov.

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