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Submission Requirements

Client Attestation & Indemnification Release - 2020 Credit Year

• Submit Questionnaire Below

• Signed 2020 attestation executed by an authorized representative of the company. **REQUIRED: Click To Complete Year 2020 Form Here.

• Determine what time period you are eligible for. We will need specific dates you will need data for to determine your exact credit. It is extremely important for you to determine the wages covered by any PPP loan as those same wages can’t be used for the ERC. Click Here To Return To Qualification Guidelines.

• We will calculate Q1-Q4 credit based on the dates presented and reduce you wages and/or health expenses paid for with PPP funds.

• All credit calculations must be approved by you.

• For those who have filed their tax return with us, we will be preparing amendments to decrease your wages deduction per the ERTC amount as required by the IRS.

Client Attestation & Indemnification Release - 2021 Credit Year

• Submit Questionnaire Below

• Signed 2021 attestation executed by an authorized representative of the company. **REQUIRED: Click To Complete Year 2021 Form Here.

• Determine what time period you are eligible for. We will need specific dates you will need data for to determine your exact credit. It is extremely important for you to determine the wages covered by any PPP loan as those same wages can’t be used for the ERC. Click Here To Return To Qualification Guidelines.

• We will calculate Q1-Q4 credit based on the dates presented and reduce you wages and/or health expenses paid for with PPP funds.

• All credit calculations must be approved by you.

• For those who have filed their tax return with us, we will be preparing amendments to decrease your wages deduction per the ERTC amount as required by the IRS.

Entity Name*

Owner(s) Name*

Did You Receive a PPP Loan?*

Select an option

Date Of First Draw

PPP First Draw Amount

Date Of Second PPP Draw

PPP Second Draw Amount

Have You Applied For PPP Loan Forgiveness?

Select an option

Did You Employ Any Relatives?*

Select an option

If Yes, List The Names Of Relatives & Relationship To Owner

Did You Provide Employer Paid Health Insurance?*

Select an option

Reason(s) For Eligibility*

Attestation*

Name of Authorized Representative*

Email Address Of Authorized Representative*

Phone Number Of Authorized Representative*

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