Submission Requirements
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.