ERC

EMPLOYEE RETENTION CREDIT

Employee Retention Credit
Basic Info
Company
Owner
Snapshot & Verification

Employee Retention Credit - Starting Questions

How many W-2s were issued in 2020? If W-2s were only issued to owners and/or immediate family members in 2020, then the ERC program cannot be applied for 2020. If W-2s were issued to anyone else, there may be ERC potential. Please continue to the next question regardless of your answer.

How many W-2s were issued in 2021? If W-2s were only issued to owners and/or immediate family members in 2021, then the ERC program cannot be applied for 2021. If W-2s were issued to anyone else, there may be ERC potential. If no W-2s were issued outside of ownership/family for 2020 and 2021, there will be no ERC eligibility.

Do you or any other partial business owners have ownership in any other business entities (separate EINs)?

Did operation of business begin on or after 2/15/2020?

Are you a member of a PEO? A PEO is a Professional Employer Organization.

Basic Contact Information

Full Name

Repeat to confirm

Best Phone Number

Company Details

Company Name

Business Address

Business City

Business State

Business Zip

Business Phone Number

Business Owner Details

Full Name

Home Address

Home City

Home State

Home Zip

Ownership %

Social Security Number

Birthdate

What is your personal credit score?

Financial Snapshot

Estimated Gross Annual Revenue

Do you currently have any short term financing?

Current Tax Lien?

Past Bankruptcies?

Verification (Tax ID found on top right of Tax Return)

Business Tax ID

Date Established

Entity Type

Home Based?