Ultimate ERC Complete Info Form

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Super Affiliate Email
example@example.com
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Ultimate ERC Complete Info Form

This is a secure & encrypted form to transfer the additional information needed directly to Ultimate ERC™ to help us perform a comprehensive ERC qualification analysis and calculation to get the maximized refund from the Employee Retention Credit program.
Here's what you'll need to complete the form:

1. General Business Information
- Contact Info
- Business Owner(s) Name(s) & Percentage(s) of Ownership
- Names of any Employees Related to Owners
- Subsidiary / Parent / Sister Company Info
- Number of Employees in 2020 & 2021
2. PPP & Other Government Stimulus Information
- Amounts & Dates Received
- Forgiveness Application & Supporting Documentation
3. Accounting & Payroll Data
- Gross Payroll Registers by Pay Period and by Employee for 2020 & 2021
- Cash Basis Profit & Loss statements for each quarter for 2019, 2020 & 2021 (or since inception if your business started during or after 2020)
- Form 941 (Employer's Quarterly Federal Tax Return) for each quarter from
  Q1 2020 to Q4 2021
- Owner W2's for 2019 and 2020 if owners were paid via W2
What if I don't have all the information handy?

► You may click the Save Button found at the bottom of the form any time to come back to complete this form later, without losing any of the info you've entered!

► It is best to fill out this form on a desktop or laptop computer with access to files and the ability to upload.

► Finally, if you have questions, you may reach us at:

help@ultimateerc.com

Contact Information

Note: Please input the contact information for the best person at your organization for us to coordinate with on this program.
Contact Name*

First NameLast Name
Title / Position*
E-mail*
example@example.com
Direct Contact Phone Number*

Area CodePhone Number
Phone Extension
Is it okay to send text messages to this phone number?*

YesNo
Any text-messages sent will be related to your account and/or this program. Charges may apply depending on your cellular provider plan.
Is the person named above also the name of the person who will be signing the required tax form to claim the ERC Credit?*

YesNo
Name of the person who will be signing the tax form to claim the credit?*
Email of the person who will be signing the tax form to claim the credit?*
example@example.com
Legal Name of Business / Organization*
Brief description of your business / organization (products / services / industry)*
Business Phone Number (as it should appear on IRS Tax Forms)*
EIN (Employer Identification Number)*
Business Mailing Address (as it should appear on IRS Tax Forms)*

Street Address

Street Address Line 2

CityState

Zip Code

Is your business a restaurant and/or bar operating in the state of Arizona?*

YesNo
What percentage of income was from the following categories Pre-Covid and During COVID Restrictions?*
What was the effect of the shutdown on your business?*
What is the total occupancy of your restaurant and/or bar?*
What was your average occupancy in 2019?*

Ownership Information
Enter the name(s) of each Owner(s) of this entity and their respective Ownership Percent. Select Save and Add Row after EACH entry.*
Are any of the owners related to each other?*

YesNo
Owner Relationships*
Example:

If James Johnson is the Uncle of Andrea Smith, and Andrea Smith is the Sister-in-Law of Kevin Hendricks, you would enter this as follows:
Note: Related owners are defined as:

A spouse
A child or a descendant of a child
A brother, sister, stepbrother, or stepsister
The father or mother, or an ancestor of either
A stepfather or stepmother
A son or daughter of a brother or sister of the taxpayer
A brother or sister of the father or mother of the taxpayer
A son-in-law, daughter-in-law, father-in-law, mother-in-law, brother-in-law, or sister-in-law
Are any employees related to any of the owners?*

YesNo
Please list the name of the employee(s), which owner(s) they are related to, and the relationship (Click the SAVE & ADD MORE button to add as many as you need)*
Were any of the owners of this business paid with a W-2?*

YesNo
Please upload W-2s for each owner for 2019 and 2020.*

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Subsidiaries / Control Group Information

The Employee Retention Credit program has important rules specific to owners of multiple entities.
Does the owner(s) of this organization own any other business entities, or is this organization a subsidiary or own any subsidiaries or have "sister" companies?*

YesNoI'm not sure
No problem, we can work with you directly to get the information needed.
Okay, your organization is considered part of a "Control Group" for the purposes of calculating your ERC refunds.

To best serve your situation, we have prepared a simple spreadsheet for you to provide the information on the related companies we need to ensure compliance with these regulations and to get you the maximum refund allowed by law.

► Please CLICK HERE to Download the Spreadsheet

► A new tab will open from Dropbox

► Click on the Download Icon to save the spreadsheet to your computer

► When you have completed it, come right back to this form to upload it below

Remember you can save your progress without losing information at any time!
Upload your Multiple Entity Spreadsheet below:*

🔒 Your information is encrypted.
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Does the organization use the same accounting software across all of the entities / control group?*

YesNoI'm not sure
No problem! Let's get the information for your first company now and we will contact you later to sort out the rest.
Great! You may upload multiple accounting data files, or include additional credentials when you get to that section.

PPP & Other Stimulus Information
PPP1
Did your organization receive funds from the first-draw Paycheck Protection Program (PPP1)?*

YesNo
What is the exact amount your organization received?*
Have you applied (regardless of if you have received forgiveness or not) for forgiveness of your PPP1 loan?*

YesNo
Start & end dates for PP1 Forgiveness "Covered Period"*
Please upload a copy of the your PPP1 Forgiveness Application*

🔒 Your information is encrypted.
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Please upload a document with the information you submitted (or used to support) detailing the use of your PPP1 funds for your forgiveness application.*

🔒 Your information is encrypted.
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PPP2
Did your organization receive funds from the second-draw Paycheck Protection Program (PPP2)?*

YesNo
What is the exact amount your organization received?*
Have you applied (regardless of if you have received forgiveness or not) for forgiveness of your PPP2 loan?*

YesNo
Start & end dates for PPP2 Forgiveness "Covered Period"*
Please upload a copy of the your PPP1 Forgiveness Application*

🔒 Your information is encrypted.
Cancelof
Please upload a document with the information you submitted (or used to support) detailing the use of your PPP1 funds for your forgiveness application.*

🔒 Your information is encrypted.
Cancelof

Other Stimulus
Did your organization receive any other government stimulus funding designated for help with payroll which was not required to be repaid?*

YesNo
Examples of other government stimulus funding for the above question include the "Shuttered Venue Operators Grant" and the "Restaurant Revitalization Grant."
Enter Name of Grant, Amount Received and Date Received, Click "Save and Add Row" after each entry. Please select "Save and Add Row" after each entry.*
Please upload a spreadsheet showing any wages and/or benefits paid for with these grants.*

🔒 Your information is encrypted.
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Which Accounting / Bookkeeping Software Does Your Organization Use?*

Quickbooks Desktop VersionQuickBooks OnlineSage Accounting (Online/Cloud)Sage50 (Desktop Version)XeroOther (Please Type Name of Your Software)

Cool, you're using QuickBooks Desktop...

In order to determine your organization's eligibility for the ERC program, we need to compare income from certain quarters in 2020 & 2021 to corresponding quarters in 2019.
What Year is Your QuickBooks Desktop Version? (for example, if you are using QuickBooks Desktop Pro 2018 just enter 2018) *
Example: 2018
To help our Accounting Team access the necessary information, you can safely & securely upload current QuickBooks Backup file(s) right here in this form. *

🔒 Your information is encrypted.
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► NOTE: If you are uploading files for MULTIPLE COMPANIES, please also upload a document with the ADMIN PASSWORDS for each file.
What is the Username for your QuickBooks Backup file?
🔒 Your information is encrypted.
What is the ADMIN Password to access your QuickBooks Backup file?*
🔒 Your information is encrypted.
Not able to upload your QuickBooks Backup File(s)?

Check this box for other options!
You can upload the reports needed below.

We will need a Profit & Loss Standard Report (one in Excel and one in PDF) for each year from 2019-2021, covering the following quarters:

• Q1, Q2, Q3, Q4 of 2019

• Q1, Q2, Q3, Q4 of 2020

• Q1, Q2, Q3, Q4 of 2021

Follow these steps to export then upload the data from QuickBooks Desktop:

► Click on Reports

► Click Company & Financial

► Click Profit & Loss Standard

► Under Dates select Custom

► Enter the appropriate date range for each report you run, (for example 01/01/2019 to 12/31/2019)

► Under Show Columns select Quarter

► Important: Under Report Basis select Cash (not Accrual, even if that is the accounting method typically used in your business)

► Click the dropdown arrow next to Print then select Save As PDF

► Click the Excel button to save as an Excel Spreadsheet

► Repeat these steps for each of the reports, then upload them in this form below. You should have a total of 3 PDFs and 3 Excel Spreadsheets to upload, for a total of six files.

Click here for a PDF with more help on exporting these reports.
Upload Your Reports Here*

🔒 Your information is encrypted.
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NOTE: Remember, you can save your progress at any time and come back when you have the requested documents ready to upload. Please ensure the only items attached are what is being requested. Submitting irrelevant documents or not providing the requested data will postpone your ERC qualification process.
Were you able to successfully upload your QuickBooks File(s) or Reports?*

Yes, all set!I'm having an issue, please contact me!

Cool, you're using QuickBooks Online...

In order to determine your organization's eligibility for the ERC program, we need to compare income from certain quarters in 2020 & 2021 to corresponding quarters in 2019.
To help your Ultimate ERC team access the necessary data, please add a new Accounting Firm to your QuickBooks Online account. Here is how:

► Sign in to QuickBooks Online

► Select the Settings ⚙️ icon, then Manage Users

► Select Accounting Firms

► Select Invite

► Enter the Accountant's Name and Email Address as follows:

Kevin Marshall
accounting@ultimateerc.com

► We will receive an email with a link to sign into your QBO company
Not able to add us to your QuickBooks Online?

Check this box for other options!
You can upload the reports needed below.

We will need a Profit & Loss Standard Report (one in Excel and one in PDF) for each year from 2019-2021, covering the following quarters:

• Q1, Q2, Q3, Q4 of 2019

• Q1, Q2, Q3, Q4 of 2020

• Q1, Q2, Q3, Q4 of 2021

Follow these instructions to generate the reports needed, then upload them in the next section.

► Inside QuickBooks Online, click on Reports

► Select For my accountant

► Click Profit & Loss

► Under Report period enter the appropiate dates (example: 01/01/2019 to 12/31/2019)

► Under Display columns by select Quarters

► IMPORTANT: Under Accounting method select Cash (NOT Accrual)

► Click Run report
► Click the Export Icon and Download the report as an Excel Spreadsheet

► Click the Export Icon again and Download the report as a PDF

► Repeat these steps for each of the reports, then upload them in the form below. You should have a total of 3 PDFs and 3 Excel Spreadsheets to upload, for a total of six files.

Click Here for a PDF with more detailed instructions.
Upload Your Reports Here*

🔒 Your information is encrypted.
Cancelof
NOTE: Remember, you can save your progress at any time and come back when you have the requested documents ready to upload. Please ensure the only items attached are what is being requested. Submitting irrelevant documents or not providing the requested data will postpone your ERC qualification process.
Were you able to successfully add us as user in QuickBooks Online or Upload Your Data?*

Yes, all set!I'm having an issue, please contact me!

Cool, you're using Sage Accounting in the Cloud...

In order to determine your organization's eligibility for the ERC program, we need to compare income from certain quarters in 2020 & 2021 to corresponding quarters in 2019.
To add a new user to your Sage Accounting account:

► Sign in to Sage Accounting

► In the upper right-hand corner, click your business name

► Click Manage Business Account

► On the left-hand side, click the Invite Accountant tab

► Enter this email address: accounting@ultimateerc.com

► Click Send Invite
Were you able to successfully add us as user in Sage Accounting?*

Yes, all set!I'm having an issue, please contact me!
CLICK HERE to set an appointment with one of our Team Members using Calendly.
You can upload the reports needed below.

► IMPORTANT: For these reports, under the "Accounting Method" please use the CASH METHOD OF ACCOUNTING (NOT Accrual)!

We will need a Profit & Loss Standard Report (preferably one in Excel and one in PDF) for each year from 2019-2021, covering all quarters:

• Q1, Q2, Q3, Q4 of 2019

• Q1, Q2, Q3, Q4 of 2020

• Q1, Q2, Q3, Q4 of 2021
You can safely & securely upload your P&L files right here:*

Cancelof
NOTE: Remember, you can save your progress at any time and come back when you have the requested documents ready to upload. Please ensure the only items attached are what is being requested. Submitting irrelevant documents or not providing the requested data will postpone your ERC qualification process.

Cool, you're using Sage50 on your Desktop...

In order to determine your organization's eligibility for the ERC program, we need to compare income from certain quarters in 2020 & 2021 to corresponding quarters in 2019.
You can upload the reports needed below.

► IMPORTANT: For these reports, under the "Accounting Method" please use the CASH METHOD OF ACCOUNTING (NOT Accrual)!

We will need a Profit & Loss (P&L) Standard Report (preferably one in Excel and one in PDF) for each year from 2019-2021, covering all quarters:

• Q1, Q2, Q3, Q4 of 2019

• Q1, Q2, Q3, Q4 of 2020

• Q1, Q2, Q3, Q4 of 2021
You can safely & securely upload your P&L files here:*

Uploads are encrypted for your safety!
Cancelof
NOTE: Remember, you can save your progress at any time and come back when you have the requested documents ready to upload. Please ensure the only items attached are what is being requested. Submitting irrelevant documents or not providing the requested data will postpone your ERC qualification process.
► NOTE: If you are uploading files for MULTIPLE COMPANIES, please also upload a document with the passwords for each file.
If your data file has a username and password associated with it, please enter the credentials here, separated by a comma if needed:
🔒 Your information is encrypted.
Were you able to successfully upload your data from Sage50?*

Yes, all set!I'm having an issue, please contact me!

Cool, you're using Xero...

In order to determine your organization's eligibility for the ERC program, we need to compare income from certain quarters in 2020 & 2021 to corresponding quarters in 2019.
You can upload the reports needed below.

► IMPORTANT: For these reports, under the "Accounting Method" please use the CASH METHOD OF ACCOUNTING (NOT Accrual)!

We will need a Profit & Loss (P&L) Standard Report (preferably one in Excel and one in PDF) for each year from 2019-2021, covering all quarters:

• Q1, Q2, Q3, Q4 of 2019

• Q1, Q2, Q3, Q4 of 2020

• Q1, Q2, Q3, Q4 of 2021
You can safely & securely upload your P&L files here:*

Uploads are encrypted for your safety!
Cancelof
NOTE: Remember, you can save your progress at any time and come back when you have the requested documents ready to upload. Please ensure the only items attached are what is being requested. Submitting irrelevant documents or not providing the requested data will postpone your ERC qualification process.
Please add a new user to your Xero account using the following instructions:

► Sign in to Xero

► Click on Your Organization Name, select Settings, then click Users

► Click Invite a User

► Enter the new user's Name and Email Address as follows:

Kevin Marshall
accounting@ultimateerc.com

Click here for more information directly from Xero.com on adding users.
Were you able to successfully add us as user in Xero?*

Yes, all set!I'm having an issue, please contact me!

Okay, you're using another accounting software not listed...

Not a problem. We have other options to help you!
You can upload the reports needed below.

► IMPORTANT: For these reports, under the "Accounting Method" please use the CASH METHOD OF ACCOUNTING (NOT Accrual)!

We will need a Profit & Loss Standard Report (preferably one in Excel and one in PDF) for each year from 2019-2021, covering all quarters:

• Q1, Q2, Q3, Q4 of 2019

• Q1, Q2, Q3, Q4 of 2020

• Q1, Q2, Q3, Q4 of 2021
You can safely & securely upload your P&L files here:*

Uploads are encrypted for your safety!
Cancelof
NOTE: Remember, you can save your progress at any time and come back when you have the requested documents ready to upload. Please ensure the only items attached are what is being requested. Submitting irrelevant documents or not providing the requested data will postpone your ERC qualification process.
Which option works best for you?*

Upload Transactions and P&L from my softwareSchedule a time to talk one-on-onePlease find a way to work with my existing software
Please export and then upload the following information from your accounting software:

Using your accounting software, Download a Profit & Loss Detail Report for the following periods into an Excel Spreadsheet AND as a PDF

NOTE: When generating these reports be sure to use
CASH for the Accounting Method and not Accrual!

• Q1, Q2, Q3, Q4 of 2019

• Q1, Q2, Q3, Q4 of 2020

• Q1, Q2, Q3, Q4 of 2021
(OLD) Upload Your Files Here:*

🔒 Your information is encrypted.
Cancelof
If any of the files you're uploading are password-protected, please enter the password here:
🔒 Your information is encrypted.
Sounds good, we can work with you directly to get the information needed.

CLICK HERE to find and schedule a time to talk with one of our CPAs or Account Executives using Calendly.
We're on it!

We will contact you when we are set up and ready to work with the software you designated.

Is there any additional information which may be beneficial in helping you with the ERC program? Or, do you have any comments or suggestions on this form?
PRESS THE "SUBMIT" BUTTON BELOW TO FINISH!
Should be Empty:

Ultimate ERC Complete Info Form

Contact Information

Ownership Information

Subsidiaries / Control Group Information

Business Start Date & Shutdown Information

Government-Mandated Shutdown

Employees & Payroll Information

PPP & Other Stimulus Information

PPP1

PPP2

Other Stimulus

Cool, you're using QuickBooks Desktop...

Cool, you're using QuickBooks Online...

Cool, you're using Sage Accounting in the Cloud...

Cool, you're using Sage50 on your Desktop...

Cool, you're using Xero...

Okay, you're using another accounting software not listed...