Uniqstic Wealth Client Eligibility Questionnaire Logo

  • Uniqstic Wealth Client Eligibility Questionnaire

    Note: There should be one Questionnaire for each EIN

  • Company Demographic Details

    ***If something exceeds the border of a text box it will still be recorded correctly in our database******Please Read***You can save this form and come back to it using the [Save] button at the bottom of the page.You WILL NOT have to create an account to save; when prompted, simply select theoption labeled "Skip Create an Account." Then you will enter your email on the next screen andselect send, which will email you a link to return to your in-progress Questionnaire.

  • List multiple if more than one location exists

    Preferred Communication The below is what we will use to reach out to you with further questions, accounting documents, and

  • Preferred Method of Communication? .

    The below is what we will use to reach out to you with further questions, accounting documents, andsignature requests.

  • ERC Claims can only be sent via paper check mailed to the IRS "address of record". This must:

    Be a physical location where you currently receive mail (a personal address is allowed)

    Not be a PO Box or UPS/FedEx store box

    Not have mail forwarding. neither to nor from (the USPS will return all such checks to the

  • Employee Threshold Limitation 

     

    To be eligible, employers must have averaged during 2019: a) 100 or fewer full-time employees (defined as more than 130 hours/month) for the 2020 ERC program, and b) 500 or fewer full-time employees for the 2021 ERC program. This calculation is across all members of an IRS Controlled Group.

     

  • Ownership Information

    Please list all owners and relatives who are on the payroll in 2020 or 2021 (a relative is a person with any blood or marital relationship to the owner such as but not limited to: Parents, Siblings, Children, Step Relationships, In-Laws, Cousins, Nephews and, Nieces, etc.) *Please indicate if any owners are related.*
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  • Relatives who aren't owners and are on payroll

    (Please indicate which owner # they are related to)

  • Do you or any other partial owners have ownership in any other businesses?*

  • ERC Eligibility Criteria

     

    The below elements are critical in a) determining eligibility. and b) maximizing your potential Employee Retention Credit.

    Please describe in a few sentences how COVID-19 impacted your business activities in 2020 and/or 2021:

     

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  • Did you experience a government-imposed full/partial suspension (or capacity

    limitation) during the pandemic? Please Select

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    Recovery Start-Up Business Eligibility

    "Only fill this out if you started business in 2020 or 2021.*

    Company Start Date means when your company began Operations (i.e. first day you earned income), not when the LLC was formed

     

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  • Quarterly Sales Data

    Complete the below table for quarterly "business receipts" (sales fewer refunds/allowances). :Incorrectly entering your sales data will prolong your ERC calculation process.s Accurate sales data is required to move forward.
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  • If you do not have sales data for one of the below periods, indicate with a "0".

  • Interaction with PPP or other Stimulus Programs

    Please complete the below table regarding your PPP Loans:.

     

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    Have you amended a 941 during 2020 or 2021?.

    If yes, please provide us with a copy of an amended 941 (Form 941-X) filed for 2020 or 2021, either in the document upload below, or with your ERC Representative

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  • Document Checklist

    Please gather the following documents and then either a) Submit below and we can start working on your Employee Retention Credit immediately, or b) Your internal rep will reach out with a Dropbox Portal for you to upload your files.

    • Form 940 for 2020 & 2021

     

    • Quarterly Forms 941: for 2020 Q1, Q2. Q3, & Q4; for 2021 Q1, Q2, Q3, & Q4

     

    • If applicable: Evidence of PPP Loan Amount (such as a bank statement)

     

    • If applicable: PPP Loan Forgiveness Application If applicable: PPP Loan Forgiveness Resolution (such as an email from the SBA)

     

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  • Payroll Data Submission

    Based on your above Payroll Provider, we at ERC Today are able to capture your payroll information in an ideal format through our Finch Connect Bridge. Following the submission of this form, you will receive an email from ERC Today with a unique link to access Finch Connect.

  • Client Statement and Affirmation

    I, the undersigned representative of the company described above, do hereby affirm and acknowledge that: The above information is true, accurate, and complete to the best of my ability, I understand that ERC Today will use this information to consult and advise amendments to my 2020/2021 Forms 941, so that I may receive Employee Retention Credits authorized by the IRS, Any inaccuracy in the information above may lead to inaccurate credit calculation, and potential penalties/interest from the IRS, I agree to hold ERC Today harmless and not liable for any penalty that results from false or inaccurate information provided to ERC Today, Per IRS guidance, “Section 280C(a) of the Code generally disallows a deduction for the portion of wages paid equal to the sum of certain credits determined for the taxable year”, it is my responsibility to consult my CPA and/or tax preparer to see how this may impact my specific tax situation, and I enter into this transaction in good faith to utilize the IRS code and tax credits as intended and allowed.
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