• 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 the option labeled "Skip Create an Account." Then you will enter your email on the next screen and select send, which will email you a link to return to your in-progress Questionnaire.
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  • Preferred Method of Communication? .

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

  • Format: (000) 000-0000.

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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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  • 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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