ERC BOOKKEEPING Client Eligibility Questionnaire

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.
When did you establish your business? (Must Be Before Feb 15th 2020)*

MonthDayYear
Date
Business Legal Name (as filed on tax returns)
Company EIN
Payroll Platform
Location(s) and State(s)
Preferred Method of Communication? .

The below is what we will use to reach out to you with further questions, accounting documents, andsignature requests.
Preferred Email
example@example.com
Phone Call
Text
Preferred Method ofCommunication?

EmailPhoneText
Number of 2020 W 2's Filed*
Number of 2021 W 2's Filed*
Number of 2020 1099's Filed*
Number of 2021 1099's Filed*
Number of 2020 Cash Pay Employees*
Number of 2021 Cash Pay Employees*

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
Company Start Date:

MonthDayYear
Date
Did you have < $1,000,000 in average annual sales?

YesNo
Have you filed for the Employee Retention credit during any quarter(s) in 2020 or 2021?
List each year and quarter(s)

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.
Client Name
Title

Client Eligibility Questionnaire