• Client Eligibility Questionnaire

    *Note: There should be one Questionnaire for each EIN*

  • Company Demographic Details

  • ***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.

  • Are you a member of a PEO?*

  • *** Unfortunately, we are unable to help clients that are members of a Professional Employer Organization (PEO). We are only able to accept clients that file their own quarterly form 941s. ***

  • Preferred Communication

    The below is what we will use to reach out to you with further questions, accounting documents, and signature requests.
  • Format: (000) 000-0000.
  • Format: (000) 000-0000.
  • Preferred Method of Communication?*

  • IRS Mailing Address

    What is the mailing address where the IRS should send any ERC claim payments?

  • 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 IRS)

  • 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.
  • Select one:*

  • Controlling Persons Chart

  • Is this entity a:*
  • List all trustees, board members, etc.*
    Rows
  • List all owners and their percentage of ownership*
    Rows

  • List any/all Relative(s) of the above Owners who were on the payroll during 2020 or 2021.
    A “relative” is a person with any blood or marital relationship to a Controlling Person, such as but not limited to: Parents, Siblings, Children, Step Relationships, In-Laws, Cousins, Nephews and, Nieces, etc.)

    1) Relative: * Person # Relationship:    
    2) Relative: Person # Relationship:  
    3) Relative: Person # Relationship:      
    4) Relative: Person # Relationship:
    5) Relative: Person #  Relationship:  

  • Do you or any of the persons listed above have interest/ownership/board seats/etc. in any other entities?*

  • ERC Eligibility Criteria

    The below elements are critical in a) determining eligibility, and b) maximizing your potential Employee Retention Credit.
  • 0/1000

  • Did you experience a government-imposed full/partial suspension (or capacity limitation) during the pandemic?    *     
    If yes, when did full/partial suspension begin? .
    If yes, when did full/partial suspension end?   .
    If yes, what jurisdiction issued the order?   .

  • Is your business deemed "essential"?      *   

  • Quarterly Sales Data

    Complete the below table for quarterly gross revenue. This is the total of all sources of income, after refunds or returns. This "top line" figure is before backing out items such as costs, expenses, payroll, taxes, etc. Note: Incorrectly entering your sales data will prolong your ERC calculation process. *Accurate sales data is required to move forward.*
  • If you do not have sales data for one of the below periods, indicate with a "0".*
    Rows

  • Recovery Start-Up Business Eligibility

    *Complete if and only if your business began operations during 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:   Pick a Date  
    Did you have < $1,000,000 in average annual sales?         

  • Interaction with PPP or other Stimulus Programs

    Please complete the below table regarding your PPP Loans:
  • Please leave the "If yes:" rows blank.*
    Rows

  • *Non-payroll costs are defined as mortgage, rent, and utilities during your PPP coverage period.

  • Do you provide medical insurance to employees?*
  • During a partial/complete shutdown, did you continue to pay for a portion of insurance for employees during the shutdown?
  • Did you receive other COVID-related stimulus, such as the Restaurant Revitalization Fund (RRF)?*

  • 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)
    • MOST CRITICAL: A spreadsheet (.xls, .xlsx, .csv) data file showing gross wages by employee by paycheck for all of 2020-2021
      • Note: As an alternative, you may grant us direct access to your payroll software
    • 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 (Form 3508, 3508S, or 3508EZ) 
    • 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:

    1. The above information is true, accurate, and complete to the best of my ability,
    2. 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,
    3. Any inaccuracy in the information above may lead to inaccurate credit calculation, and potential penalties/interest from the IRS,
    4. I agree to hold ERC Today harmless and not liable for any penalty that results from false or inaccurate information provided to ERC Today,
    5. 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
    6. I enter into this transaction in good faith to utilize the IRS code and tax credits as intended and allowed.

  • Client Name: *
    Title:   *   
    Date: Pick a Date*

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