Fundable + Fundwise Self-Employed Tax Credit (SETC) Logo

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    By clicking the "I Agree" button, I acknowledge that I have read and agree to the Privacy Policy, Terms of Use, and the Electronic Record and Signature Agreement.

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  • Important Notice:


    The address you provide above will be used as the mailing address for your SETC refund check. If you meet the eligibility criteria, the IRS generally takes 3 – 5 months to process your application. To ensure the check reaches you without any complications, kindly provide an address where you intend to reside for the next 6 months. This will help guarantee accurate and timely delivery to the correct address.

  • For many business owners their 2019 self-employed income was higher than their 2020 self-employed income.  Since one of the limiting factors for the Self-Employed Tax Credit (SETC) is the level of the self-employed income, electing to choosing the 2019 self-employed income on Form SE from the 2019 return, if it is higher, would produce a better outcome.

  • Because you indicated that your were not self-employed for the periods 04/1/2020 through 03/31/2021, you would NOT QUALIFY for the Self-Employed Tax Credit (SETC) for 2020.

     

    Please click NEXT to determine if your qualify for the year 2021

  • Almost every American was negatively impacted by COVID-19 between the dates of 4/1/20 and 3/31/21.

  • As per IRS guidelines, you are NOT required to provide proof of a positive COVID-19 test or your COVID-19 status when submitting your filing. Instead, you are confirming IN GOOD FAITH that you experienced COVID-19, its symptoms, related illness, or quarantine, resulting in the inability to work and earn income. While no specific evidence is needed for filing, it's advisable to retain certain records for your records. These might include a positive COVID-19 test result, a healthcare provider's note about your positive test or symptoms, or documentation indicating quarantine. Also, remember that maintaining records of non-working days due to COVID-19 exposure or symptoms could be beneficial, such as data from your business software or bank statements reflecting the absence of sales deposits during that period. You can trust our simplified process to account for your circumstances accurately and fairly.

  • What dates did you sacrifice working in your business because you were subject to Federal, State, or local quarantine or isolation order(s) related to COVID-19, you had experiencing symptoms of COVID-19 and were seeking a medical diagnosis, had a COVID-19-related illness, or were advised by a healthcare provider to self-quarantine because you were exposed or affected by COVID-19?

  • Max credit available for this selection: Net Earnings reported on Client’s Schedule C divided by 260. The maximum claim amount allowed is capped at $511 per day X 10 days = $5,110

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  • The Max days able to be claimed under this sections is: 10

  • What dates did you sacrifice working in your business because you cared for someone else (ex: son, daughter, spouse, elder, other person) whom had COVID 19, had COVID 19 symptoms, a COVID 19 related illness or were told to quarantine because they were exposed or affected by COVID 19

  • Max credit available for this selection: Net Earnings reported on Client’s Schedule C divided by 260 X 67%. The maximum claim amount allowed is capped at $200 per day X 10 days = $2,000

     

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  • The Max days able to be claimed under this sections is: 10

  • What dates did you sacrifice working in your business because your son or daughter’s (under the age of 18 or a child with severe disabilities) school or daycare has been closed, or the childcare provider was unavailable due to COVID-19 precautions or experiencing any other substantially similar condition specified by the Secretary of Health and Human Services in consultation with the Secretaries of the Treasury and Labor?

     

    Note:  You should only list dates here if you listed a dependent on your tax return for the year 2020.

     

    Max credit available for this selection: Net Earnings reported on Client’s Schedule C divided by 260 X 67%. The maximum claim amount allowed is capped at $200 per day X 50 days = $10,000.  Please note the maxium number of day for this category is 50 for 2020.

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  • The Max days able to be claimed under this sections is: 50

  • Dates in this section should only be listed if you had minor dependent(s) (under the age of 18 or a child with severe disabilities) listed on your tax return for the year 2020.

  • 2019 Self-Employed Earnings

  • To find your 2019 self-employed income for taxes, check the 2019 Form 1040 Schedule SE, specifically 'Item 6 - Net Earnings From Self-Employment.' This is your total income before deductions, combining earnings from all your self-employed income.

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  • 2020 Self-Employed Earnings

  • To find your 2020 self-employed income for taxes, check your 2020 Form 1040 Schedule SE, specifically 'Item 6 - Net Earnings From Self-Employment.' This is your total income before deductions, combining earnings from all your self-employed income.

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  • Because you indicated that your were not self-employed for the periods 04/1/2021 through 09/30/2021, you would NOT QUALIFY for the Self-Employed Tax Credit (SETC) for 2021.

     

    Please click NEXT to determine if your qualify for any other year

  • Almost every American was negatively impacted by COVID-19 between the dates of 4/1/20 and 09/30/2021.

  • As per IRS guidelines, you are NOT required to provide proof of a positive COVID-19 test or your COVID-19 status when submitting your filing. Instead, you are confirming IN GOOD FAITH that you experienced COVID-19, its symptoms, related illness, or quarantine, resulting in the inability to work and earn income. While no specific evidence is needed for filing, it's advisable to retain certain records for your records. These might include a positive COVID-19 test result, a healthcare provider's note about your positive test or symptoms, or documentation indicating quarantine. Also, remember that maintaining records of non-working days due to COVID-19 exposure or symptoms could be beneficial, such as data from your business software or bank statements reflecting the absence of sales deposits during that period. You can trust our simplified process to account for your circumstances accurately and fairly.

  • What dates did you sacrifice working in your business because you were subject to Federal, State, or local quarantine or isolation order(s) related to COVID-19, you had experiencing symptoms of COVID-19 and were seeking a medical diagnosis, had a COVID-19-related illness, or were advised by a healthcare provider to self-quarantine because you were exposed or affected by COVID-19?

  • Max credit available for this selection: Net Earnings reported on Client’s Schedule C divided by 260. The maximum claim amount allowed is capped at $511 per day X 10 days = $5,110

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  •  - -

  • The Max days able to be claimed under this sections is: 10

  • What dates did you sacrifice working in your business because you cared for someone else (ex: son, daughter, spouse, elder, other person) whom had COVID 19, had COVID-19 symptoms, a COVID-19-related illness, subject to isolation orders due to COVID-19, or were advised by a health care provider to self-quarantine because they were exposed or affected by COVID-19?

  • Max credit available for this selection: Net Earnings reported on Client’s Schedule C divided by 260 X 67%. The maximum claim amount allowed is capped at $200 per day X 10 days = $2,000

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  • The Max days able to be claimed under this sections is: 10

  • What dates did you sacrifice working in your business because your son or daughter’s (under the age of 18 or a child with severe disabilities) school or daycare has been closed, or the childcare provider was unavailable due to COVID-19 precautions or experiencing any other substantially similar condition specified by the Secretary of Health and Human Services in consultation with the Secretaries of the Treasury and Labor?

     

    Note:  You should only list dates here if you listed a dependent on your tax return for the year 2021.

     

    Max credit available for this selection: Net Earnings reported on Client’s Schedule C divided by 260 X 67%. The maximum claim amount allowed is capped at $200 per day X 60 days = $12,000.  Please note the maxium number of day for this category is 60 for 2021.

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  • The Max days able to be claimed under this sections is: 60

  • Dates in this section should only be listed if you had minor dependents (under the age of 18 or a child with severe disabilities) listed on your tax return for the year 2021.

  • 2020 Self-Employed Earnings

  • To find your 2020 self-employed income for taxes, check your 2020 Form 1040 Schedule SE, specifically 'Item 6 - Net Earnings From Self-Employment.' This is your total income before deductions, combining earnings from all your self-employed income.

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  • 2021 Self-Employed Earnings

  • To find your self-employed income for taxes, check Form 1040 Schedule SE, specifically 'Item 6 - Net Earnings From Self-Employment.' This is your total income before deductions, combining earnings from all your self-employed income.

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  • The Self-Employed Tax Credit (SETC)

     

    Hooray!

    Based on the information provided, it looks like you could be getting back ${2020And} with the SETC program since your maximum earning potential was affected due to factors related to COVID-19.

     

    The following is how it breaks down;

     

    2020 ${04012020To}

    2021 ${04012021To}

     

    Here are your next steps:

     

    1.  You will receive an invite to our secure portal for communication purposes and for you to be able to upload the required documents for the necessary amendments to claim your returns

    2.  You will need to upload all of the required documents to our secure portal listed below
     

    3.  Sit back and relax; we'll do the rest and send you the amended return for your signature once completed.  The amendment will also be electronically filed as long as the original return(s) were electronically filed.  If the original return was not electronically filed or cannot be processed electronically, the amendment(s) will need to be filed by mail.

     

    Thank you for using Fundable & Fundwise Tax Solutions, a National Leader in the Tax Credits industry and Tax Prep Advocates

     

    Remember, Fundable & Fundwise Tax Solutions will help with any Tax Prep/Planning, Accounting, Business Funding, Entity Structuring/Planning and Business Coaching needs.

     

    Documents that will need to be uploaded to our portal to get started;

     

    1) Copy of a Current ID or Drivers License

     


    2) Dates of birth for the taxpayer, spouse, and all dependents

     


    3) A copy of your 2019 Form 1040 (Tax Return), including ALL schedules, if the 2019 Self-Employed Income is higher than 2020.  We would prefer one PDF file.

     


    4) A copy of your 2020 Form 1040 (Tax Return), including ALL schedules.  We would prefer one PDF file.

     


    5) A copy of your 2021 Form 1040 (Tax Return), including ALL schedules.  We would prefer one PDF file.

     


    Note:  Please upload the COMPLETE returns with ALL schedules.  Please remove any passwords BEFORE uploading.  Also, IRS return transcripts do not provide the same level of detail as the original returns.

     

     


    Please understand, that failure to upload the documents is the biggest delay in the processing of your case. We need your help to keep things moving!

     

     

     

     

     

  • The Self-Employed Tax Credit (SETC)

     

    Hooray!

    Based on the information provided, it looks like you could be getting back ${2020And} with the SETC program, since your maximum earning potential was affected due to factors related to COVID-19.

     

    The following is how it breaks down;

     

    2020 ${04012020To}

    2021 ${04012021To}

     

    Since your total refund is below $1,000, it may not seem that it makes sense to move forward with the amendment(s), and we get that.  That is why we have devised a reduced fee schedule to help you.

    Upper Range               Lower Range              Reduced Filing Fees

    $999                            $900                            $455

    $899                            $800                            $395

    $799                            $700                            $345

    699                              $600                            $295

    599                              $500                            $250

    499                              $400                            $220

     

    Below $400, it probably does not make sense for either of us.

     

    We are the only firm of our type willing to work with taxpayers like you with such a small refund amount.  We are willing to do this to earn your future tax preparation business for years to come.  We also are confident that you will want to refer dozens of your colleagues now that you have experience with the process.

     

    Here are your next steps to get started:

     

    1.  You will receive an invite to our secure portal for communication purposes and for you to be able to upload the required documents for the necessary amendments to claim your returns

    2.  You will need to upload all of the required documents to our secure portal listed below
     

    3.  Sit back and relax; we'll do the rest and send you the amended return for your signature once completed.  The amendment will also be electronically filed as long as the original return(s) were electronically filed.  If the original return was not electronically filed or cannot be processed electronically, the amendment(s) will need to be filed by mail.

     

    Thank you for using Fundable & Fundwise Tax Solutions, a National Leader in the Tax Credits industry and Tax Prep Advocates

     

    Remember, Fundable & Fundwise Tax Solutions will help with any Tax Prep/Planning, Accounting, Business Funding, Entity Structuring/Planning and Business Coaching needs.

     

    Documents that will need to be uploaded to our portal to get started;

    1.  You will receive an invite to our secure portal for communication purposes and for you to be able to upload the required documents for the necessary amendments to claim your returns

    2.  You will need to upload all of the required documents to our secure portal listed below
     

    3.  Sit back and relax; we'll do the rest and send you the amended return for your signature once completed.  The amendment will also be electronically filed as long as the original return(s) were electronically filed.  If the original return was not electronically filed or cannot be processed electronically, the amendment(s) will need to be filed by mail.

     

    Thank you for using Fundable & Fundwise Tax Solutions, a National Leader in the Tax Credits industry and Tax Prep Advocates

     

    Remember, Fundable & Fundwise Tax Solutions will help with any Tax Prep/Planning, Accounting, Business Funding, Entity Structuring/Planning and Business Coaching needs.

     

    Documents that will need to be uploaded to our portal to get started;

     

    1) Copy of a Current ID or Drivers License

     

     

    2) Dates of birth for the taxpayer, spouse, and all dependents

     

     

    3) A copy of your 2019 Form 1040 (Tax Return), including ALL schedules, if the 2019 Self-Employed Income is higher than 2020.  We would prefer one PDF file.

     

     

    4) A copy of your 2020 Form 1040 (Tax Return), including ALL schedules.  We would prefer one PDF file.

     

     

    5) A copy of your 2021 Form 1040 (Tax Return), including ALL schedules.  We would prefer one PDF file.

     

     

    Note:  Please upload the COMPLETE returns with ALL schedules.  Please remove any passwords BEFORE uploading.  Also, IRS return transcripts do not provide the same level of detail as the original returns.

     


     

    Please understand, that failure to upload the documents is the biggest delay in the processing of your case. We need your help to keep things moving!

     

     

  • No Self-Employed Income!

     

     Self-Employed Tax Credit (SETC) Outcome

     

    Based on the information provided, it looks like you will not be able to take advantage of the SETC program, due to the biggest limiting fact- Self-Employed Income.  You must have Self-Employed Income in either 2019, 2020, or 2021 to take advantage of the Self-Employed Tax Credit (SETC).


    Since you now have had the opportunity to go through the survey and see how it works, I would highly encourage you to reach out to other self-employed individuals to get them to take the survey to see how much they can get.  Remember, you can get paid just by helping other people get their refunds.

     
    Sorry, it did not work out for you!

     


    Remember, Fundable & Fundwise Tax Solutions will be here to help with any Tax Prep/Planning, Business Funding, Payroll, and Entity Structuring/Planning and Business Coaching needs.

  • No Qualifying Days!

     

    Self-Employed Tax Credit (SETC) Outcome


     

    Based on the information provided, it looks like you will not be able to take advantage of the SETC program, due to the lack of any qualifying days. You must have qualifying days in 2020, and/or 2021 to take advantage of the Self-Employed Tax Credit (SETC)


    Since you now have had the opportunity to go through the survey and see how it works, I would highly encourage you to reach out to other self-employed individuals to get them to take the survey to see how much they can get.  Remember, you can get paid just by helping other people get their refunds

     

     
    Sorry, it did not work out for you!

     


    Remember, Fundable & Fundwise Tax Solutions will be here to help with any Tax Prep/Planning, Business Funding, Payroll, and Entity Structuring/Planning and Business Coaching needs.

     

     

  • Submitting Your Application

  • Service Agreement

  • Scope of Work

    Fundwise + Fundable Partners (The Company) will determine eligibility and qualification for the Self-Employed Tax Credit (SETC). The client will provide the required financial records including tax returns & days impacted. The Company will use these records to determine eligibility. If eligible, the Company will calculate client potential SETC. The Company will fill out and file under clients' signature all appropriate IRS forms for SETC payments. The Company will review submitted client information and determine an eligible claim amount. The Company is not responsible for determining the accuracy of the previously filed returns(s) and this agreement is solely related to the Self-Employed Tax Credit submission. By clicking 'Submit,' I hereby attest and affirm that:All the information I have provided in this form, including the tax return documents, is accurate and complete to the best of my knowledge. I acknowledge that I must disclose to the Accounting firm if I have received a PPP loan based on Sick leave that was later forgiven and failure to do so will impact my eligibility and accuracy of credit filing. I understand and agree that this submission is being made in good faith and in accordance with all applicable laws and regulations.I acknowledge that I will be invoiced for 20% of the gross proceeds generated as part of the services and/or financial transactions associated with this submission. I understand that any intentional misrepresentation of information may result in legal penalties and/or disqualification from services provided by this platform.

  • Please upload your 2019, 2020 & 2021 tax returns to submit. Please agree to the terms below to continue.

  • Please upload your complete filed tax returns.THESE MUST BE THE FULL RETURN, NO WATERMARKS LIKE "DRAFT' OR REDACTED. THE IRS REQUIRES THESE TO BE SUBMITTED WITH YOUR CLAIM.
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  • What is HUSL Money Platform?

    HUSL Money is an advanced, first-of-its-kind platform designed by tax experts to assist self-employed individuals (independent contractors, gig workers, freelancers, etc.) As we move forward with amending your tax return and filing for your Self-Employed Tax Credit, it's imperative to understand the role of HUSL in this process. HUSL is not just a tool for accuracy and compliance; it also offers audit protection, and both HUSL and our services are tax-deductible, making this a cost-effective solution for you. Comprehensive Record-Keeping: Using HUSL’s platform allows for precise tracking and organizing of your financial transactions, crucial for your Self-Employed Tax Credit claim. Accuracy and Efficiency: HUSL’s precision is key in reducing errors and accurately calculating your tax credits. Audit Protection: HUSL provides robust audit protection, ensuring your financial records are comprehensive and compliant. Audit Readiness: In the event of an audit, HUSL ensures a clear, detailed financial trail, demonstrating compliance with tax laws. Maximizing Your Benefits: HUSL assists in identifying all eligible expenses and credits, maximizing your potential benefits. Tax-Deductible Advantage: An important aspect to note is that both HUSL and our services are tax-deductible. This means that the cost of using HUSL, as well as our professional fees, can be deducted on your tax return, effectively reducing the overall cost to you.Incorporating HUSL into our tax amendment process is a strategic decision that safeguards your financial interests while being cost-effective.

  • HUSL Audit Representation

    You will receive a 60-day trial membership to HUSL (this “Program”) provided by Fundabl. Your membership in this Program will be governed by the Agreement between you and Fundwise. You can see the full terms of that Agreement here. After your 60-day trial you will be required to maintain your Membership in this Program may include the following services :Consultation regarding taxing authority correspondence from a specific Case Resolution Specialist (“CRS”) who is appropriately qualified or credentialed and who will be primarily responsible for your case.Document review, collection, and organization from the CRS. If necessary to respond, the CRS will identify documents that need to be collected, assist with organization of the documentation, prepare a professional response portfolio, and review and discuss it with you before sending it to the taxing authority.Written correspondence with taxing authorities. If necessary, the CRS will draft letters and other written correspondence on your behalf, as needed, to respond to inquiries or demands from a taxing authority.Conferences and Hearings with Taxing Authorities. The CRS will attend the conference or hearing on your behalf to act as your advocate before the taxing authority.

  • Compensation Agreement

    The Company will charge the Client for the Services as follows (the "Compensation") $600 minimum fee or 20% of the Self-Employed Tax Credit awarded by the IRS whichever is greater. Upon completion of the necessary schedule amendments the client must sign and then return signed documents via prepaid UPS label. If the client does not return signed agreements within 15 days, the minimum fee above becomes due for the work completed. If later signatures are received, then client will receive a credit against the final invoice. Invoices submitted by the Company to the Client are due within 10 days of SETC funds being approved and processed by the IRS. (IRS currently lists 16-20 weeks as average processing time) The Company will not be reimbursed for any expenses incurred in connection with providing Agreement if the Client fails to qualify for SETC.

  • ACH

    The Client will provide the Company with ACH information in the Agreement for Company to charge the account for the agreed Compensation if not remitted after 10 days of receipt as stated in the terms. Please Note: Please provide the account information where you want your SETC Tax Credit Refund deposited.

  • Terms of Agreement

    The term of this Agreement (the ''Term") will begin on the date of this Agreement and will continue until the completion of the Services, subject to earlier termination as provided in this Agreement extended with the written consent of the Parties.
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