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ERC Substantiation Application
Partner
Partner Email
example@example.com
Call Center
Please Select
Yes
No
repIsReadOnly
Please Select
Yes
No
External ID
Fileshare ID
ERC Information
We need to understand information about the Employee Retention Credit you have already received.
Legal Name of Business
*
Does the business have a Tradename / DBA?
Yes
No
Tradename / DBA / Nickname
Please select the PRIMARY INDUSTRY in which your business provides services:
Please Select
Childcare
Construction
Education & Schools
Entertainment
Food & Beverage
Manufacturing
Personal Care Services (Salons, Barber Shops, Etc)
Religious Entities
Retail
Senior Home Care
Assisted Living, Long Term Care, or Related Facility
Other
If other, please specify:
Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Name of person answering these questions
*
Relationship to Business
*
Email
*
example@example.com
Phone Number
*
Who calculated your original ERC filing?
*
Please Select
Internal Accountant
Payroll Company
CPA
Third Party
N/A
Please provide the name of the Internal Accountant who calculated your original ERC filing:
Please provide the name of the Payroll Company who calculated your original ERC filing:
Please provide the name of the CPA who calculated your original ERC filing:
Please provide the name of the Third Party who calculated your original ERC filing:
What are your concerns with your credit?
What are you hoping to accomplish with our services?
Please indicate for each quarter in which you claimed the credit, whether you relied on the Governmental Orders or Revenue Reduction to meet eligibility requirements, and, if available, provide the corresponding value of the credit for each quarter.
Did you receive a credit?
How did you qualify?
How much did you receive?
2020 Q1
Yes
No
I don't know
Revenue Reduction
Governmental Orders (Full or Partial Suspension)
Governmental Orders (Supply Chain Disruption)
Recovery Startup Business
I don't know
2020 Q2
Yes
No
I don't know
Revenue Reduction
Governmental Orders (Full or Partial Suspension)
Governmental Orders (Supply Chain Disruption)
Recovery Startup Business
I don't know
2020 Q3
Yes
No
I don't know
Revenue Reduction
Governmental Orders (Full or Partial Suspension)
Governmental Orders (Supply Chain Disruption)
Recovery Startup Business
I don't know
2020 Q4
Yes
No
I don't know
Revenue Reduction
Governmental Orders (Full or Partial Suspension)
Governmental Orders (Supply Chain Disruption)
Recovery Startup Business
I don't know
2021 Q1
Yes
No
I don't know
Revenue Reduction
Governmental Orders (Full or Partial Suspension)
Governmental Orders (Supply Chain Disruption)
Recovery Startup Business
I don't know
2021 Q2
Yes
No
I don't know
Revenue Reduction
Governmental Orders (Full or Partial Suspension)
Governmental Orders (Supply Chain Disruption)
Recovery Startup Business
I don't know
2021 Q3
Yes
No
I don't know
Revenue Reduction
Governmental Orders (Full or Partial Suspension)
Governmental Orders (Supply Chain Disruption)
Recovery Startup Business
I don't know
2021 Q4
Yes
No
I don't know
Revenue Reduction
Governmental Orders (Full or Partial Suspension)
Governmental Orders (Supply Chain Disruption)
Recovery Startup Business
I don't know
I am not sure which quarters I got my funds:
True
False
If you are uncertain about the credits received for each quarter, what was the total amount of credits you received?
When was your credit claim filed?
-
Month
-
Day
Year
Date
Have you received the funds?
Yes
No
Have you received any letters from the IRS regarding your credit claim?
Yes
No
Have you amended your income tax returns to properly account for the credit?
Yes
No
Please upload your 941X documents that were filed or a document showing the original credit filing amounts, either in sum or by quarter
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Are there any other businesses in which you have an ownership interest?
*
Yes
No
Please answer the following for any other businesses that you have an ownership interest in.
Name of Business
Address
% of Ownership
Needs Substantiation?
Business 1
Yes
No
I'm not sure
Business 2
Yes
No
I'm not sure
Business 3
Yes
No
I'm not sure
Business 4
Yes
No
I'm not sure
Business 5
Yes
No
I'm not sure
Business 6
Yes
No
I'm not sure
Business 7
Yes
No
I'm not sure
Business 8
Yes
No
I'm not sure
Business 9
Yes
No
I'm not sure
Business 10
Yes
No
I'm not sure
Please select a day an time that works best for a member of our team to contact you.
Please select an alternate day an time that works best for a member of our team to contact you.
How did you hear about Figure?
*
Please Select
Figure Financial Representative
Social Media Platform
Other
Figure Financial Representative
First Name
Last Name
Figure Financial Representative Email
example@example.com
Social Media Platform
Other
Platform AG Office
Please Select
Platform IT Solutions
Platform Wealth Mgmt.
Platform Advisors (CAS)
Arbor Creek - North
Arbor Creek - West
Bay Landing - North
Pathlight
Ganze
Sierra View
Olympic Point
South City
JHS
Bayshore
Bay Landing - Fremont
Compass US (Salisbury)
Compass US (Bethesda)
Grand Vista
Riverfront
Harbor View
Hidden Valley
Bayshore LG
Black Mountain
Fraser Valley
Iron Creek
Emerald Mountain
Compass US (Annapolis)
WestRock
Walpole
Arkose
Hamilton Mercer
Platform Advisors (Specialty Tax)
PAG (Parent Company)
Platform CPAs
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