What you’ll need
Below is a list of documents that will be needed for the calculation of your Employee Retention Tax Credit.
- 2019, 2020 and 2021 gross sales by quarter
- Payroll data per employee quarter over quarter
- Group healthcare costs by quarter per employee.
- Copies of 941s for 2019,20 and 21
- Completed PPP loan forgiveness application
- List of any greater-than-50% owners
If you need any assistance or further clarification when gathering this information, (yes we know it’s complex and confusing that’s why we’re here)
please reach out to us and one of our advisors will be there to walk you through the steps.