What you’ll need
Get Started With ERC
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Once a client is on boarded, here are the following documents that will be needed. Our team of underwriters will be with you every step of the way to ensure an easy seamless datab gathering process.
- 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.