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Employee Retention Tax Credit Prequal
Employee Retention Tax Credit Prequal
This form is being created for ERTC calculation after input from client or clients accounting team
Name
Email
Phone number
Business Name
EIN
Were you in business after January 1 2019?
Yes
No
Did you experience a noticeable drop in revenue per quarter after COVID? (20% or more) *
Yes
No
Was your business founded after February 15,2020, and before December 31, 2021?
Yes
No
Were your 2020 Gross Receipts less than $1M?
Yes
No
Did your business operations become fully or partially suspended as a result of a government order (this includes capacity limitations)
Yes
No
For 2020, did your business experience a 50% reduction in quarterly receipts compared to the same quarter in 2019
Yes
No
Approximately, how many full-time employees did you have in 2019 (before the pandemic) across your company(ies)
Approximately, how many full-time employees did you have in 2021 across the company/companies?
Total Gross Revenue
Please list the total gross revenue (sales) for each quarter as outlined below
2019 Q1
(Required)
2020 Q1
(Required)
Number
2019 Q2
(Required)
2020 Q2
(Required)
Number
2019 Q3
(Required)
2020 Q3
(Required)
Number
2019 Q4
(Required)
2020 Q4
(Required)
Number
2021 Q1
(Required)
2021 Q2
(Required)
2021 Q3
(Required)
2021 Q4
(Required)
PPP Loan
Please answer the following questions about PPP Loans as it relates to your business. Please note: Obtaining a PPP loan does not disqualify you from ERTC.
Did you obtain PPP Loan?
(Required)
PPP1
PPP2
Both
None
PPP1 Loan Amount
PPP2 Loan Amount
Documents Needed
P&L’s broken down by Quarter for 2019, 2020 and Q1 2021 (reports must be the same accounting methods that is used to submit your tax return Ex: cash or accrual)
(Required)
Drop files here or
Select files
Max. file size: 50 MB.
941 filling Reports for all Quarters 2020 & 2021 (when available)
(Required)
Drop files here or
Select files
Max. file size: 50 MB.
Any Amended 941 Filings (if applicable)
Drop files here or
Select files
Max. file size: 50 MB.
Payroll Reports (in excel) for each Quarter 2020 & 2021 (when available)
Drop files here or
Select files
Max. file size: 50 MB.
Note: Q1 2020 Payroll Report should be 03/15/20 to 03/31/20 only
Statements (monthly for 2020 and 2021) from Health Benefits Insurance company breaking down individual employee benefit payments paid by company.
(Required)
Drop files here or
Select files
Max. file size: 50 MB.
All PPP forgiveness applications and any other forgiveness docs
Drop files here or
Select files
Max. file size: 50 MB.
Names of family members on payroll (if applicable)
Consent
(Required)
I certify that all information provided is true
