Congratulations!

You qualify for an amazing tax credit. The best part? It’s money you’ve already spent on taxes during these periods discussed ! Your friends at JW Tax and Consulting will be in touch soon to provide an estimate. Please be prepared with the following information:

  • Total Gross Revenue by Quarter
  • PPP Loan Amount and terms (if applicable)
  • 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
  • 941 filling Reports for all Quarters 2020 & 2021 (when available)
  • Any Amended 941 Filings (if applicable)
    • Note: Q1 2020 Payroll Report should be 03/15/20 to 03/31/20 only
  • All PPP forgiveness applications and any other forgiveness docs
  • Statements (monthly for 2020 and 2021) from Health Benefits Insurance: Individual employee benefit payments paid by company
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