ERC Document Checklist

For businesses who need help filing for ERC and want cash for their ERC refund within days of filing with the IRS.

Phase I

1. Income Statements/Gross Receipts Support – For 2019, 2020, and 2021
2. Annual Payroll Reports – By employee by check date for 2021

Phase II

1. PPP Forgiveness Application(s) – If applicable
2. Quarterly Form 941 Filings – 2019 and 2021
3. Business Tax Returns – 2019, 2020, 2021, 2022
4. Copy of ID, front and back

For businesses who need help filing for ERC and want to wait for an IRS check to receive their refund.

Phase I

1. Income Statements/Gross Receipts Support – For 2019, 2020, and 2021
2. Annual Payroll Reports – By employee by check date for 2021

Phase II

1. PPP Forgiveness Application(s) – If applicable
2. Quarterly Form 941 Filings – 2019 and 2021
3. Business Tax Returns – 2019, 2020, 2021, 2022

For businesses who already filed ERC and want faster funding of their ERC claim.

Phase I

1. Form 941-X Filings – For all eligible ERC quarters
2. ERC Engagement Letter or Contract
3. Shut Down Memo (if applicable)

Phase II

1. Quarterly Profit & Loss – 2019, 2020, 2021
   
2. Annual Payroll Report – 2020 and 2021
3. Void or Cancelled Check – The check must match the bank statements
4. Quarterly Form 941 Filings – 2019, 2020, 2021
5. Business Tax Returns – 2019, 2020, 2021, 2022 (if filed already)
6. PPP Forgiveness Applications – Round 1 and Round 2 (if applicable)
7. Copy of ID, front and back