ERC Document Checklist
Phase I
- Income Statements/Gross Receipts Support – For 2019, 2020, and 2021
- Annual Payroll Reports – By employee by check date for 2020 and 2021
Phase II
- PPP Forgiveness Applications – Round 1 and Round 2 (if applicable)
- Quarterly Form 941 Filings – 2019, 2020, 2021
- Business Tax Returns – 2019, 2020, 2021, 2022 (if filed already)
- Copy of ID, front and back
Phase I
- Income Statements/Gross Receipts Support – For 2019, 2020, and 2021
- Annual Payroll Reports – By employee by check date for 2020 and 2021
Phase II
- PPP Forgiveness Applications – Round 1 and Round 2 (if applicable)
- Quarterly Form 941 Filings – 2019, 2020, 2021
- Business Tax Returns – 2019, 2020, 2021, 2022 (if filed already)
Phase I
- Form 941-X Filings – For all eligible ERC quarters
- ERC Engagement Letter or Contract
- Shut Down Memo (if applicable)
Phase II
- Quarterly Profit & Loss – 2019, 2020, 2021
- Annual Payroll Report – 2020 and 2021
- Void or Cancelled Check – The check must match the bank statements
- Quarterly Form 941 Filings – 2019, 2020, 2021
- Business Tax Returns – 2019, 2020, 2021, 2022 (if filed already)
- PPP Forgiveness Applications – Round 1 and Round 2 (if applicable)
- Copy of ID, front and back
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