ERC Document Checklist

Prepare the following documents to expedite your ERC application process.

The NEWITY team can help assess your eligibility and ERC calculation with just a few documents:

  1. Income Statements / Gross Receipts Support*
  2. Annual Payroll Detail*
  3. PPP Forgiveness Applications, if applicable
  4. Form 941
  5. Business Tax Returns

Please note: if you were not in business for all three years but were still impacted by restrictions, you may still be eligible.

*These documents must be included in your ERC application to be submitted to NEWITY. You may bypass the other noted documents, but they will be required to finalize your ERC calculation to submit to the IRS.  

Get started Today

Click Apply Now to submit your ERC application and determine your eligibility and refund amount.

To qualify for an SBA 7(a) small business loan, your business must be:

  1. U.S.-based and operated
  2. Owner supported / owner funded
  3. Eligible per the SBA’s requirements

Your loan amount will determined by the business’ average annual revenue, FICO score, and years in business