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ERC Docs
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ERC Document Checklist

1. Federal Payroll Tax Returns for 2020 and 2021

Form 941 for 2020 & 2021 Quarterly Returns (8 documents).

2. State Payroll Tax Returns for 2020 and 2021

New York Applicants: Form NYS-45 for 2020 & 2021 NY-45 Quarterly Returns (8 documents).

3. Gross Receipts by Quarter for 2019, 2020 & 2021

A Yearly P&L by month has this information.

4. Health Insurance Payments

Payments made to Employees in 2020 and 2021 may be recoverable.

5. Owner Information

Provide the names of all owners and ownership percentage. Also, provide a list of any employees to any owner related (spouse, parents, children, cousins, in-laws, etc.).

6. PPP Loans

If your company received PPP assistance, provide documentation of forgiveness and allocation of funds, including Form 3508.

7. How Was Your Business Affected by the Pandemic?

Explain how business operations were modified to accommodate a COVID-19 related government order.

UPLOAD TO SECURE DOCUMENT PORTAL

LINK to PORTAL: https://realpartner.sharefile.com/r-r4d4f5ebdf98548cfafec98600770bbd6 

RealPartner's Six Steps to ERC Success!

STEP 1: Opening

Applicant e-signs the RealPartner ERC agreement.

STEP 2: Processing

Applicant uploads the required documents to RealPartner's Secure Portal.

See below for ERC Required Documentation.  

LINK to PORTAL: https://realpartner.sharefile.com/r-r4d4f5ebdf98548cfafec98600770bbd6

STEP 3: Underwriting

RealPartner ERC underwriting team reviews your completed application to maximize your refund. This may take up to 5 to 7 business days.

STEP 4: Closing

Applicant receives and e-signs the ERC Closing Documents including the calculated amount of Applicant's ERC refund and other information. RealPartner files ERC paperwork with the IRS.

STEP 5: Funding

The IRS mails Applicant a check for the ERC. RealPartner's success based contingency fee is due and payable upon receipt and clearance of funds.

STEP 6: Post-Funding

RealPartner provides Applicant with an ERC Audit Package containing essential calculations, documentation, and information needed for proper business accounting and ERC Audit Protection.

Complete this Form to Submit Documents

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