ERC Document Checklist
1. Federal Payroll Tax Returns for 2020 and 2021
Form 941 for 2020 & 2021 Quarterly Returns (8 documents).
2. Payroll Reports 2020 and 2021
Excel format preferred.
3. Gross Receipts by Quarter for 2019, 2020 & 2021
A Yearly P&L by month has this information.
4. Health Insurance Payments
Payments made on behalf of 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
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.