Employee Retention Credit (ERC) | Document Requirements

One of the most important aspects to examine when applying for the Employee Retention Credit (ERC) is the documentation to support your claim to the credit.

Our team has assisted many clients since March of 2020 to aid in proper documentation in the application process. In the June session of our ERC Monthly Update series, we will cover:

Learning Objectives:

  • Discuss required documentation when applying for ERC

  • Learn the importance of documentation during the process

  • Share insights from previous client experience on how to avoid documentation mistakes

 

 

Employee Retention Credit (ERC) | Service Model

The impacts of COVID-19 greatly effected nearly industry and the ERC was designed to help these industries emerge strong from the pandemic.

Our ERC team has worked with a variety of industries and how government mandates that caused their businesses to shut down and qualify for ERC.

Industries covered during this webinar include:

  • Auto Dealerships
  • Educational Institutions
  • Churches and Religious Organizations
  • Technology Companies
  • Industrial Manufacturing
  • Healthcare and Medicine

 

Employee Retention Credit (ERC) | IRS Update

The IRS has regularly released guidance and frequently asked questions (FAQs) around issues they have seen surrounding ERC.

Our ERC team shares the latest updates on IRS guidance and what you should be aware of.

Learning Objectives:

  • Discuss latest IRS guidance on ERC

  • Learn how to best work with the IRS during the application process

  • Examine recent court case with the IRS on what to avoid during the ERC application process

Employee Retention Credit (ERC) | Avoiding Scams

There has been an increase in third-party consultants advertising their ERC services through various media advertisements that are not properly documenting or following processes when applying for the credit.

Applying for the ERC with one of these firms could put you and your organization at risk.

Learning Objectives:

  • How to determine a reputable firm to work with when claiming the ERC

  • Learn about IRS guidance to not ignore when applying for ERC

  • Discover what qualifies you for ERC