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Employee Retention Credit - Eligibility Test

This form will help us determine which quarters, if any, you are eligible to receive the employee retention credit. This form is intended to be sent to your accountant, and should not be used in lieu of advice from your tax advisor.

General Overview

Please fill in the information above to hear back from one of our specialists, or continue to the questions below to check your eligibility and get started with the ERC today.

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PPP Questions

For this to apply, you must meet 3 tests: 1. The orders have to come from the federal government, or a state or local government that has jurisdiction over the business. 2. The orders have to limit commerce, travel, or group meetings due to COVID-19; and 3. The orders must affect an employer’s operation of its trade or business. See this article for a further discussion of shutdown eligibility.

About Your Business
2021 Gross Receipts

Gross receipts are your total sales less returns and allowances. It also includes interest, dividends, rents, royalties and gains on sales of assets. It should NOT be reduced by cost of goods sold. We are awaiting rules to determine what method of accounting should be used, cash, accrual or otherwise. For now, simply use the method of accounting that is used on your tax reporting. For most taxpayers that is "Cash Basis".

2020 Gross Receipts
2019 Gross Receipts

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