ERC Specialists

Did you pay any W2 wages in 2020 or 2021?

The ERC credit is calculated as a percentage of W2 wages paid, 1099 wages do not qualify. Note: The wages of majority owners (over 50%) and their immediate relatives (even if paid W2) don't qualify for the ERC program. Wages for all other W2 employees still qualify. *

Yes

Select the answer below. *

Before Feb 15th 2020

After Feb 15th 2020

Has your business had over $1 million in gross receipts annually?

Select the answer below. *

Yes

A full-time employee is classified as someone that worked at least 30 hours per week, or 130 hours per month in 2019. Remember, this question is based on the average amount of employees during 2019.

IMPORTANT: The IRS aggregate rule requires majority owners (over 50%) to combine the FT employee counts of all companies they were majority owners in during 2019 for this question.

Example: The business owner was the majority owner of ABC Company, which averaged 50 FT employees in 2019. The same business owner was also the majority owner of 123 Company, which averaged 75 FT employees in 2019. According to the aggregate rule, the employee count of both companies must be combined for the ERC program. Although both companies can be entered for the program, they would both be classified as over 100 employees.

Select your answer below. *

My business averaged less than 100 full-time employees in 2019

My business averaged over 100, but under 500 full-time employees in 2019

My business averaged over 500 full-time employees in 2019

Were your gross receipts (total deposits) for at least one quarter in 2020 less than 50% of your gross receipts for the same quarter in 2019?

Example: Q3 of 2020 had less than 50% of gross receipts as Q3 of 2019. *

Yes

Which quarters were you down 50% of gross compared to 2019 levels?

Select the quarters below. *

Did your gross receipts get back to 80% of 2019 pre-COVID levels?

Example: In any quarter of 2020 did your gross receipts return to 80% of pre-COVID levels? *

Yes

Which quarters did your gross receipts get back to 80% of 2019 levels of the same quarter?

Select the quarters below. *

In 2020, how many full-time W2 employees did you average?

We use these employee counts to provide an estimate of your possible credit upon qualification. The employee count entered will have no impact on your qualification. *

2021 - Q1 Revenue Qualifier

The 2021 credits are the largest in the ERC program with up to $7,000 per employee per quarter. Please answer which qualifications apply to your business.

Make your selection below. *

My Q1 2021 gross revenue was 20% lower than Q1 2019 (or Q1 2020 if not in business in Q1 2019)

This does not apply to my business

2021 - Q1 Alternative Quarter Revenue Qualifier

Since you did not have a 20% revenue reduction in Q1 2021 as compared to Q1 2019, you can utilize the previous quarter to potentially qualify. Were your Q4 2020 gross revenues 20% lower than your Q4 2019 gross revenues?

Make your selection below. *

Yes

2021 - Q2 Revenue Qualifier

The 2021 credits are the largest in the ERC program with up to $7,000 per employee per quarter. Please answer which qualifications apply to your business.

Make your selection below. *

My Q2 2021 gross revenue was 20% lower than Q2 2019 (or Q2 2020 if not in business in Q2 2019)

This does not apply to my business

2021 - Q3 Revenue Qualifier

The 2021 credits are the largest in the ERC program with up to $7,000 per employee per quarter. Please answer which qualifications apply to your business.

Make your selection below. *

My Q3 2021 gross revenue was 20% lower than Q3 2019 (or Q3 2020 if not in business in Q3 2019)

This does not apply to my business

In 2021, how many full-time W2 employees did you average?

We use these employee counts to provide an estimate of your possible credit upon qualification. The employee count entered will have no impact on your qualification. *

First Name *

Last Name *

Phone *

Email *

Name of Referrer (if any)

Job Title *

Company Name *

Company Address *

City *

State *

Zip Code *

Optional - Email of the individual that handles your payroll. (We will email them a copy of your document upload link)

What Industry are you in?

Qualifying Questions

If you have multiple companies to qualify, please input and qualify each company separately.

If you have multiple companies to qualify, please input and qualify each company separately.

2021 - Q1 Revenue Qualifier

2021 - Q1 Alternative Quarter Revenue Qualifier

2021 - Q2 Revenue Qualifier

2021 - Q3 Revenue Qualifier

About Payological & ERC Specialists

Payological is a business product & marketing division and ERC Specialists is the specialty payroll company exclusively dedicated to understanding and maximizing the CARES Act Employee Retention Credit (ERC) for small businesses affected negatively by COVID 19.

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