Did you operate under a full or partial shutdown order?
*
Yes - Full
Yes - Partial
No
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How many W-2s were issued in 2021? (Both Full Time and Part Time)
Less than five
Five or more than five
How many W-2s were issued in 2020? (Both Full Time and Part Time)
Less than five
Five or more than five
Business Name
*
Industry
Accommodation
Accommodation and Food Services
Administrative and Support Services
Administrative and Support and Waste Management and Remediation Services
Agriculture, Forestry, Fishing and Hunting
Air Transportation
Ambulatory Health Care Services
Amusement, Gambling, and Recreation Industries
Animal Production
Apparel Manufacturing
Arts, Entertainment, and Recreation
Bar
Beverage and Tobacco Product Manufacturing
Broadcasting (except Internet)
Building Material and Garden Equipment and Supplies Dealers
Chemical Manufacturing
Clothing and Clothing Accessories Stores
Computer and Electronic Product Manufacturing
Construction
Construction of Buildings
Contractor
Couriers and Messengers
Credit Intermediation and Related Activities
Crop Production
Data Processing, Hosting, and Related Services
Education and Health Services
Educational Services
Electrical Equipment, Appliance, and Component Manufacturing
Electrician
Electronics and Appliance Stores
Fabricated Metal Product Manufacturing
Finance and Insurance
Financial Activities
Fishing, Hunting and Trapping
Food Manufacturing
Food Services and Drinking Places
Food and Beverage Stores
Forestry and Logging
Funds, Trusts, and Other Financial Vehicles
Furniture and Home Furnishings Stores
Furniture and Related Product Manufacturing
Gasoline Stations
General Merchandise Stores
Goods-Producing Industries
Health Care and Social Assistance
Health and Personal Care Stores
Heavy and Civil Engineering Construction
Hospitals
HVAC - Heating, Ventilation, and Air Conditioning
Information
Insurance Carriers and Related Activities
Internet Publishing and Broadcasting
Leather and Allied Product Manufacturing
Leisure and Hospitality
Lessors of Nonfinancial Intangible Assets (except Copyrighted Works)
Machinery Manufacturing
Management of Companies and Enterprises
Manufacturing
Merchant Wholesalers, Durable Goods
Merchant Wholesalers, Nondurable Goods
Mining (except Oil and Gas)
Mining, Quarrying, and Oil and Gas Extraction
Miscellaneous Manufacturing
Miscellaneous Store Retailers
Monetary Authorities - Central Bank
Motion Picture and Sound Recording Industries
Motor Vehicle and Parts Dealers
Museums, Historical Sites, and Similar Institutions
Natural Resources and Mining
Nonmetallic Mineral Product Manufacturing
Nonstore Retailers
Nursing and Residential Care Facilities
Oil and Gas Extraction
Other Information Services
Other Services (except Public Administration)
Painter
Paper Manufacturing
Performing Arts, Spectator Sports, and Related Industries
Personal and Laundry Services
Petroleum and Coal Products Manufacturing
Pipeline Transportation
Plastics and Rubber Products Manufacturing
Plumber
Postal Service
Primary Metal Manufacturing
Printing and Related Support Activities
Private Households
Professional and Business Services
Professional, Scientific, and Technical Services
Publishing Industries (except Internet)
Rail Transportation
Real Estate
Real Estate and Rental and Leasing
Religious, Grantmaking, Civic, Professional, and Similar Organizations
Rental and Leasing Services
Repair and Maintenance
Restaurant
Retail Trade
Roofer
Scenic and Sightseeing Transportation
Securities, Commodity Contracts, and Other Financial Investments and Related Activities
Service-Providing Industries
Social Assistance
Specialty Trade Contractors
Sporting Goods, Hobby, Book, and Music Stores
Support Activities for Agriculture and Forestry
Support Activities for Mining
Support Activities for Transportation
Telecommunications
Textile Mills
Textile Product Mills
Trade, Transportation, and Utilities
Transit and Ground Passenger Transportation
Transportation Equipment Manufacturing
Transportation and Warehousing
Truck Transportation
Utilities
Warehousing and Storage
Waste Management and Remediation Services
Water Transportation
Wholesale Electronic Markets and Agents and Brokers
Wholesale Trade
Wood Product Manufacturing
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First Name
*
Last Name
*
Email
*
Contact Phone Number
*
Office Number
Step 1: Determining Your Eligibility
In just a few minutes we'll be able to tell you about how much money you qualify to receive back with the Employee Retention Tax Credit. You are welcome to guess-timate the answers in this calculator, but remember - the more accurate the information you provide the more accurate your estimate will be. After you receive your estimate you will have the option to allow us to help you file for this refund - there's no fee or committment to find out how much money the government owes you! Our first step is to assess whether you qualified for the Employee Retention Tax Credit in either of 2020 or 2021. Your eligibility for both years is based on the following two questions as they related to 2019.
Was your business operational as of January 1, 2019?
Yes
No
How many Full Time Employees did you average for each month that you were operational in 2019?
1 to 100 employees
101 to 500 employees
501 or more employees
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Full Time Employees is defined as employees working at least 30 hours per week or 130 hours for the full month.
Approximately how many W-2 employees did you have at the end of 2020?
Is your business a restaurant or does the taxpayer who owns this business also own a restaurant?
Yes
No
There are two criteria by which you can qualify for ERTC. This first question alone does not disqualify you.
Select all periods that your business was partially or fully suspended due to governmental orders:
Any of 2020
Q1 2021
Q2 2021
Q3 2021
We Never Limited Our Operations
Step 2: Gross Receipts Test
Even if your operations were not suspended due to governmental orders, you can still qualify based on experiencing a decline in gross receipts (even if that decline has nothing to do with COVID-19).
Did any quarter of 2020 have a decline in Gross Receipts of 50% or more compared to the same quarter in 2019?
Yes
No
Did Q4 of 2020 have a decline of 20% or more compared to Q4 of 2019?
Yes
No
Did Q1 of 2021 have a decline of 20% or more compared to Q1 of 2019?
Yes
No
Did Q2 of 2021 have a decline of 20% or more compared to Q2 of 2019?
Yes
No
Did Q3 of 2021 have a decline of 20% or more compared to Q3 of 2019?
Yes
No
Payroll Protection Program (PPP) Loans Received
Did you receive a PPP Loan in 2020?
Yes
No
Did you receive a PPP Loan in 2021?
Yes
No
Qualifying Wages
What was your total payroll for 2020? This does not include 1099 contractors. You are welcome to estimate this figure. For a more precise calculation, use the wages on your Form 940 or your W-3. Pro Tip: Your payroll provider should have these readily available.
Approximately what percentage of your employees make the equivalent of more than $19/hr? This number doesn't have to be exact. But again, the more precise, the closer our estimation.
Compensation Range
Estimating the best that you can... what range of annual pay most closely reflects your employees that make over $40,000 per year?
$45,000 to $50,000
$70,000 to $75,000
$95,000 to $100,000
$125,000 to $130,000
More Than $130,000
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While there will certainly be outliers and senior management positions will make more - we're just trying to get a ballpark figure on the "average" for employees making over $40,000 per year. Just do the best you can. This is only an estimation and when we actually perform these calculations for audit support, these credits are calculated with precision at the employee level.
Aggregation Consideration
Does anyone owning MORE THAN 50% of this business also own MORE THAN 50% of another business?
Yes
No
For purposes of this question, you must consider spouses to have constructive ownership with each other. Therefore, if a husband owns 51% of one business and a wife owns 51% of a different business, then they should both be considered to own 51% of both businesses.
If this business is a partnership, do any combination of 5 or fewer owners who collectively own 80% or more of this business ALSO own 80% or more of another business?
Yes
No
We are looking for COMMON OWNERSHIP here so this only applies if the same group owns both businesses.
Final Question
Are you completing this for a client?
Yes, I am completing this for my client.
No, I am completing this for my business.
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