Group Filer Information Guide
We are an ERTC filing company that is looking to partner with you and to be your outsourced ERTC partner. What makes ERTCFiling the premier Employee Retention Tax Credit company? There are several reasons.
You know how important it is to help businesses you represent take advantage of tax credits and incentives that can save them money. The ERTC is being hailed as one of the largest tax benefits for business, but many small business owners and tax preparers may not have the time or resources to navigate the complex requirements and filing procedures.
That’s where ERTCFiling comes in. We specialize in ERTC qualifying and filing services for small business owners and charge a flat rate which has equated to less than 2% of the tax credit our clients have received. Our competitors typically charge anywhere between 15-25% for similar services. How do we do it? We have created our own proprietary ERTC software which helps streamline the process and eliminates errors so that businesses are audit-proof through the filing process.
Partnering with ERTCFiling can help you provide additional value to your clients. We are committed to ensuring that businesses receive the maximum tax refunds available to them, all while ensuring accurate filings.
As an ERTC focused company, we can provide you with information and guidance on the ERTC requirements and eligibility criteria, as well as assist with the preparation of the necessary forms and documentation.
Thank you for considering this partnership opportunity. Please feel free to contact us if you have any further questions or would like to discuss this further.
1. MEET THE TEAMMeet some of our ERTC experts that work exclusively with group filing clients.
2. ERTC 5 STEP PROCESSStep by step guidance on how to receive your ERTC refund.
3. WHAT IS A GROUP FILERWhat the difference is being a Group Filer vs a Live Filer and the next steps to become a Group Filer.
4. CLIENT CHECKLISTList of documents we need you to provide us to complete the filing process.
5. FAQSMost asked questions regarding ERTC and the filing process.
6. PRICING MATRIXPricing matrix for each eligible period based on the number of employees.
7. LINKS TO RESOURCESLinks to reputable sources covering all aspects of ERTC.
8. CLIENT TESTIMONIALSSee what our clients are saying about us.
9. LETS GET STARTEDWelcome to the ERTC Filing family! Additional contact information can be found here.
WHO WE ARE
Managing Partner, MBA
Group Filing Coordinator
Our team of friendly, fast, & knowledgeable ERTC Filing experts, is excited to work with you. We have created a smooth, streamlined Employee Retention Tax Credit process that has provided hundreds of millions in cash assistance to small businesses at a fraction of the cost of our competitors.
Partnering with small businesses, their owners and employees by creating the most accessible ERTC opportunities.
ERTC 5 STEP
STEP 1: DOCUMENT SUBMISSIONUpload all requested documents including the completed client spreadsheet to the Dropbox link that was provided upon intake.
STEP 2 : ELIGIBILITY DETERMINATION AND DOCUMENT REVIEWAfter we receive all the needed documents for companies who want to receive ERTC and the completed spreadsheet, we will sort through everything to determine each companies’ eligibility for ERTC per quarter. If we are missing any documents or have any additional questions, we will reach out to you.
STEP 3 : DATA PROCESSINGOnce eligibility has been determined for each company and correct forms are received, we will calculate refunds and populate final forms that include ERTC for 1-2 companies to start. Estimated completion time 3-5 days.
STEP 4 : REFUND AMOUNTS AND FINAL FORMSAfter we have completed a multi-step review and finalized forms, we will send you an email for each company with the ERTC refund amounts broken down by quarter and attached final forms. For the first 1-2 companies we process for you, we prefer to schedule a follow-up call to go over any questions you may have about the forms and how to file them with the IRS.
STEP 5 : INVOICE AND PAYMENTInvoices are emailed to you on the same day you receive refund amounts and final forms. Payment can be submitted by either you or your client, via credit or debit card through the invoice. It is our typical policy in our Live Filing Department not to release documents until payment is received on a live zoom call. In order to expedite processing we will release documents with the understanding that invoices are paid within a few days, no more than 1 week after the final forms and invoice was sent.
WHAT IS A
As a Group Filer you work directly with our Group Filing Coordinator, communicating via phone or e-mail. Your client relationship stays between you and your client as you provide us with all required information and documents.
- Schedule a FREE 30-minute consultation.
- During the consultation a support staff member will determine if your companies qualify for ERTC, and what department is best suited for your needs within our company.
- If it seems you are best suited for Group Filing, you will be transferred to our group filing coordinator to complete the screening process and finalize which department will help with your ERTC needs.
- If it is determined you fall into the Group Filing category, you will be sent an email outlining all the documents needed, our filing process, a spreadsheet requesting information and a secure Dropbox link to upload the documents to.
GROUP FILER REFERRAL BONUS PROGRAM
Who is eligible to receive this referral bonus?
What is a Group Filer?
• Has a minimum of 5 ELIGIBLE EINs to file for ERTC
• Works directly with us (we are not in contact with their clients)
**This excludes quarters that receive other discounts of any kind
WHAT WE NEED FROM YOU
☐ 941s 2020 Q2 – 2021 Q4
☐ 941-Xs (if applicable) 2020 Q2 – 2021 Q4
☐ Employee quarterly Gross Payroll 2020 Q2 – 2021 Q4
☐ Group Medical (If applicable) 2020 Q2 – 2021 Q4
☐ Gross Revenue 2019 Q1 – 2021 Q4
☐ Client Information Spreadsheet (provided upon intake)
• Please provide payroll reports that shows total gross (pre-tax) payroll by employee, by quarter.
• Please upload all the requested documents to the Dropbox link we sent to you. (Link is provided upon intake)
What is the Employee Retention Tax Credit?The Employee Retention Tax Credit (ERTC) is a refundable tax credit for businesses that continued to pay employees while suspended due to the COVID-19 pandemic, had significant declines in gross receipts from March 13, 2020 to Sept. 30, 2021, or are considered a Recovery Startup business.
Who is an Eligible Employer?An employer is eligible for the ERC if they:
- Sustained a full or partial suspension of operations limiting commerce, travel or group meetings due to COVID-19 and orders from an appropriate governmental authority or
- Experienced a significant decline in gross receipts during 2020 or the first three quarters of 2021 or
- Count as a recovery startup business in the last two quarters of 2021.
My CPA said I do not qualify because I do not have a decrease in revenue. Is this true?No, as outlined above, there are 3 separate ways to qualify for the ERTC. Revenue decrease is just one of the three ways. Because the IRS has changed their guidance on the ERTC there has been a lot of confusion and therefore misinformation about this program.
What are some examples of mandates and restrictions that would qualify my companies?
- Limitation of an employer’s customer/store capacity.
- An employer’s suppliers are unable to make deliveries of critical goods or materials due to a governmental order that causes the supplier to suspend its operations.
- An employer is required to move to an “online format” or “telework” that results in the operations of the business not continuing in a comparable manner as if the business were open regularly.
- An employer’s workplace is closed by a governmental order for certain purposes, but the employer’s workplace may remain open for other purposes or the employer is able to continue certain operations remotely.
- An employer that reduces its operating hours.
- Employers that operate a trade or business in multiple locations and are subject to state and local governmental orders limiting operations in some, but not all, jurisdictions.
- ***Mask mandates are NOT a qualifying factor for ERTC.
When does the refund arrive?The refund will be sent in the form of a check for each quarter directly from the IRS to the address listed on the business 941-X form that you mail in. The turnaround time for the IRS to send the refund is approximately 4-8 months.
When is payment due?Payment is due upon receipt of final forms. Invoices are emailed to you on the same day you receive refund amounts and final forms. Payment can be submitted by either you or your client, via credit or debit card, through the invoice. It is our typical policy in our Live Filing Department to not release documents until payment is received. However, to expedite processing in our Group Filing Department, we will release documents with the understanding that invoices are paid within a few days of receipt, no more than 1 week after the final forms and invoice are sent.
What final forms will I receive?
- 941 “As Amended”
- Worksheet 1 or 4
- Employee Eligible Wages Breakdown
How am I protected against an IRS audit?On March 7th, 2023 the IRS released the following notice: https://www.irs.gov/newsroom/irs-issues-renewed-warning-on-employee-retention-credit-claims-false-claims-generate-compliance-risk-for-people-and-businesses-claiming-credit-improperly. In this notice the IRS warns all business preparers to avoid filing with ERC preparers that charge a percentage of the refund received by a company. It was found that these companies are often times engaging in predatory practices of price gouging and negligent over-filing where businesses are filing for more ERC credit than they are due. It is for this reason that ERTC Filing made the decision early on to charge a flat fee for services that was not dependent on the refund the business received. This practice helps to avoid the potential for overfilling. Furthermore, ERTC Filing provides specific steps to help avoid audit complications including providing all businesses with specific breakdown for eligible wages and eligible medical used in the calculations for ERTC. Furthermore, at the end of every filing the specific rules that qualified that business for their ERTC will be provided including any mandate that qualifies a business under the partial or full shutdown rules.
What is a “significant decline in gross receipts”?A significant decline in gross receipts begins with the first calendar quarter in 2020 in which an employer’s gross receipts are less than 50 percent of its gross receipts for the same calendar quarter in 2019. The significant decline in gross receipts ends with the first calendar quarter that follows the first calendar quarter in which the employer’s 2020 quarterly gross receipts are greater than 80 percent of its gross receipts for the same calendar quarter in 2019, or with the first calendar quarter of 2021. For Jan. 1, 2021, through Sept. 30, 2021, a significant decline in gross receipts means a calendar quarter in 2021 where gross receipts are less than 80% of gross receipts for the same calendar quarter of 2019, and the following quarter.
How do I get a status update from the IRS on the ERTC?You can call the IRS directly at (800) 829-4933, option 3. Please note when calling the IRS you may be on hold for extended periods of time.
Does ERTCFiling.com submit my ERTC forms to the IRS for me?No, we are a software as a service company, meaning we populate the forms you need to send to the IRS with the correct ERTC amounts for each quarter your company is eligible. You will need to send the final forms to the IRS directly by mail separately per quarter.
Can I still receive ERTC if I received a Paycheck Protection Program (PPP) loan?Yes, but not for the same wages. The amount of qualified wages for which an eligible employer may claim the ERTC does not include the amount used for forgiveness of the Paycheck Protection Program (PPP). You may however use funds received from the Paycheck Protection Program (PPP) as long as those funds are not included in the amount used for forgiveness. (The IRS has not updated their FAQ section for this subject. For reference from the IRS on rules related to obtaining both the PPP and ERTC see IRS Notice 2021-20).
What if my company already claimed ERTC in some quarters?If you are unsure if the previously filed ERTC amounts are correct, we can correct any mistakes and make sure your company receives the maximum ERTC amounts for all previously claimed quarters.
Is the ERTC considered taxable income?Yes, funds received from the ERTC are considered taxable income and need to be reported in the period the ERTC is originally claimed. Although the ERTC is not in itself taxable as it is considered a tax credit, the net effect of receiving the ERTC increases your income taxes as you are not allowed to take as an expense any payroll expenses paid for by the ERTC. For further clarification speak with your CPA or income tax professional.
Can I still claim ERTC if my company used a PEO?We can not process ERTC forms for clients with a PEO. If you have a company that used a PEO (Professional Employer Organization), we need to know prior to beginning our data processing. Please contact your PEO directly to file for ERTC.
Final pricing discussed during consultation with the group filing coordinator
LINKS TO ERTC
State-by-State Map of Covid-19 Guidance
IRS Employee Retention Credit Guidelines
Map of Covid-19 Case Trends and Restrictions
The Points Guy
Opening America: State-by-State Guide to Coronavirus Reopening
Tip Sheet: ERTC for Small Business Available for 2020 and 2021
ERTC – Updates & What To Know For Your Business
https://www.jdsupra.com/legalnews/employee-retention-tax-credit-updates-9758392/#:~:text=Tax Credit 1.-,What is the amount of the ERTC?,(“2021 ERTC”).
Youtube – American Entrepreneur Interview
ERTC Filing Featured Interview with Kevin Harrington From Shark Tank
IRS Notice Warning Businesses To Not File With ERC Preparers That Charge
on a Contingency Fee Basis
We are extremely happy to have found ERTCfiling.com. We thought since we received PPPmoney in 2020 that we wouldn’t be eligible for this tax credit. We also thought we wouldn’t qualify – but were advised to submit our documents anyway. Melissa D was very helpful in walking us through the process, explained that we would qualify, and helped prepare all of the paperwork we needed to submit. We are very happy with the tax credit we are receiving. We will be referring them to our fellow small business owners.
ERTC filing is an excellent company to work with. We have been referred to them the very first time we contacted them and with the great experience we had till date, not afraid to refer to whoever else that may be reading this note of mine. Brittany has been our go to person from the start and had helped many of us to file the ERTC successfully. She has been prompt and very approachable to all of us. Even have gone out of ways to help few of the businesses re-file. They have a very structured process to follow to help the clients and I sincerely want everyone take advantage of the ERTC filing that all businesses truly deserves to get hanging in and retaining employees and keeping business open through out the tough pandemic times. I am very pleased to use ERTC filing for my ERTC filings need and recommend everyone to use their services with great confidence. Time is running out very fast with filing deadlines approaching this summer as quarterly periods phases out. ERTC filing can address all our filing related questions, Brittany would be a great person to start with
Hello ERTC FILING TEAM,
I am so grateful for your staff. We all know how hard 2020 and 2021 was financially for business. I had received so many letters and emails regarding this ERTC Program, that was available to small businesses. At first, I thought it was too good to be true. It was very confusing and the charges were a wide range from 10%-20% plus. It almost wasn’t worth continuing and left me so frustrated. That was until I was referred to ERTC Filing from a friend of mine and spoke with Samantha. She was able to simplify this program and make it so easy to understand. The fee they charge is extremely reasonable. Wow, What a difference from the norm. It is well below the companies out there trying to take advantage of people to do this same program. I will say it does take time to gather documents, but it is well worth the return for our company. They have a great referral program, ask about it. I am already helping 3 friends of mine, that have a small business to jump in on this program only using ERTC filing. You won’t be disappointed. Thank you Again Samantha and Colleen for making this process so easy. You guys are AMAZING!! And I appreciate all you have done .
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WELCOME TO THE ERTC FILING FAMILY
LET’S GET STARTED!
We are excited you chose us to help you receive this once in a lifetime opportunity that has had an astronomically positive impact on so many clients and their businesses. If you have additional questions or need any assistance, please feel free to reach out to our team!
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