ERC QUESTIONNAIRE

Please provide the following documents and information:

  • Completed Client Questionnaire
  • Completed ERC Revenue & Hourly Summary Spreadsheet
  • Payroll Summary of each Employee from:
    • March 13th to March 31st, 2020 (in CSV format)
  • Payroll Summary of each Employee from:
    • Q2, Q3, and Q4, 2020 (in CSV format)
  • Payroll Summary of each employee from:
    • Q1, Q2, and Q3 2021 (in CSV format)
  • PPP 1 Loan Forgiveness Application. The paperwork must show the covered period
  • PPP 2 Loan Forgiveness Application. The paperwork must show the covered period
  • Quarterly 941 Tax Filings (in PDF format) for
    • Q2, Q3, and Q4 2020
    • Q1, Q2, and Q3 2021
  • Full statement P&L’s (in CSV/Excel format) for
    • Annually and quarterly Q1, Q2, Q3, and Q4 for 2019
    • Annually and quarterly Q1, Q2, Q3, and Q4 for 2020
    • Quarterly for Q1, Q2, Q3 for 2021