top of page
Home
More...
Use tab to navigate through the menu items.
ERTC SEMINAR
Employee Retention Tax Credit
MATERIALS BELOW
Thank you!
I appreciate your business!
POWERPOINT TO SEMINAR VIDEO SERIES
LINK TO ERC VIDEO SERIES
ERTC EXAMPLES & RESOURCES
ERTC EXECUTIVE SUMMARY
2020 ERTC CALCULATION EXAMPLES
2021 ERTC CALCULATION EXAMPLES
2020 & 2021 GROSS RECEIPTS TEST EXAMPLES
2020 & 2021 ERTC FLOWCHART TO OPTIONS
PPP vs. ERTC: ECONOMIC VALUE CALC (pdf)
TIME PERIODS WAGES QUALIFY ON CALENDAR
ERTC: EXCEL SPREADSHEETS
PPP vs. ERTC: ECONOMIC VALUE CALC (Excel)
CALCULATE AVG. NUMBER OF EE's (EXCEL)
GROSS RECEIPTS TEST 2020 & 2021 (EXCEL)
CALC TOTAL ERTC "WAGES" w/ HEALTH (EXCEL)
ANALYSIS: MAX ERTC & PPP LOAN FORGIVENESS (EXCEL)
ERTC CALCULATION WORKSHEET 2020 & 2021 (EXCEL)
7 STEPS TO CALCULATING ERTC
IRS LINKS RELATED TO ERTC
DUE DATES TO FILE 941-X FOR ERTC
ERC FAQ'S (NEW & UPDATED)
IRS ERC CHECKLIST (NEW)
IRS NOTICE 2021-20 (ERTC 2020)
IRS NOTICE 2021-23 (ERTC 2021 QTR 1&2)
IRS REVENUE PROC. 2021-33 (ERTC GROSS RECEIPTS)
IRS NOTICE 2021-49 (ERTC 2021 QTR 3&4 w/ EXANDED)
IRS NOTICE 2021-65 (PAY BACK ERTC 4th QTR 2021
IRS MEMO 2023-005 (SUPPLIERS)
IRS 2021 VS. 2020 COMPARISON CHART
READ: ERTC TAX LAW IN PLAIN FORM
IRS CIRCULAR 230
IRS PAY BACK PROGRAM INFO
IRS PORTAL TO FILE FORM 15434
IRS FORMS RELATED TO ERTC
DUE DATES TO FILE 941-X FOR ERTC
FORM 941-X & INSTRUCTIONS (LATEST VERSION)
JJ's HIGHLIGHTED 941-X INSTRUCTIONS
IRS: CORRECTING EMPLOYMENT TAX FORMS
FORM 941 & INSTRUCTIONS (LATEST VERSION)
WITHDRAW ERC CLAIM
FORM 15434 (PAY BACK ERC TO IRS)
WITHDRAW ERC CLAIM
IRS GENERAL INFO TO WITHDRAW ERC
IRS STEPS: HOW TO WITHDRAW ERC
https://www.irs.gov/withdrawmyerc
IRS ERC CHECKLIST (NEW)
PENALTY RELIEF: INCOME TAX RETURN
PENALTY RELIEF FOR FIRST TIME
FORM 843 (PENALTY RELIEF)
FORMS TO REPORT ERC 3rd PARTY PROMOTERS
REPORT ERC PROMOTERS (FORM 14242)
SBA & PPP LINKS
REPORT ERC SCAMS (FORM 3949-A)
SBA RESOURCES
JJ's YOUTUBE PLAYLIST ON ERTC
ADDITIONAL LINKS
AICPA PODCAST ON CONTINGENCY FEES FOR ERC
CONSOLIDATED APPROPRIATIONS ACT (PDF: PAGE 4927)
CONSOLIDATED APPROPRIATIONS ACT (TEXT VERSION)
CARES ACT FULL TEXT (ERTC STARTS PAGE 67)
FAMILY FIRST CORONAVIRUS RESPONSE ACT FULL TEXT
Thank you!
Appreciate you!
​
bottom of page