To Get Your ERTC Funds Sooner – Follow Instructions In The Next Section

Congrats! You're One Step Closer To Getting Your ERTC Funds.

To determine the exact amount that the government owes you, we need a little more information about your business.

What ShOULD I DO NEXT?

What You Need To Do Next

Thank you for submitting your initial ERTC application.

We need the following documents in order to calculate your eligible funding amount accurately:

  1. W-3 for 2019
  2. Form 941’s for all quarters (Q2 2020 to Q3 2021)
  3. For Year 2020 – PPP #1 Forgiveness Application (If Applicable)
  4. For Year 2021 – PPP #2 Forgiveness Application (If Applicable)
  5. Payroll Journal from 3/1/20 to 10/31/21

No scans allowed, only documents in their original digital format will be accepted. Click on the 1st toggle below for more details.

instructions document
We Only Accept Documents In These Formats:

** All documents need to be in the original PDF format except for the Payroll Journal (Excel only), and the screenshots of the PPP forgiveness as mentioned in the checklist above.

 

  • No images, PNGs, JPGs, Scans, or Scanned Copies of PDFs or Excel Spreadsheets.

 

  • If they are in these prohibited formats, they’ll be rejected and asked to resubmit them in the original PDF or Excel format.

 

  • If you need help with the PDF format, please ask us, we’re here to help!
Easily Gather All Docs In <15 Mins With This Quick Hack!
  • The easiest way is to call up and ask the person who prepared your taxes to send the documents over. Your accountant should already have all these on file as they need this to do your taxes.
 
  • We’ve had business owners in their office call their accountant on the phone and say I need these 5 things now and they usually get sent over by email in 5-15 minutes so they can send it to us and get their $26K/W-2 ERTC Analysis done asap…

 

  • Remember, 5 employees at the full amount is close to $150,000 you can spend any way you want.
What Happens After You've Uploaded The Documents?
  • After uploading the documents, one of our friendly Account Managers will contact you within 24 hours, using the email address that you’ve provided.
 
  • The Account Manager will have you fill out a form with some further details about your business and be there to answer any questions that you have regarding the ERTC program.
 
  • Make sure to be on the lookout for emails ending in “@ertcexpress.com“ as they go by these emails.

Once you have the documents ready, just upload them to our securely encrypted portal. 

If you haven’t already completed the forms fully, please just go back to this page followed by clicking ‘next’ / ‘continue’ to complete the subsequent pages until you’re presented with the ‘Get Started’ button. 

After clicking ‘Get Started’ and verifying your identify via an OTP sent to your preferred email, you’ll have a custom client portal created for you, which you can use to upload your documents easily and securely.

ERTC Client Portal

More Details Regarding Each Document:

W-3 For 2019​
  • We use this IRS form to confirm the number of full-time employees you averaged in 2019.
  • If you have trouble getting a W-3 from your payroll company, you can also provide your packet of W-2’s or even a state payroll tax form that will help us to estimate how many employees you had in 2019.
  • ​​PEO Note: If you lease your employees from a PEO, please provide documentation from your PEO that shows how many full-time employees you had in 2019.
Form 941's For All Quarters (Q2 2020 to Q3 2021)​
  • You are welcome to deliver these as individual PDFs or as one large PDF, whichever is easier.
  • In all, we are looking for 6 Form 941’s
  • We do not need any state filings or the annual Form 940
  • ​PEO Note: If you lease your employees from a PEO, you will not have a Form 941. Your payroll taxes are included on a Form 941 with all the other clients of that PEO. You can skip this documentation.
PPP #1 Forgiveness Application - Form 3508 / 3508S / 3508EZ (For Both Year 2020 & 2021 - If Applicable)
  • If you did not receive a PPP Loan in 2020 or 2021, or if you have not yet applied for forgiveness, you can skip this documentation.
  • If you have already been forgiven for PPP, then you should have access to this Form 3508. This is the document provided to the bank where you stated the amount of the loan, defined the Covered Period and identified how much of the loan was spent on payroll vs other non-payroll expenses.
  • ​If you applied for forgiveness through your lender’s online portal, you completed the same information as on the Form 3508. If you took screenshots as you were completing the application, you are welcome to upload that.
  • For most clients, if they don’t already have a copy of this application, they request it from their bank and their bank can provide rather quickly. After all, this will be the document requested by the IRS in the event of an audit of your ERTC claims.
Payroll Journal from 3/1/20 to 10/31/21
  • We need this document to help maximize the amount of cash rebates that you’d be eligible for.
  • Ideally, you can produce one report covering all paychecks from 3/1/20 to 10/31/21. Although, we find that many software programs can only run the report for a maximum date range of one year…so it may take a couple of files.
  • Some payroll providers call this a “Check History”. For others, it is a “Payroll Detail” or “Employee Detail”. For others, it is simply a “Payroll Journal”.
  • To be clear, here are the important traits of this report:
    • This report should show the breakout of each paycheck for each employee.
    • This report should not summarize wages by employee across the entire date range.
    • This report should not summarize wages by paycode/deduction/contribution for all employees.
I Need Assistance!
  • If you have any questions or need our assistance at any point, please feel free to contact us directly via the chat button on the bottom right of this website.
  • You can also email us by clicking here.

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