The Better Choice Lenders

Employee Retention Credit (ERC) 2023

Document Upload Portal

ERC DOCUMENT CHECKLIST

Please follow the sections below to upload your Documents for the Employee Retention Credit (ERC).

Please upload ALL documents as a '.pdf' format.

If you have any specific questions, please reach out to our team at: processing@thebetterchoicelenders.com

LEGAL First Name *

LEGAL Last Name *

LEGAL Business Name *

Phone *

Email *

1. IRS Form 941 Payroll Tax Returns

IRS Form 941 for

Q1, Q2, Q3 and Q4 2020

AND

Q1, Q2 and Q3 2021

Let's start with 2020 IRS Form 941 Payroll Tax Returns

Please upload ALL documents as a '.pdf' format.

Please attach: 2020 - Q1 - 941 Payroll Tax Return *

Add File

Please attach: 2020 - Q2 - 941 Payroll Tax Return *

Add File

Please attach: 2020 - Q3 - 941 Payroll Tax Return *

Add File

Please attach: 2020 - Q4 - 941 Payroll Tax Return *

Add File

Now the 2021 IRS Form 941 Payroll Tax Returns

Please upload ALL documents as a '.pdf' format.

Please attach: 2021 - Q1 - 941 Payroll Tax Return *

Add File

Please attach: 2021 - Q2 - 941 Payroll Tax Return *

Add File

Please attach: 2021 - Q3 - 941 Payroll Tax Return *

Add File

Please attach: 2021 - Q4 - 941 Payroll Tax Return *

Add File

2. Payroll Summaries

Payroll Summaries for each affected quarters. Make sure they are divided into quarters so the calculations for each employee is correct and accurate.

There are quarterly state wage reports that should have been included in your returns. These reports provide all the information that we need in regards to the quarterly payroll summaries. We will provide the specific name of the report that corresponds to your state upon request.

Listed below are the dates for each quarter in 2020 and 2021 that qualify for the ERC program.

Mar 13, 2020, to Mar 31, 2020 [Q1]

April 1, 2020, to June 30, 2020 [Q2]

July 1, 2020, to Sept 30, 2020 [Q3]

Oct 1, 2020, to Dec 31, 2020 [Q4]

Jan 1, 2021, to Mar 31, 2021 [Q1]

Apr 1, 2021, to June 30, 2021 [Q2]

Jul 1, 2021, to Sept 30, 2021 [Q3]

Oct 1, 2021, to Dec 31, 2021 [Q4] *(ONLY IF START-UP BUSINESS)*

State Unemployment Insurance Fillings (SUI - which has gross employee wages for each affected quarter) could be used in place of the Payroll Summaries. We do not need to see any sensitive information like SSN or Address. That can all be left off the reports or blacked out.

Again, let's start with 2020 IRS Form 941 Payroll Summary Details

Please upload ALL documents as a '.pdf' format.

Please attach: 2020 - Q1 - 941 Payroll Summary Detail *

Add File

Please attach: 2020 - Q2 - 941 Payroll Summary Detail *

Add File

Please attach: 2020 - Q3 - 941 Payroll Summary Detail *

Add File

Please attach: 2020 - Q4 - 941 Payroll Summary Detail *

Add File

And now the 2021 IRS Form 941 Payroll Summary Details

Please upload ALL documents as a '.pdf' format.

Please attach: 2021 - Q1 - 941 Payroll Summary Detail *

Add File

Please attach: 2021 - Q2 - 941 Payroll Summary Detail *

Add File

Please attach: 2021 - Q3 - 941 Payroll Summary Detail *

Add File

Please attach: 2021 - Q4 - 941 Payroll Summary Detail ............................................ *(START-UP BUSINESS ONLY)*

Add File *Not Required if not Startup*

3. ERC Fee Form

ERC Fee Form

~ Signed and dated
~ Please attach as a '.pdf' format.

Fee Acknowledgement Form *

Add File

4. Short Letter On How COVID-19 Affected Your Business

~ Type a 2 to 3 sentence statement detailing how COVID-19 affected your business
~ List your Business Name
~ Date
~ Print Name + Sign the Document
~ Please attach as a '.pdf' format

Short Letter On How COVID-19 Affected Your Business *

Add File

5. PPP Forgiveness Letter / Promissory Note

~ PPP forgives application
~ 3508S forgiveness application

Did you receive any PPP money? *

Yes

If YES, how much did you receive?

Did you receive forgiveness for PPP?

Yes

If YES, how much was forgiven?

Please send us the Forgiveness Application you sent in.

Add File

In lieu of the PPP forgiveness application, please provide a copy of the bank statement with the date and exact dollar amount off PPP.

Add File

6. Owners & Percentages %

Please list all Owners' LEGAL NAMES and Percentages % of Ownership Below: *

Please identify any Owners that have immediate family members who received W2 wages within the company, as well as the LEGAL NAME of the immediate family member(s).

7. ID or Passport Upload

Drivers License Front

Drivers License Back

Passport Picture

8. Form 8821 upload - Please download and print the Form 8821 from the Email you received and WET sign the Form. Scan and upload here

Form 8821