Please upload your documents within 24 hours to expedite your ERC analysis and return.
IMPORTANT:
ERC is issued by the IRS and is subject to the IRS backlog. ERC refunds currently take 16 weeks minimum.
This timeframe will increase as more files are claimed, we strongly recommend uploading the required documents as soon as possible.
Applicant Information
Company Information
Did you receive a PPP loan?
NOTE:
If you are currently applying for PPP loan forgiveness, please select 24 weeks for loan forgiveness.
Loan 1:
Loan 2:
Majority owners on payroll reports
EXAMPLE:
Two brothers own a business 50/50, because they are related the constructive ownership rule applies and they are both considers majority owners.
Upload Detailed Payroll Documents
IMPORTANT:
Correct documents must be uploaded for us to accurately and efficiently claim your credit.
Please ensure your upload contains all of the information outlined below. Providing inaccurate
or incomplete documentation will lead to a significant delay and/or a reduction of your credit amount.
A detailed payroll report outlines all payments, deductions, contributions and
taxes for each employee for each paycheck during your ERC eligibility period.
We use this information to maximize the ERC funds we are able to claim.
Your report must contain:
Employee Name
Check Date
Gross Wages
Also, make sure your report includes:
Terminated employees
Majority owners and relatives
Do NOT include:
Sensitive employee information such as Social Security Numbers, birth dates, addresses, or bank account information.
W-2 documents or paystubs.
To maximize your credit, make sure your report includes terminated employees.
Select your payroll provider to view report instructions
HOW TO DOWNLOAD THE CORRECT PAYROLL DATA FROM QUICKBOOKS ONLINE
Log into your Quickbooks Online account:
Navigate to “Reports” & click on “Reports”
Scroll down to the “Payroll” section at the bottom of the page
Select “Payroll Details”
Under “Date Range” select "Custom"
Enter the date range 3/13/2020 - 9/30/2021
On the right of the screen select "Customize"
Under “Employee” select "All Employees"
Click “Run Report”
At the top right of the screen click “Share” and select “Export to Excel”
Save the excel file as an Excel Workbook named “Business Name_Date Range”
HOW TO DOWNLOAD THE CORRECT PAYROLL DATA FROM QUICKBOOKS DESKTOP
Log into your Quickbooks desktop software:
Navigate to the "Reports" tab in the top menu bar
Go down to "Employees & Payroll"
Select “Payroll Transaction Detail" report
Under “Date Range” select "Custom"
Enter the date range 3/13/2020 - 9/30/2021
Select "All Employees"
At the top of the report window select the dropdown arrow next to "Excel" and choose "Create New Worksheet"
Save the excel file as an Excel Workbook named “Business Name_Date Range”
HOW TO DOWNLOAD THE CORRECT PAYROLL DATA FROM GUSTO
Log into your Gusto payroll account:
Navigate to “Reports” on the left panel
Select the report named “Payroll Journal Builder”
Under "Step 1: Columns" select the following and deselect any not on this list:
Payroll type
Check date
Employee last name
Employee first name
Gross earnings
Scroll down to "Step 2: Filters" select "Between" and enter the date range 3/13/2020 - 9/30/2021
Under "Step 3: Format" select "CSV"
Select "Run Report"
Save the excel file as an Excel Workbook named “Business Name_Date Range”
HOW TO DOWNLOAD THE CORRECT PAYROLL DATA FROM PAYCHEX
Log into your Paychex payroll account:
Navigate to “Reports”
Select "Payroll Journal"
Enter the date range 3/13/2020 - 9/30/2021
Select all employees and make sure the report gives employee totals
Download spreadsheet
Save the excel file as an Excel Workbook named “Business Name _Date Range”
HOW TO DOWNLOAD THE CORRECT PAYROLL DATA FROM ADP
Log into your ADP RUN payroll account:
Click “Reports” in the menu bar
On the next "Reports Home" page select “Payroll Summary”
Note: ADP reports are by year, so you will need to run a report for 2020 and 2021
Under "From": Choose pay date on or before 3/13/2020 & "To": 12/31/2020
Name: select “All”
Click "Refresh" to update the report with the criteria selected
Select "Export to Excel" at the top of the report
Save the excel file as an Excel Workbook named “Business Name_Date Range”. If possible, please place all reports within the same Excel Workbook.
Repeat starting at #3 with the date range: 1/1/2021 - 9/30/2021.
HOW TO DOWNLOAD THE CORRECT PAYROLL DATA FROM PATRIOT
Log into your Patriot payroll account:
Navigate to “Reports” on the left panel
Under the heading “Payroll Reports” select “Payroll Details”
Enter the date range: 3/13/2020 - 9/30/2021
Under “Employees” select "Check all"
Under “Source” select "Check all"
Under Group By: Select "Check"
Run the report
Select “Download Spreadsheet”
Save the excel file as an Excel Workbook named “Business Name_Date Range”
HOW TO DOWNLOAD THE CORRECT PAYROLL DATA FROM ACCOUNTING CS
Navigate to “Print Reports” on the left panel
Select the "Payroll Journal - Detailed" report
Under "Date" enter the date range: 3/13/2020 - 9/30/2021
Under “Sections to Include" make sure to deselect "Direct Deposit Distributions" so no employee direct deposit information is included in the report.
Click "Print Selected" in the lower right of the screen
In the "Print" window, deselect "Output to printer" and instead select "Output to file" at the bottom of the window and make sure the file type is set to "Microsoft Excel"
Select "Open file when complete" and click "OK"
Save the excel file as an Excel Workbook named “Business Name_Date Range”
HOW TO DOWNLOAD THE CORRECT PAYROLL DATA FROM OTHER PAYROLL PLATFORMS
Log into your payroll account/software:
Navigate to “Reports”
Select Payroll Journal, Earnings History report, or Payroll Summary
Enter the date range: 3/13/2020 - 9/30/2021
Select all employees and make sure the report provides gross pay for each employee by paycheck for the entire period
Download spreadsheet
Save the excel file as an Excel Workbook named "Business Name _Date Range”
Common Questions about the Payroll Report
What constitutes a payment to an employee?
Hourly wages, Salaried Wages, Reimbursements, Tips, Stipends, Allowances - essentially any payment you made to the employee.
What deductions/contributions need to be included in the report?
We need to know about ALL deductions or contributions. Deductions and contributions affect taxes differently, so we need to know the amounts for all of them. This includes health insurance, dental insurance, AD&D, Life Insurance, Child Support Deductions, etc.
Sample Payroll Export:
Employee Name
Check Date
Gross Wages
Jamie Farmer
03/13/2020
$1,250
Kennedi Mooney
03/13/2020
$1,350
Phillip Walter
03/13/2020
$1,500
Camila Mcdonald
03/13/2020
$1,150
Jamie Farmer
04/01/2020
$1,250
Kennedi Mooney
04/01/2020
$1,350
Phillip Walter
04/01/2020
$1,500
Camila Mcdonald
04/01/2020
$1,150
Payroll Report Upload
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Federal 941, 943, 944 Tax Forms
IMPORTANT:
Correct documents must be uploaded for us to accurately and efficiently claim your credit.
Please ensure your upload contains all of the information outlined below. Providing inaccurate
or incomplete documentation will lead to a significant delay and/or a reduction of your credit amount.
To assist in calculating your credit we need the Federal forms filled for your payroll.
Please upload the applicable Federal forms for 2020 (Q2, Q3, and Q4) and 2021 (Q1, Q2, Q3).
Please also include any 941x forms filed during this period. If you took the WOTC
(Work Opportunity Tax Credit) or the R&D (Research & Development) credit, please also upload this information.
Sample 941:
941 Forms Upload
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Verify Company Information
Please ensure this information is accurate. We will use the legal company name on the 941 form when filing your ERC claim with the IRS.
Please ensure this information is accurate. You must be able to legally sign documents on behalf of your company. The information below will be used for future communications from Linqqs & ERC Specialists.
Our ERC team will perform a detailed analysis of your submission and email the results to . We've alerted our staff to continue processing the application. We'll be in touch soon.
Please allow 2-3 weeks for us to process your results.
