Employee Retention Credit Eligibility Test

This form will help us determine which quarters, if any, you are eligible to receive the employee retention credit. This form is intended to be sent to your accountant, and should not be used in lieu of advice from your tax advisor.

General Overview

PPP Questions

About Your Business

2021 gross receipts

Gross receipts are your total sales less returns and allowances. It also includes interest, dividends, rents, royalties and gains on sales of assets. It should NOT be reduced by cost of goods sold. We are awaiting rules to determine what method of accounting should be used, cash, accrual or otherwise. For now, simply use the method of accounting that is used on your tax reporting. For most taxpayers that is "Cash Basis".

2020 gross receipts

2019 gross receipts

You will receive email with link to your application