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Submission Requirements

Client Attestation & Indemnification Release - 2020 ​Credit Year

• Submit Questionnaire Below

• Signed 2020 attestation executed by an authorized representative of the company. **REQUIRED: Click To Complete Year 2020 Form Here.

• Determine what time period you are eligible for. We will need specific dates you will need data for to determine your exact credit. It is extremely important for you to determine the wages covered by any PPP loan as those same wages can’t be used for the ERC. Click Here To Return To Qualification Guidelines.

• We will calculate Q1-Q4 credit based on the dates presented and reduce you wages and/or health expenses paid for with PPP funds.

• All credit calculations must be approved by you.

• For those who have filed their tax return with us, we will be preparing amendments to decrease your wages deduction per the ERTC amount as required by the IRS.

Client Attestation & Indemnification Release - 2021 Credit Year

• Submit Questionnaire Below

• Signed 2021 attestation executed by an authorized representative of the company. **REQUIRED: Click To Complete Year 2021 Form Here.

• Determine what time period you are eligible for. We will need specific dates you will need data for to determine your exact credit. It is extremely important for you to determine the wages covered by any PPP loan as those same wages can’t be used for the ERC. Click Here To Return To Qualification Guidelines.

• We will calculate Q1-Q4 credit based on the dates presented and reduce you wages and/or health expenses paid for with PPP funds.

• All credit calculations must be approved by you.

• For those who have filed their tax return with us, we will be preparing amendments to decrease your wages deduction per the ERTC amount as required by the IRS.

Click Here To Return To ERTC Qualification Guidelines

Please list all owners.
Did You Receive a PPP Loan?*
If Yes, please indicate how many loans you received.
Have You Applied For PPP Loan Forgiveness?
Did You Employ Any Relatives?*
For ERTC purposes, the following are considered relatives: a. Child or child’s descendent b. Sibling (brother, sister, stepbrother, stepsister) c. Father, mother, or their ancestors d. Stepparent e. Niece or nephew f. Aunt or uncle g. In-laws: son, daughter, father, mother, sister, brother h. Spouse i. Individuals who aren’t a spouse who reside in the same principal household
Did You Provide Employer Paid Health Insurance?*
This applies to only health insurance portion the employer paid for on behalf of its employees.
Reason(s) For Eligibility*
Note: Employees who are owners or owner's relatives must be excluded. Receiving a PPP loan does not disqualify a business from ERTC. *Click ERTC Qualifications for additional details.
Attestation*
I understand that ERTC credits are based on the entity listed above and I affirm our eligibility for the Employee Retention Credit program. Clean Books Accounting, Inc. will file forms 941X for all client companies and request a refund for taxes paid. I understand and agree that all calculations will be approved by me. I understand that it may take some time to receive the refund from the IRS and Clean Books Accounting, Inc. has no control on when those refunds will be issued. I understand that Clean Books Accounting, Inc. will assist with calculating the tax credits on our behalf, however it is my responsibility to ensure the credits are accurate as we are ultimately responsible for the validity of the credits claimed.
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