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Employee Retention Credit (ERC): Preparing Your Clients’ Filings for an Audit

EMPLOYEE RETENTION CREDIT (ERC): PREPARING YOUR CLIENTS' FILINGS FOR AN AUDIT

Cost Free
Presentation Length 1.0 hour

Recorded DateDecember 19, 2023
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaTaxes
Course LevelBasic
Course Description

As expected, businesses across the country are getting IRS notices—known as Information Document Requests—requesting additional information about their Employee Retention Credit claims. Whether a business is selected at random or for a specific reason, the first thing to remember is that receiving such notice is absolutely no indication that anything is wrong with the ERC filing.

Like all filings with federal agencies, there are operations in place to test processes and ensure that tax filings across the country have been executed properly. It is vital to make sure your clients are protected and compliant.

Do not wait until the IRS contacts your clients! This webinar will share how you can document all the specifics of their ERC claims so you, and your clients, can sleep well at night knowing you've done all you can to safely claim this valuable credit. 

Learning Objectives: 


  • Evaluate what the IRS is looking for in an audit of an ERC filing

  • Recall how to ensure your clients meet the aggregation rule requirements 

  • Recognize why the number of full-time employees is different for the ERC process than it is for other IRS credits 

  • Determine how to ensure the wage allocation between ERC and PPP funds is accurate 

  • Identify what records to keep, and for how long

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Sunshine Joy Chapman is the President of ERC Provider. A business owner for over 20 years, Sunshine has excelled as a professor, corporate trainer, e-commerce store owner, and marketing consultant. She founded ERC Provider out of her passionate desire to help fellow business owners.


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About Our Presenter

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ERC Provider offers CPAs and tax professionals the opportunity to earn substantial revenue by referring business clients to us for assistance claiming Employee Retention Credits. ERC Provider helps U.S. businesses maximize payroll tax refunds. They are a team of qualified ERC specialists – and they’ve streamlined the Employee Retention Credit process. Since ERC eligibility is all they do, they understand the regulations inside and out and operate with complete integrity. Their vision is to transform the process of ERC credit filing into a simple and stress-free experience for business owners, allowing them to reinvest in their teams and their organizations to build a brighter future for all.