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  2. Employee Retention Credit

What documents are need to submit my refund for the Employee Retention Credit?

Our team can help assess your eligibility and ERC calculation with just a few documents. To expedite your ERC calculation, please gather the following documents:

  1. Monthly P&L for 2019, 2020, and 2021
  2. Quarterly Form 941 for 2019, 2020, and 2021
  3. Quarterly Payroll Report Detail for 2020 and 2021 showing gross wages per employee
  4. PPP forgiveness application(s) and associated detailed payroll report(s) (if applicable)

Get started with NEWITY today to calculate your potential refund through the Employee Retention Credit.