1. Support Center
  2. Employee Retention Credit

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

NEWITY team can help assess your eligibility and ERC calculation with just a few documents.

  1. Income Statements / Gross Receipts Support*
  2. Annual Payroll Detail*
  3. PPP Forgiveness Applications, if applicable
  4. Form 941
  5. Business Tax Returns

* These documents must be included in your ERC application to be submitted to NEWITY. You may bypass the other noted documents, but they will be required to finalize your ERC calculation to submit to the IRS.  


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