Process a Claim
Submit the following information for us to begin review of your
Employee Retention Tax Credit
Document Checklist
Please complete the following form and provide these documents and information for us to process your ERTC claim. If you are missing any documents in your submission below, you may later email them to us here.
Legal name of company/organization & current mailing address
Owner/principal contact information
A list of company owners & relatives on payroll
2020 & 2021 – Quarterly 941 Federal Payroll Tax Forms
2020 & 2021 – Custom Payroll Reports – Please see payroll instructions
PPP Loan Forgiveness Application 3508 Forms – Example: 3508S (form version may vary)
(All forgiven PPP loans have a 3508 form, which your bank may have completed on your behalf. It may be available to download from your bank’s portal, or you may need to ask your lender for a copy of it. This is different than a PPP forgiveness letter.
***PLEASE NOTE: to submit more quickly, if you don’t have the 3508s, please just add in the “Notes” section the following: 1. The amount of your PPP (1 & 2) loans; 2. The date received; 3. The “PPP Covered period” (usually 8 or 24 weeks long)***
2019, 2020 & 2021 quarterly P&Ls
(Alternatively, instead of P&Ls you may submit monthly or quarterly income statements or revenue reports)
Also, was your business impacted?
If your business was affected by any type of government shutdown or restrictions, please fill out this Impacted Business form as well.
Section 3Dl-7216 of the Internal Revenue Code specifically governs the use and disclosure of Tax Information. Max ERTC uses your ERTC Information only in accordance with those applicable laws and regulations to provide services associated with preparing your ERTC claim. Max ERTC does not sell or rent your information, nor does it share your information with third parties in any other way. Your information submitted is confidential and protected by 256-bit SSL/TLS encryption through Airtable.