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