Employee Retention Credit
Submit your ERC lead and schedule the appointment all at once by filling out the form below.
Helpful Hints:
The ERC wage qualification period is 1/1/2021 - 9/30/21
A minimum of five W-2 employees or more, not counting owners or family members on payroll.
Submit ONE lead for multiple entity owners. You will always be credited with all associated entities.
If rescheduling, do not resubmit the lead, simply reschedule the meeting HERE.
Use the Portal to submit notes on your lead if needed.
Examples of Modifications to Business Operations:
Limiting occupancy to provide for social distancing
Requiring services to be performed only on an appointment basis (if business previously offered walk-in service)
Elimination of waiting rooms or gatherings
Reduction of capacity in a dining room or waiting room
Change in service format (Ex: restrictions on buffet or self-serve dining; walk-in vs. curbside
Reduced operating hours
Reduction in employee hours worked
To reschedule a meeting only, click HERE.Follow up on your referrals in the Incentax ERC Portal.
Allow 24 hours for the portal to update. Track your referral in the "Deals" section.