New Client Onboarding

Please Enter Your Gross Receipts For The Following Periods

Gross receipts are the total amounts the organization received from all sources during its annual accounting period, without subtracting any costs or expenses.

If you have no gross receipts for a period please enter 0.

If you need to gather more information you can save this form and come back to it by pressing the Save button below.

In order to accurately determine your maximum Employee Retention Tax Credit we need to know some basic details about your employess.

Please download and complete this Microsoft Excel template.*
You will upload it back to us on the next step of this form.

Please upload your Completed Employee Wage Template from the previous step along with PDF copies of your

Filed IRS 941 forms for the following periods*:

You may upload multiple files.

IRS 941 is an Employer's Quarterly Federal Tax Return, which is used to Report income taxes, Social Security tax, or Medicare tax withheld from employee's paychecks, as well as pay the employer's portion of Social Security or Medicare tax.