ERTC SEMINAR
Employee Retention Tax Credit

3

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UPDATED SEMINAR POWER POINT IN PDF
ERTC EXECUTIVE SUMMARY (UPDATED)

ERTC EXAMPLES & RESOURCES

2020 ERTC CALCULATION EXAMPLES
2021 ERTC CALCULATION EXAMPLES
2020 ERTC FLOWCHART TO OPTIONS
2021 ERTC FLOWCHART TO OPTIONS
PPP vs. ERTC: ECONOMIC VALUE CALC (pdf)

ERTC:  EXCEL SPREADSHEETS

PPP vs. ERTC: ECONOMIC VALUE CALC (Excel)
CALCULATE AVG. NUMBER OF EE's (EXCEL)
GROSS RECEIPTS TEST 2020 & 2021 (EXCEL)
CALC TOTAL ERTC "WAGES" w/ HEALTH (EXCEL)
ANALYSIS: MAX ERTC & PPP LOAN FORGIVENESS (EXCEL)
ERTC CALCULATION WORKSHEET 2020 & 2021 (EXCEL)

IRS LINKS RELATED TO ERTC

IRS NOTICE 2021-49 (ERTC 2021 QTR 3&4 w/ EXANDED)
IRS REVENUE PROC. 2021-33 (ERTC GROSS RECEIPTS)
IRS NOTICE 2021-23 (ERTC 2021 QTR 1&2)
IRS NOTICE 2021-20 (ERTC 2020) SEE MORE BELOW
READ: ERTC TAX LAW IN PLAIN FORM
IRS 8/10 ANNOUNCEMENT: ERTC SAFE HARBOR
IRS 8/4 ANNOUNCEMENT: 3rd & 4th QTR 2021
IRS 1/26 ANNOUNCEMENT: 2021 ERTC & PPP/ERTC
IRS 1/22 ANNOUNCEMENT: 4th QUARTER OPTION
IRS FAQs ON ERTC (WELL ORGANIZED)
IRS INFORMATION ON EMPLOYEE RETENTION TAX CREDIT

IRS FORMS RELATED TO ERTC

FORM 7200 & INSTRUCTIONS (LATEST VERSION)
FORM 941 & INSTRUCTIONS (LATEST VERSION)
FORM 941-X & INSTRUCTIONS (LATEST VERSION)
IRS NOTICE 2021-20 ON ERTC (ERTC 2020)
LIST OF FAQs FOR REFERENCE IN NOTICE 2021-20

SBA & PPP LINKS

SBA WEB PAGE ON STIMULUS
JJ's VIDEO PLAYLIST ON ERTC

ADDITIONAL LINKS

CONSOLIDATED APPROPRIATIONS ACT (PDF: PAGE 4927)
CONSOLIDATED APPROPRIATIONS ACT (TEXT VERSION)
CARES ACT FULL TEXT (ERTC STARTS PAGE 67)
FAMILY FIRST CORONAVIRUS RESPONSE ACT FULL TEXT

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