msmith7305
Level 7

Client used Innovation Refunds. They in turn used a CPA firm to do the calculations.

Client gave them payroll data but the client, of course, does not know how the credit was calculated.

I asked the client to get what I need from Innovation Refunds. All I need is the amount of the credit determined each year allocated to officers and non-officer employees. I do know the total credit received for each year.

Either Innovation or the CPA firm is trying to claim that info is proprietary.

Anyone run in to this before?

Am I back to just reducing the wages in some other logical way?

0 Cheers