Year 2020 is it allowed to help w/the employee retention credit

[Roz1]

Employer is qualified for year 2020 on the erc.  (Did not receive a ppp loan during 2020)

Question is do we file a 941x.

What other documentation do we have to include when sending the 941x.

[sjrcpa]

"is it allowed" by whom?

[Roz1]

meant is it appropriate to ask the community.

[sjrcpa]

Oh.

Yes you can ask us.

I'm not sure that any documentation needs to be sent with the 941X. See the form instructions and go to irs.gov and look at the ERC info.

However, all documentation should be kept on file. IRS has started auditing these refund claims.

[abctax55]

@Roz1  - Just an observation...

One *CAN* take ERC even if a PPP loan was received.   Depends on the wages paid vs used for PPP forgiveness. 

[Roz1]

Thank you!!

Many webinars on the subject but not one of them simplified it.

Thank you again.