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Full-Time Employees

A full-time employee is classified as someone that worked at least 30 hours per week, or 130 hours per month in 2019. Remember, this question is based on the average amount of employees (the IRS allows you to use the full-time employee count in 2020 if you were not in business in 2019).

How many full-time employees did you average? *

UNDER 100
UNDER 500
OVER 500

Based on your response, your business is not eligible for the ERC program.

ERC Eligibility Options

There are three ways to determine your eligibility for the Employee Retention Credit (ERC). Please answer the questions in the following sections to assess your eligibility for the program.

Full Shutdown

The full shutdown eligibility is based on a "suspension test" to demonstrate that your operations were completely shut down due to a Covid-19 governmental order.

Important: The IRS aggregate rule applies to the ERC credit. If your company has common ownership with other companies, please take into account all associated businesses when calculating this question. To learn more about this rule and if it applies to your business read here: What is an Aggregated Large Employer?

Note: This eligibility only applies during the period of the actual government order.

Please reference the IRS notices pertaining to full shutdown eligibility: Notice 2021-20, Notice 2021-23, Notice 2021-33 & Notice 2021-49.

Need the Full Shutdown Eligibility Requirements?

Complete Shutdown of Operations - The shutdown from a government order must have led to a complete suspension of your business operations, resulting in a total cessation of revenue-producing activities.

Inability to Convert to Telework - If the business was able to effectively convert to a remote work environment that mitigated the impact on the business, they do not meet the criteria for full shutdown eligibility.

An employer that operates an essential business is not considered to have a full shutdown if government orders allow them to remain open. The full shutdown eligibility applies if employers could not obtain telework capabilities that allowed their business to operate as usual (adequate IT support etc). It also applies if the employee's work was not portable, or the presence of an employee in the physical workspace plays a critical role.

If an employer's workplace is closed due to a government order for certain purposes but may remain open for other limited purposes, the employer's operations would be considered to have a full shutdown only if all revenue-producing operations are suspended.

IRS Examples

An employer that operates an essential business is not considered to have a full or partial shutdown if government orders allow them to remain open. However, an employer that operates an essential business may be considered to have a partial suspension if more than a nominal portion of its business operations are suspended.
The partial suspension eligibility applies if employers could not obtain telework capabilities that allowed their business to operate as usual (adequate IT support etc). It also applies if the employee's work was not portable, or the presence of an employee in the physical workspace plays a critical role.
If an employer's workplace is closed due to a government order for certain purposes, but the employer's workplace may remain open for other limited purposes, the employer's operations would be considered to be partially suspended if more than a nominal portion of the business cannot be performed.
A restaurant must close its on-site dining or every other table due to government orders but can still operate its drive-thru or carry-out service. This would be considered partially suspended.

Full Shutdown Due to a COVID-19 Government Order

The cumulative effect of the full shutdown must have had a more than 10% impact on your business operations when considering the gross receipts of that portion of your business in 2019. This does not mean that your revenue must have decreased to use this eligibility.

Did you experience a full shutdown of your business operations due to a COVID-19 government order? *

In which 2020 quarters were you impacted by these suspensions?

In which 2021 quarters were you impacted by these suspensions?

Partial Suspensions & Supply Chain Disruptions

Did you experience a partial suspension of operations due to a COVID-19 government ordered suspension on your supplier or any other partial suspension?

The cumulative impact of the disrupted supply items must have directly or indirectly represented more than 10% of gross sales in 2019. This does not mean that your revenue must have decreased to determine your eligibility. If you were able to find a replacement supplier that resulted in a less than 10% impact on your business, this eligibility criterion does not apply. *

In which 2020 quarters was your business impacted more than 10% due to the cumulative impact of any disrupted supply items or partial suspension?

In which 2021 quarters was your business impacted more than 10% due to the cumulative impact of any disrupted supply items or partial suspension?

Was your partial suspension due to your supplier being shut-down by a governmental order? *

Disruption

My business was not able to find a reasonable replacement supplier for any of the disrupted supply items.

Need Examples of Partial Suspensions & Supply Chain Disruptions?

Examples

Hourly Example: Government orders required a restaurant to close 2 hours early due to curfew requirements. The 2 hours represented 15% of the business working hours. This business is eligible for the period affected by the government order.

Gross Receipts Example: Government orders required a radiology clinic to stop elective procedures during Q2 & Q3 of 2020. The business reviewed its gross receipts for Q2 & Q3 of 2019 and determined that the suspended elective procedures represented 18% of its total gross receipts during those quarters. This business is eligible for these two quarters.

IRS Examples:

Inability to Convert to Telework - If the business was able to effectively convert to a remote work environment that mitigated the nominal impact on the business, they are not part of the eligibility criteria for the suspension.
An employer that operates an essential business is not considered to have a full or partial shutdown if government orders allow them to remain open. However, an employer that operates an essential business may be considered to have a partial suspension if more than a nominal portion of its business operations are suspended.
The partial suspension eligibility applies if employers could not obtain telework capabilities that allowed their business to operate as usual (adequate IT support etc). It also applies if the employee's work was not portable, or the presence of an employee in the physical workspace plays a critical role.
If an employer's workplace is closed due to a government order for certain purposes, but the employer's workplace may remain open for other limited purposes, the employer's operations would be considered to be partially suspended if more than a nominal portion of the business cannot be performed.
A restaurant must close its on-site dining or every other table due to government orders but can still operate its drive-thru or carry-out service. This would be considered partially suspended.

Revenue Reduction

The most straightforward way to determine your eligibility for the Employee Retention Credit is from a revenue reduction, during the eligibility period of the program.

Revenue Reduction Eligibility Test

2020 - 50% reduction of gross sales for the 2020 quarter as compared to the same quarter in 2019. When/if the revenue reduction in 2020 gets back to 80% of the 2019 level, the eligibility ends.
2021 - 20% reduction of gross sales for the 2021 quarter as compared to the same quarter in 2019 (or 2020 if you were not in business during the quarter in 2019). The alternative lookback option allows the business to use the previous quarter compared to the same 2019 quarter to determine eligibility.

Did you experience any revenue reductions in 2020 or 2021? *

Which 2020 quarters were you down 50% of gross compared to 2019 levels?

Which 2020 quarters were you down 20% of gross compared to 2019 levels?

Based on your response, your business is not eligible for the ERC program.

Congratulations!

Based on your answers, you may be eligible for the ERC Credit Amount up to:

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ERC Estimate

This is an estimate based on the responses and employee counts provided and is not a guarantee of your credit amount. Many factors are evaluated during your ERC analysis. After reviewing the uploaded documents, your credit amount can be much higher or lower.

Name *

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Last

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Email *

Company Name *

Phone Number *

Full-Time Employees

Based on your response, your business is not eligible for the ERC program.

ERC Eligibility Options

Full Shutdown

IRS Examples

Partial Suspensions & Supply Chain Disruptions

Did you experience a partial suspension of operations due to a COVID-19 government ordered suspension on your supplier or any other partial suspension?

Examples

Revenue Reduction

Revenue Reduction Eligibility Test

Based on your response, your business is not eligible for the ERC program.

Company Information