Resources
AICPA Publications
Employee Retention Credit (ERC)
ERC Legislation and Guidance
- Revenue Procedure 2021-33: Safe harbor permitting employers to exclude certain amounts from gross receipts solely for determining eligibility for the ERC
- Notice 2021-49 – Guidance on the employee retention credit for majority owners and their spouses and other miscellaneous issues
- Notice 2021-23 – Guidance on the employee retention credit under the CARES Act for the first and second calendar quarters of 2021
- Notice 2021-20 – Guidance on the employee retention credit under Sec. 2301 of the CARES Act
- Form 941X - Adjusted Employer’s Quarterly Federal Tax Return
- Form 941X Instructions
- About Form 7200, Advance Payment of Employer Credits Due to COVID-19
- Form 7200 Advance Payment of Employer Credits Due to COVID-19
- Form 7200 Instructions
Restaurant Revitalization Funding Program (RRF)
PPP Loan Application and Forgiveness Forms
- Didn't Get Requested PPP Loan Forgiveness? (All of our clients did!)
- PPP First Draw Borrower Application Form 2483 (Revised 03-03-21)
- PPP Second Draw Borrower Application Form 2483-SD (Revised 03-03-21)
- PPP First Draw Borrower Application for Schedule C Filers Form 2483-C
- PPP Second Draw Borrower Application for Schedule C Filers Form 2483-SD-C
- PPP Loan Forgiveness Requirements and Loan Review Procedures
- PPP Loan Forgiveness Application Form 3508 (Revised 01-19-21)
- PPP Loan Forgiveness Application Form 3508S (Revised 01-19-21)
- PPP Loan Forgiveness Application Form 3508EZ (Revised 01-19-21)
- PPP Borrower’s Disclosure of Certain Controlling Interests Form 3508D
- PPP Loan Necessity Questionnaire 3509 (For Profit)
- PPP Loan Necessity Questionnaire 3510 (Non-Profit)
Legislation and Guidance
- CARES Act
- PPP Flexibility Act
- PPP Flexibility Act Summary
- SBA PPP Borrower Info (3-31-20)
- SBA PPP Affiliaton Rules (4-3-20)
- SBA PPP and EIDL Rules (6-19-20)
- SBA PPP Forgiveness FAQs No.1
- SBA PPP Forgiveness FAQs No.2
- SBA PPP Forgiveness FAQs No.3
- Interim Final Rule No. 1 (04-02-20)
- Applicable Affiliation Rule (04-15-20)
- Additional Eligibility Critera + Reqs for Pledges (04-20-20)
- Promissory Notes Authorizations + Eligibility (04-28-20)
- Additional Criterion for Seasonal Employers (04-30-20)
- Disbursements (05-04-20)
- Nondiscrimination + Eligibility Criteria (05-08-20)
- Electric Cooperatives (05-19-20)
- Loan Increases (05-19-20)
- Safe Harbor Certificate of Need (05-19-20)
- Foreign Affiliates (05-21-20)
- 2nd Extension Safe Harbor Certification (05-26-20)
- Loan Forgiveness (06-01-20)
- Loan Review Procedures (06-01-20)
- Telephone Cooperatives (06-11-20)
- Revisions to 1st Interim Rule (06-16-20)
- Additional Revisions to 1st Interim Rule (06-18-20)
- Revisions to 3rd and 6th Interim Rules (06-19-20)
- Revision to Loan Forgiveness (06-20-20)
- Revision to Additional Eligibility 1st IFR (06-26-20)
- Eligible Payroll Costs (06-30-20)
- Appeals of SBA Loan Review (08-27-20)
- Owners Forgiveness and Nonpayroll Costs (08-27-20)
- Loan Recipient Ownership Changes (10-2-20)
- Additional Revisions to Loan Forgiveness (10-7-20)
- PPP Loan Forgiveness FAQs (10-13-20)
- [PROPOSED] Bipartisan Emergency COVID Relief Act of 2020 (12-9-20)
- Consolidated Appropriations Act, 2021 (12-21-20)
- PPP Forgiveness – Repeal EIDL Advance Deduction (01-08-21)
- PPP First Draw Loan Increases (01-13-21)
- Procedural Notice PPP Excess Loan Amounts (01-15-21)
- Procedural Notice PPP Resubmit Forgiveness 3508S (01-15-21)
- PPP First Draw Loan Calculations (01-17-21)
- PPP Second Draw Loan Calculations (01-19-21)
- PPP FAQs Updated (03-03-21)
- SBA IFR Loan Amount Calculation and Eligibility (03-03-21)
To download your free PPP Loan Forgiveness DIY Kit, please complete the form and click submit.
Revisions coming soon
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