ERC Form Types

Form 941 - IRS quarterly payroll return

• 941: Employer's Quarterly Federal Tax Return

Form 941x - Amended quarterly payroll return

• 941-X: Adjusted Employer's Quarterly Federal Tax Return or Claim for Refund

Form 943 - IRS annual agriculture payroll return

• 943 - Employer's Annual Federal Tax Return for Agricultural Employees

Form 943x - Amended annual agriculture return

• 943-X: Adjusted Employer's Annual Federal Tax Return for Agricultural Employees or Claim for Refund

Form 944 - Designed so the smallest employers (those whose annual liability for social security, Medicare, and withheld federal income taxes is $1,000 or less) will file and pay these taxes only once a year instead of every quarter.

• About Form 944

Form 944x - Amended small business annual return8822-B - IRS request of address formCP210 - Most common IRS notice approving ERC credit per quarter.

• Adjusted Employer's Annual Federal Tax Return or Claim for Refund

Form 2848 - Power of Attorney and Declaration of Representative - Is the power of attorney we were using to get access to client's records. Client's would sign this at the time of the contract.

• Form 2848

Form 8821 - Tax Information Authorization is permission to pull transcripts and is the new form we're using in place of the power of attorney. We now have Geri's name on these forms, and starting with April returns I will be able to pull transcripts. We are having clients sign new 8821 forms for the ones that had 2848 issues due to CAF fail issues.

• 8821 - Tax Information Authorization

CAF (Centralized Authorization File) number is added to any request to pull transcripts from the IRS. This is how they track who pulled your transcripts.

• What is a CAF number?

8822-B - IRS request of address form

• 8822-B

CP210 - Most common IRS notice approving ERC credit per quarter.

• Understanding Your CP210 Notice