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Congratulations on taking the first step in claiming your ERTC Tax Credit.

AND…Thank You for trusting ERTC Express to help you process your file.

My name is Paul Kohn and will be your lead connection through the ERTC Refund process.

You will be receiving an email shortly with an overview of the process which is outlined below.

A member of our team will be contacting you shortly to help you in completing the next steps of the process.

We hope to make this as seamless and painless process as possible and look forward to working with you.

The next phase is a simple questionnaire that will help determine the actual amount of the Employee Retention Tax Credit

 you are eligible to claim. These questions will give our accountants more information not available in the required

 supporting documents.

Please get started with the secure online questionnaire to help move the process along:  

It would be a good time to start collecting the documents in the following list. Your current CPA can help you with this. If not, we are glad to assist you any way we can.

You will be getting you own DropBox to securely upload your documents. If you don’t have a dropbox account you will be prompted to create a free account. 

 Here is the list of the documents we will need to continue:


  1. W-3 for 2019
    1. We use this IRS form to confirm the number of full-time employees you averaged in 2019. 
    2. If you have trouble getting a W-3 from your payroll company, you can also provide your packet of W-2’s or even a state payroll tax form that will help us to estimate how many employees you had in 2019.
    3. PEO Note: If you lease your employees from a PEO, please provide documentation from your PEO that shows how many full-time employees you had in 2019.
  2. Form 941’s for all quarters (Q2 2020 to Q3 2021)
    1. You are welcome to deliver these as individual PDFs or as one large PDF, whichever is easier. 
    2. In all, we are looking for 6 Form 941’s. 
    3. We do not need any state filings or the annual Form 940.
    4. PEO Note: If you lease your employees from a PEO, you will not have a Form 941. Your payroll taxes are included on a Form 941 with all the other clients of that PEO. You can skip this documentation.
  3. For Year 2020 – PPP#1 Forgiveness Application – Form 3508 / 3508S / 3508EZ 
  4. For Year 2021 – PPP#2 Forgiveness Application – Form 3508 / 3508S / 3508EZ
    1. If you did not receive a PPP Loan in 2020 or 2021, or if you have not yet applied for forgiveness, you can skip this documentation. 
    2. If you have already been forgiven for PPP, then you should have access to this Form 3508. This is the document provided to the bank where you stated the amount of the loan, defined the Covered Period and identified how much of the loan was spent on payroll vs other non-payroll expenses.
    3. If you applied for forgiveness through your lender’s online portal, you completed the same information as on the Form 3508. If you took screenshots as you were completing the application, you are welcome to upload that.
    4. For most clients, if they don’t already have a copy of this application, they request it from their bank and their bank can provide rather quickly. After all, this will be the document requested by the IRS in the event of an audit of your ERTC claims.
    5. Remember, if you don’t have this right now, you can always come back later. We will wait to begin your claims process after all our requests are received and reviewed.
  5. Payroll Journal from 3/1/20 to 10/31/21
    1. Ideally, you can produce one report covering all paychecks from 3/1/20 to 10/31/21. Although, we find that many softwares can only run the report for a maximum date range of one year…so it may take a couple of files.
    2. Some payroll providers call this a “Check History”. For others, it is a “Payroll Detail” or “Employee Detail”. For others, it is simply a “Payroll Journal”.
    3. To be clear, here are the important traits of this report:
      1. This report should show the breakout of each paycheck for each employee.
      2. This report should not summarize wages by employee across the entire date range.
      3. This report should not summarize wages by paycode/deduction/contribution for all employees.

If you need anything, or If I can provide any assistance, please reply to this email and let me know what you need. 


I will be working alongside the team at ERTC Express to facilitate your ERTC processing and will do everything I can to help ensure this process moves along quickly. 

Looking forward to getting you the maximum refund!

Paul Kohn

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