Straight answers on pending ERC claims.
How claims are valued, underwritten and transacted, including the PEO-filed and Schedule R claims most funders decline.
Documents Needed to Sell an ERC Claim
Generally the filed Form 941-X and related payroll tax filings, proof that the claim was filed, the ERC calculation behind the figures, payroll records for
7 questions answered
ERC Funding Timelines: What Actually Drives the Speed
It depends almost entirely on your documentation. A claim that arrives with the filed return, proof of filing and a supporting calculation moves through re
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How an ERC Claim Purchase Works
An ERC claim purchase is the sale of a filed but unpaid ERC refund. The business transfers its right to the refund to a buyer and receives cash now instead
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How ERC Claims Are Underwritten
Underwriting works out how likely the IRS is to pay the claim, in full, and what could stop that happening. The reviewer examines the filed return, the eli
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How ERC Claims Are Valued
An ERC claim is valued as a receivable, which means the question is how likely the IRS is to pay it, in full, and how long that is likely to take. Buyers w
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IRS Notices, Examinations and What Happens If a Claim Is Reduced
Read what the letter actually asks for and note any deadline, because most ERC correspondence carries one. Notices range from routine requests for supporti
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Old and Long-Pending ERC Claims
A long wait does not invalidate a claim. Filed claims remain filed, and the IRS backlog has left many legitimate claims outstanding for years. Whether a sp
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PEO-Filed ERC Claims: Selling and Funding a Claim Your PEO Filed
In many cases, yes. A claim filed through a professional employer organization can be purchased or funded, though it takes more verification work than a cl
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ERC Claim Purchase, Advance or Loan: How They Differ
No. A claim purchase is a sale of an asset. You transfer the right to the refund and receive cash for it, and the buyer collects from the IRS. A loan leave
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Schedule R ERC Claims
Schedule R is the allocation schedule attached to an aggregate Form 941. When one entity files a combined payroll return covering many businesses, Schedule
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Selling an ERC Claim
In many cases, yes. A business holding a filed but unpaid ERC claim can sell that receivable for cash now instead of waiting for the IRS. The buyer takes o
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Who Filed Your ERC Claim, and Why It Matters
Yes, though not in the way most businesses fear. Who prepared the claim affects how it is verified and how much scrutiny it attracts, because preparers var
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