How to Appeal a Disallowance Letter for the ERTC Program

How to Appeal a Disallowance Letter for the ERTC Program: A Step-by-Step Guide

If you've received a disallowance letter for Q3 2021 with a 30-day response deadline, it's crucial to act swiftly and strategically. Here’s a guide to help you through the appeal process:

1. Understand the Disallowance Letter

Firstly, it’s essential to thoroughly understand the contents of the disallowance letter. This letter typically outlines the reasons why your Q3 2021 claim was disallowed, citing an absense of government orders or a decline in gross receipts.

2. Gather Your Documentation

To prepare a strong appeal, gather all relevant documentation that supports your claim. This includes:

  • payroll records

  • financial statements

  • government orders by dates

  • any correspondence related to your ERTC application

3. Contact Us ASAP

Appealing a disallowance letter requires a deep understanding and analysis of tax regulations, operational impacts, and government orders. It's highly recommended to consult with experts who specialize in the ERTC program. Boston Growth Partners can provide valuable insights and guidance to strengthen your appeal. You can call or schedule a free consultation with us to get the expert advice you need.

4. We Will Help You Draft a Comprehensive Response

Your response should address each point raised in the disallowance letter clearly and concisely. Explain why you believe the disallowance is incorrect and provide evidence to support your case. Highlight how your business operations were impacted by government orders and demonstrate your eligibility for the ERTC program.

5. Submit Your Appeal Timely

Ensure your appeal is submitted within the 30-day deadline specified in the disallowance letter. Late submissions can result in your appeal being disregarded, so it's crucial to act promptly.

6. Follow Up

After submitting your appeal, we will confirm receipt with the IRS and track the progress of your case. Maintaining open communication can help you stay informed about any additional information required or the status of your appeal.

Conclusion

Receiving a disallowance letter for your ERTC claim can be stressful, but with the right approach and expert guidance, you can successfully navigate the appeal process. Remember, time is of the essence. If you require non-tax, operations, and government order expertise, call or schedule a free consultation with us today to ensure you meet the 30-day response deadline.

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