Take a deep breath...count to ten, stay calm and say...
- We are doing everything in our power.
- We can't call the IRS, but you can, and I will provide you with the instructions.
- Below are Instructions for Contacting the IRS Regarding Your ERC Claim (2020 & 2021 Quarters):
Clients may contact the IRS directly to inquire about their Employee Retention Credit (ERC) claim status. Below are the recommended steps:
Call the IRS: Use the dedicated line at 800-829-4933...Note: It's best to call early in the day for shorter wait times.
Follow the prompts: Option 1, then Option 3...Once connected with a representative:
- Clearly state that you are calling about the Employee Retention Credit (ERC) program.
- Specify the exact quarters you're inquiring about: 2020: Q2, Q3, and Q4 - 2021: Q1, Q2, and Q3
- Ask if all these quarters have been assigned to an IRS Agent
- Provide the business information for verification:
- Business name
- Employer Identification Number (EIN)
- Business address on file with the IRS
- Establish your authority:
- Introduce yourself and state your title
- Inform the agent that you are legally authorized to bind the company and speak on its behalf
- This confirms your authority and allows the agent to access and discuss the file
- Request detailed status updates:
- Ask the representative to review the status of each specific quarter where you have not yet received information.
- If the agent mentions needing IRS Form 8821, clarify that as an officer/owner authorized to bind the company, Form 8821 is not required
- Encourage a thorough review:
- Politely request that the agent dig deeper into the file to provide all available updates.
Remember, it is the IRS...expect long hold times...Be Nice Not Nasty...