Pub. 4 2023 Issue 2

experienced a significant decline in gross receipts from the same quarter in 2019 and/or the governmental order which caused a full or partial suspension of the operations. In addition, the records relied upon to determine whether more than a nominal portion of operations were suspended due to a governmental order or whether a governmental order had more than a nominal effect on the business operation. 3. Documentation of the average number of full-time employees employed during the year(s) 4. Documentation of the calculation of the ERTC, which include records of which employees received qualified wages and in what amounts and for a larger employer, records showing that the wages were paid for time the employee was not providing services. In addition, documentation to show how the allocable qualified health benefits were determined. 5. If you are a member of an aggregated group, how you determined you were a member and how did the aggregation affect the determination and allocation of the credit? 6. If you received a PPP loan, was any portion of the loan forgiven? If so, provide a copy of the documentation of the PPP loan forgiveness that included payroll, such as the forgiveness application. Employers should be aware that the IRS can challenge previously paid employee retention credit refunds under the erroneous refund provisions. In addition to the statute of limitations, the government has two years from when it pays an ERTC refund to bring suit to recover the refund if it later determines the taxpayer was ineligible. We anticipate that both current and previously filed employee retention tax credit requests will continue to receive increased scrutiny over the coming years from the IRS. We recommend that you prepare for this inquiry if you have claimed ERTC credit and are ready to respond. Leon M. (Lonnie) Rogers, CPA/ABV/CFF is the managing member of Tetrick & Bartlett, PLLC and has been providing accounting, tax, valuation and consulting services to automobile dealers since 1977. Tetrick & Bartlett, PLLC currently serves over 50 dealers in West Virginia, Virginia, Ohio and Pennsylvania and is a member of the AutoCPA Group, a nationwide organization of CPA firms specializing in services to automobile dealers. Lonnie can be reached at lrogers@tb.cpa or 304-624-5564. Matt White | 304-633-5467 matt@carsignment.com J.C. Spearry | 216.213.0242 JC@Carsignment.com Is your online inventory retail ready? We build dealers an online inventory presence that attracts & engages buyers at lightning speed! Call 304-633-5467 for a FREE digital marketing audit! www.carsignment.com Full service automotive digital marketing agency since 2005 WVADA News 15

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