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ERC Analysis Amount Lower Than Estimate
ERC Analysis Amount Lower Than Estimate

Reasons why actual ERC qualification might be less than initial estimates, considering PPP loans and employee wages.

Updated over a year ago

Why ERC Estimates May Differ from Reality

Businesses may sometimes find a discrepancy between the initial Employee Retention Credit (ERC) they estimate and the value they eventually qualify for. Factors attributing to this can vary. Primarily, when businesses receive an estimate, it reveals an '*UP TO' amount. However, this doesn't ascertain the exact amount a business would qualify for. Moreover, the estimate process might not take into account any Paycheck Protection Program (PPP) loans, which can significantly affect the final ERC sum.

Fluctuations in Employee Numbers Impact Estimates

The first key factor influencing the estimation error revolves around changing employee headcounts throughout the year. If a business hires or lets go of employees later into the year, these changes can affect the yearly average used to calculate the ERC. While the initial estimates might include the full yearly wages for these employees, the final analysis, which is more precise, may not.

Wages Paid to Employees Affect the Final Calculations

Another aspect impacting the final ERC amount focuses on the wages businesses pay their employees. To qualify for the full ERC amount, businesses need to pay their employees a certain minimum wage. If the actual payroll costs fall short of those values, then the actual ERC received could end up being less than the initial '*UP TO' estimate. This payroll cost factor often gets overlooked, causing businesses to anticipate a larger ERC than what they might actually receive.

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