Strategies for Success: How Employers Can Leverage Employee Retention Credits Effectively

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(Newswire.net — July 9, 2023) — Are you a business owner or employer looking for ways to maximize success and growth? Look no further! In today’s competitive market, attracting and retaining top talent is crucial. That’s why we’re here to shed light on an incredibly valuable resource that many employers may be unaware of – Employee Retention Credits (ERC). This powerful tool can not only help you retain your star employees but also boost your bottom line. 

So, look into how to apply for erc and take our journey through the strategies for success in leveraging ERC effectively. Get ready to unlock the secrets to employee satisfaction, retention, and financial prosperity like never before!

Eligibility Requirements for ERTCs

The Employee Retention Credit (ERC), which is part of the Coronavirus Aid, Relief, and Economic Security Act (CARES Act), is a refundable tax credit for eligible employers that retain their employees during the COVID-19 pandemic.

To be eligible for the credit, employers must:

  1. Have experienced a full or partial suspension of operations due to a government order related to COVID-19; OR
  2. Have experienced a significant decline in gross receipts during the calendar quarter.

Employers must also maintain their payroll levels from February 15, 2020, through the end of the calendar quarter in which they experience either of the conditions above. The credit is available for each quarter beginning after March 12, 2020, and ending before December 31, 2020.

The credit is equal to 50% of qualifying wages paid by an eligible employer to its employees during the relevant period. Wages taken into account for purposes of this credit are capped at $10,000 per employee per calendar quarter. Therefore, the maximum credit that an employer can receive for any employee is $5,000 ($10,000 x 50% = $5,000) over the entire eligibility period. 

Qualifying wages include health insurance costs that are treated as wages under section 3121(a)(20) of the Internal Revenue Code. For employers with more than 100 full-time employees (including full-time equivalent employees), only wages paid to employees who are not providing services because of the conditions described above are taken into account for purposes of the credit. 

Where there are less than 100 full-time employees, including equivalents, all wages paid to employees during the period of economic hardship are taken into account. This is for purposes of this credit, regardless of whether the employee is providing services or not.

Calculating the Amount of ERTCs Available

Assuming an employer is eligible for the employee retention credit, they will need to calculate the amount of credit available. The credit is 50% of qualified wages paid to employees after March 12, 2020, and before January 1, 2021, up to $10,000 in wages per employee. This means that the maximum credit an employer can receive is $5,000 per employee ($10,000 x 50%).

The first step in calculating the amount of ERTCs available is to determine the number of eligible employees. Eligible employees are those who were not employed during any part of the calendar quarter beginning on July 1, 2020, and who are not taken into account in determining whether an employer meets the gross receipts test described above. For example, if an employer has 100 employees but 10 of them were laid off prior to July 1, 2020, and are therefore not considered eligible for the credit, then the employer would only be able to take advantage of the credit for 90 employees.

Once the number of eligible employees is determined, the next step is to calculate the total qualified wages paid to those employees during the relevant period. Qualified wages are those paid by an eligible employer to an eligible employee for work performed during a calendar quarter, beginning after March 12, 2020 but before January 1, 2021. Wages taken into account for purposes of this calculation include:

  • Salary
  • Hourly pay
  • Bonuses (including retention bonuses)
  • Commissions
  • Payments made

Best Practices for Employers Utilizing ERTCs

When utilizing the ERTC, employers should keep the following best practices in mind:

  1. Make sure that you are eligible for the credit before claiming it. As mentioned above, you must have experienced a decrease in gross receipts of at least 50% when comparing any quarter in 2020 to the same quarter in 2019.
  2. Be mindful of how you use the credit. The ERTC is intended to be used as a retention tool, so it should be used as such. Do not use the credit to simply subsidize payroll costs – it should only be used for retaining employees who would otherwise be terminated or laid off due to economic conditions.
  3. Keep track of your expenses carefully. When claiming the ERTC, you will need to provide sufficient documentation in order to demonstrate that you have met the credit requirements. Make sure that you are tracking your expenses carefully and keeping records of all related transactions.
  4. Stay up-to-date on changes to the ERTC. The CARES Act, as well as subsequent relief packages, may change the requirements for claiming the ERTC. Be sure to stay apprised of any new developments so that you can take advantage of any new rules or restrictions that may be beneficial for your business.

Conclusion

Employee retention credits can be an effective tool for employers to retain their best employees and build a strong team. By understanding the details of the program, creating a comprehensive plan, and providing incentives for long-term employment, employers can maximize their use of employee retention credits. Implementing these strategies will help ensure that businesses are able to leverage these resources in order to create a successful work environment and maintain high levels of productivity.