Resources

PPP Forgiveness

(all resources available on the PPP Toolbox)

Forgiveness Applications & Guidance

• Get $$$ Through Tax Credits with Chitra Ayar — Nonprofit Lowdown Podcast

• SBA Direct Forgiveness Portal (for loans under $150,000 when your lender has opted into the portal)

• Form 3508  (updated July 30, 2021)

• Form 3508EZ  (updated July 30, 2021)

• Slidedeck and recording on PPP Forgiveness (updated August 25, 2021)

• Maximizing PPP Forgiveness and Employee Retention Tax Credits (August 2021)

Past Newsletters

• December Edition

• October Edition

• September Edition

• August Edition

• July Edition

ERTC

IRS Forms & Guidance

• Form 941X  (revised July 2021)

• Form 941X Instructions (revised July 2021)

• Calculating Gross Receipts  (PPP Toolbox, August 2021)

  • Important!!! As explained in this guidance, the IRS has clarified that the amount of a forgiven PPP loan does not need to be included within quarterly gross receipts.  This is the latest guidance that we did not have when offering the previous webinars.

• CalNonprofits, June 19, 2021:  The Employee Retention Tax Credit (ERTC):  What is it and how do we qualify?

  • Recording

• Institute for Nonprofit Practice, Leadership Learning Series, June 30, 2021

  • Recording

  • Slidedeck

  • Followup Answers

• Covid-related State Executive Orders (The Council of State Governments)