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Getting Started - ERC Tracker

A comprehensive guide to the ERC Tracker feature within the TaxNow app. 

Getting Started

Establishing Quarters - Please make sure that each box is checked next to all the quarters that your ERC was filed for. This tells the system what transcripts to look at for potential ERC codes. 

Events Tab

For each quarter - The following information is shown:

  • The date your 941-X(s) were received by the IRS.
  • The date your 941-X(s) were forwarded for processing. This is often the same date as above.
  • The date your refund was approved.
  • The date your refund was paid. This is often the same date as above.

TIP: Hover over "multiple" in any quarter to populate several dates, indicating either multiple filings or amended filings. 

 

Transactions Tab

  • 'Filed' checkbox - This will be automatically checked if there is any information populated in the Events Tab. 
  • 'Client Entered ERC Claim' column - This is where you will enter the amount of line #27 on your 941-X(s) for each quarter your ERC was filed. In doing so, you will be able to determine if the refund processed matches the refund amount that was approved, etc.

 

Additional Info

Feel free to check out our ERC Resource Hub for more information about how TaxNow can assist you in your ERC journey. As always, for the most up-to-date information regarding the ERC program, please visit: IRS.gov ERC Resources.