Expand your services to self-employed clients

To qualify your client must:

• Have been self-employed (sole proprietor, independent contractor, or member of a partnership) during COVID-19;
• Have had positive net income from self-employment on IRS Form 1040 Schedule C for 2020 or 2021;
• Be impacted by COVID-19, either through illness or loss of income
• Verify their identity through ID.me and provide the required documentation

The time to receive a refund may vary, depending on the amount of forms the IRS is processing at any given time. Tax experts will assess eligibility, perform calculations, and complete all necessary documentation to ensure the application complies with IRS regulations.

Our partner meticulously adheres to tax codes and laws throughout the process. Once your client’s documents are uploaded, our partner assumes responsibility, handling everything from tax amendments to determining the amount your client is owed as well as filing with the IRS. A customer dashboard provides all the information you and your client need to track the submission at every step. Our partner’s customer service team is available to answer any questions you or your client may have.

This specific tax credit refund is tailored for self-employed individuals, making it particularly suitable for small business owners, freelancers, and independent contractors filing as 1099 workers. It aims to provide support to those who managed their own business in 2021. Gig workers are also eligible for the tax credit.

Unlike the Paycheck Protection Program (PPP) and the Employee Retention Tax Credit (ERTC), the Sick and Family Leave Credit is not taxable income. This means claiming the credit won’t increase a taxpayer’s tax liability as the PPP and ERTC might have. It offers a financial benefit without additional tax implications.

No, claiming the Sick and Family Leave Credit will not impact your client’s 2024 income tax filings. Our partner’s team of tax professionals will handle the process retroactively by amending the 2021 tax return to access the refund if your client qualifies. This adjustment is separate from your client’s 2024 taxes, ensuring that they remain unaffected.

The refund amount depends on many variables.

The client fee is 20% of your client’s Sick and Family Leave Credit amount, including interest paid by the IRS. There is a discount if your client pays up front for the service, and the fees will be disclosed clearly. Your client’s application will receive a thorough review by a licensed tax professional who is an expert in this specific tax filing, who will sign your client’s amended return, giving your client peace of mind that they have maximized their refund amount, their submission is correct, and the IRS will pay the amount they are entitled to plus interest.

No, our partner has simplified the process dramatically. Your client will need to verify their identity with ID.me (the official partner of the IRS and the only provider of IRS login access), complete a sick date self-assessment, and grant permission to work with our partner to complete the rest on your client’s behalf. All other required steps are designed to minimize your client’s effort, ensuring a seamless and hassle-free process.

We prioritize the security of your client’s personal information. Our partner’s data security protocols comply with industry standards, and they use the highest-level encrypted systems to protect your client’s data throughout the application process.

Your client can contact support by phone, email, or through our partner’s online support portal with any questions or concerns.

The most common mistakes taxpayers make include not providing accurate information and not correctly identifying eligible days in the sick date self-assessment. Our partner’s team will review your client’s submission to help them avoid these errors.

Yes, your client can still apply for the Sick and Family Leave Credit even if they have already received funds from the Paycheck Protection Program (PPP) or the Employee Retention Tax Credit (ERTC). However, your client cannot claim this credit for the same periods they received PPP or ERTC benefits.