How to determine whether a diocese and parish(es) must be aggregated for the purposes of the Employee Retention Tax Credit (ERTC)

INTRODUCTION  Determining whether a diocese and parish must be aggregated for the ERTC is a simple process. If you are tasked with figuring this out, start with these two questions: In the prior tax year did the diocese provide 80% (or more) of the funding for the parish? Does the diocese provide daily management over […]
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Dioceses and Parishes Can Claim an Employee Retention Tax Credit (ERTC) Refund for Clergy Health Plan Costs.

INTRODUCTION  If you are the CFO for one of the many Catholic dioceses that have waited to file for the Employee Retention Tax Credit, you might be in luck. Many dioceses and parishes that have filed did not use expert tax attorneys that understand secular law and Canon law to file. Many lost out on […]
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