COVID Payroll Tax Credits: How to File Retroactive Claims
"Not able to attend the live webinar? Purchase the recorded session and watch it at your convenience"
"The recording is added to your account within 24 hours of the live session, and we will email you when it is ready."
Webinar Overview
Overview
This webinar will cover the use of Form 941-X, Adjusted Employer’s Quarterly Federal Tax Return or Claim for Refund, claim additional allowable Employee Retention Credits or Sick and Family Leave Credits due to COVID. It will cover the qualification requirements for the credits and how to claim and correction of previously reported amounts where eligible credits were under reported.
Description
During to the COVID-19 pandemic, Congress provided payroll tax credits for employers to provide relief to employers for payment of qualifying sick and family leave wages and employee retention wages. As the pandemic stretched out, there were extensions and changes to the tax credit eligibility requirements, maximum amounts, and affected taxes. In response to those changes, Form 941 and the related worksheets when through several major revisions. While the tax credits have expired, employers may still file retroactive claims for unclaimed eligible credits and correction of previously reported amounts.
This webinar discusses the methods employers may use to claim or adjust these tax credits.
Areas Covered:
• Changes to the definition of qualifying wages throughout 2020-2021.
• Changes to the definition of qualifying employers and employees.
• Which taxes are used to claim the credits.
• What constitutes wages for purposes of computing the credits
• Amounts that may be claimed in addition to wages.
• Interaction of PPP loans and COVID tax credits.
• Claiming credits on Form 941-X - line by line.
• How to use the worksheets from Form 941-X and Form 941 to compute the credits.
Learning Objectives
As a result of this session, you should:
• Know how to prepare for 941-X to claim an adjustment or refund for COVID tax credits
• Know how to use Form 941-X worksheets to compute eligible wages and taxes
• Identify eligible wages
• Know the filing due dates for Forms 941-X
Why you should attend
The rules for claiming the COVID tax credits changed several times during 2020-2021. Some employers may have missed claiming credits they were entitled to claim. This webinar covers the changes and the process for correcting errors or claiming unused credits.
Who will benefit
• Payroll Supervisors and Personnel
• Public Accountants and Enrolled Agents
• Internal Auditors
• Tax Compliance Officers
• Officers and Managers with Tax Compliance Oversight
• Company / Business Owners
• Managers/ Supervisors
• Public Agency Managers
• Audit and Compliance Personnel / Risk Managers
Meet Your Instructor
Patrick A Haggerty, EA
Payroll Tax and FLSA Compliance Expert
Patrick Haggerty is a tax practitioner, author, and educator. His work experience includes non-profit organization management, banking, manufacturing accounting, and tax practice. He began teaching accounting at the college level in 1988.
He is licensed as an Enrolled Agent by the U. S. Treasury to represent taxpayers at all administrative levels of the IRS and is a Certified Management Accountant. He has written numerous articles and a monthly question and answer column for payroll publications. In addition, he regularly develops and presents webinars and presentations on a variety of topics including Payroll tax issues, FLSA compliance, and information return reporting.
Frequently Asked Questions
Sign up now on pedu.io to discover a wide range of webinars from industry specialists. Choose your preferred access type (‘Live Only’, ‘Live + Recorded Session’, or ‘Recorded Session Only’), and simply click on ‘Buy Now’ to get enrolled.
Yes. Eligible sessions are approved for SHRM PDCs and HRCI recertification credits. After you attend live (or finish the Recorded Session), we automatically email your certificate with the activity ID you can enter directly into your SHRM or HRCI portal.
After checkout, you will receive an instant confirmation along with a calendar invite. The actual join link will be emailed to your registered email address 24 hours before, and again 1 hour before the webinar begins.
Don’t worry! If you choose the “Live + Recorded Session” or “Recorded Session only” access option during checkout, the recording will land in your inbox automatically after the session concludes. It is saved in our cloud storage so you can watch it as many times as you want, anytime, from anywhere.
Yes. You can explore your industry with your colleagues. The 5–10 and 11+ team options cover a group on a single purchase, and everyone who attends can receive their own certificate.
Live-only access doesn’t include the replay. However, “Live + Recorded Session” and “Recorded Session only” do include unlimited cloud viewing. You can also add a downloadable MP4 video to keep forever at checkout. We offer soft-copy transcripts (comprehensive word-for-word documents) that can be bundled with your order so you never miss a detail.
Yes! At the end of each live webinar, we host a real-time Q&A session where you have the opportunity to interact with our industry experts and get answers to your specific queries.
Yes. If you miss a live webinar on Pedu, the recorded session is automatically added to your Pedu account after the webinar. Simply log in, open your registered webinar from the dashboard, and click Watch Recording to view it anytime.
Receive a 100% refund on any upcoming webinar if you cancel at least 48 hours before the scheduled start time.
Pack Of 5 Webinars
$599
/ 12 months- Attend any 5 live, recorded Session, or a mix of both
- 12-Month validity.
- Live webinar access
- Recorded Session
- SHRM & HRCI credit on every session
- Single-user license
Annual Unlimited Access Pass
MOST POPULAR$999
/ 12 months- Attend unlimited live, recorded Session, or a mix of both
- 12-Month validity.
- Live webinar access
- Recorded Session
- SHRM & HRCI credit on every session
- Single-user license
Pack Of 10 Webinars
$799
/ 12 months- Attend any 10 live, recorded Session, or a mix of both
- 12-Month validity.
- Live webinar access
- Recorded Session
- SHRM & HRCI credit on every session
- Single-user license
Our Customer Feedback
Read what our amazing customers have to say about us.
5,000+ professionals trained • SHRM & HRCI accredited • 14 expert instructors
Upcoming Webinars
Explore live and Recorded Session sessions presented by top industry experts.
Form W-4 Essentials: Ensuring Accurate Employee Withholdings in 2026
Preparing Forms 1099-MISC & 1099-NEC for 2026 : OBBBA Reporting, Electronic Filing, Backup Withholding & Penalty Avoidance
