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IRS ERTC Processing Update (July 2026)
NAPEO recently held its fourth monthly meeting with IRS officials to discuss the status of outstanding Employee Retention Tax Credit (ERTC) claims filed by PEOs and to receive updates on the agency's examination process. This document reflects the most up-to-date information NAPEO has received from the IRS as of July 2026.
Past IRS Update on ERTC Claims (June 2026)
This document provides additional context and practical guidance for PEOs with outstanding Employee Retention Tax Credit (ERTC) claims. It reflects information shared with NAPEO by the IRS in June 2026 regarding processing status, documentation requirements and steps members can take to move claims forward.
How to Use the PEO Advocacy Toolkit
A step-by-step guide on how to use all of the resources in NAPEO's self-service advocacy toolkit.
Sample Social Media Posts
Ideas for posting about issues key to the success of the PEO industry and the small businesses they support.
Brochure: The Power of PEOs
A brochure containing key stats about the impact of PEOs and an overview of some key legislative priorities for the PEO industry.
Guide: Letters to the Editor
A simple, step-by-step guide on writing letters of the editor to promote the impact of PEOs and the need for pro-PEO policies.
Issue Overview: IRS Modernization
Overview on the impact of the IRS's outdated systems and workflows and the need for a modern, technology-driven IRS.
Issue Overview: Improving the Payroll Tax Credit Process (H.R. 3223)
One-pager on the specifics of H.R. 3223, a bill to improve the payroll tax credit process and draw clear lines of liability for payroll tax claims between PEOs and clients.
Fact Sheet: Overview of the PEO Industry
One page fact sheet containing key facts and figures about the PEO industry and an overview of what PEOs and the impact they have on businesses and communities.
Template: Letter to Lawmakers
Use this letter template to emphasize the positive impact of PEOs and the need for pro-PEO policies to lawmakers at the local, state and federal levels.