What will you need to provide?

Every business was impacted by some form of delay, disrupted or negatively changed your business as a result of Covid.

Your next step is to begin gathering the documents listed below.

Calendar Years: 2019, 2020 & 2021

Quarterly IRS Form 941
Quarterly Profit and Loss Statement

Calendar Years: 2020 & 2021

Monthly Payroll Ledger per employee to include: Hours worked, Gross Pay, Deductions/Taxes & Net Pay
Group Healthcare Statement per month starting at Month 1 - to include Premium amount per employee (if applicable)
Payroll Protection Program Loan Records and your application for Payroll Protection Loan Forgiveness for both 1st and 2nd round (if applicable)