Here's what you'll need to complete the form:
1. General Business Information
- Contact Info
- Business Owner(s) Name(s) & Percentage(s) of Ownership
- Names of any Employees Related to Owners
- Subsidiary / Parent / Sister Company Info
- Number of Employees in 2020 & 2021
2. PPP & Other Government Stimulus Information
- Amounts & Dates Received
- Forgiveness Application & Supporting Documentation
3. Accounting & Payroll Data
- Gross Payroll Registers by Pay Period and by Employee for 2020 & 2021
- Cash Basis Profit & Loss statements for each quarter for 2019, 2020 & 2021 (or since inception if your business started during or after 2020)
- Form 941 (Employer's Quarterly Federal Tax Return) for each quarter from
Q1 2020 to Q4 2021
- Owner W2's for 2019 and 2020 if owners were paid via W2
What if I don't have all the information handy?
► You may click the Save Button found at the bottom of the form any time to come back to complete this form later, without losing any of the info you've entered!
► It is best to fill out this form on a desktop or laptop computer with access to files and the ability to upload.
► Finally, if you have questions, you may reach us at: