Required Documents

A. Mandatory Documents Necessary To Start The Process

Certificate or Articles of Incorporation
Payroll Tax Return 941's for quarters - 2020: Q1-Q4 & 2021: Q1-Q4
Payroll Registers for quarters - 2020: Q1-Q4 & 2021: Q1-Q4
PPP Forgiveness Form 3508 for 2020 (if applicable)
PPP Forgiveness Form 3508 for 2021 (if applicable)
Name and ownership % of the owner/s of the business
Name of majority owner's family on payroll Mar 13, 2020 & Sep 30, 2021 (use Template)
Duly executed Tax Information Authorization IRS Form 8821

B. Documents That Can Be Sent Later

Quarterly GROSS RECEIPTS for each calendar quarter in 2019, 2020 & 2021 (use Template)
Healthcare Expenses per employee per payroll for 2020: Q1-Q4 & 2021: Q1-Q3 (if applicable)
2019 - Business Tax Returns - Filed Federal Tax Return 1120, 1120-S or 1065
2020 - Business Tax Returns - Filed Federal Tax Return 1120, 1120-S or 1065
2021 - Business Tax Returns - Filed Federal Tax Return 1120, 1120-S or 1065
Tax Id - Employee Identification Number (EIN) Issued by IRS
W-3 form for the year 2019, 2020 and 2021
Majority Owner(s)' Photo ID
Any additional document as needed