- Step 3: Upload Documents Here
Document Upload Instructions:
* All documents need to be in the original PDF format except for the Payroll Journal (Excel or .csv only), and the screenshots of the PPP forgiveness as mentioned above. No images, pngs, jpgs, scans, or scanned copies of PDFs or Excel spreadsheets. If they are in these prohibited formats, they'll be rejected and asked to resubmit them in the original PDF or Excel format. If you need help with the PDF format, please ask us, we're here to help!
W-3 for 2019
Form 941's for all quarters (Q2 2020 to Q3 2021)
For Year 2020 - PPP#1 Forgiveness Application - Form 3508 / 3508S / 3508EZ
For Year 2021 - PPP#2 Forgiveness Application - Form 3508 / 3508S / 3508EZ
Payroll Journal from 3/1/20 to 12/31/21
Payroll Journal
03/01/20 - 12/31/21
Excel or .CSV Format
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