Business Information
 

• Quarterly Profit and Losses for each quarter of 2019, 2020, and 2021.​

• Were any PPP loans received? If yes, please send the award letter and form 3508.

 

Employee Information:

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• Form 941 for 2020 and 2021

• Quarterly Payroll Breakdown for each employee. (Best if this comes from Payroll Company.)    

• Quarterly Wage Lists are required to be submitted to individual state Unemployment Divisions.  (If these reports are not available, a payroll register with quarterly information and each employees name will work.)