Paycheck Protection
Program Loan

For Small Businesses


Document Check List

Checklist guidelines to help gather information for your loan application: 

  • 2019 IRS Quarterly 940, 941 or 944 payroll tax reports
  • Payroll reports for a twelve-month period (ending on your most recent payroll date), which will show the following information:
    • Gross wages for each employee, including officer(s) if paid W-2 wages.
    • Paid time off for each employee
    • Vacation pay for each employee
    • Family medical leave pay for each employee
    • State and local taxes assessed on an employee’s compensation
  • 1099s for independent contractors for 2019
  • Documentation showing total of all health insurance premiums paid by the company owner(s) under a group health plan.
    • Include all employees and the company owners
  • Document the sum of all retirement plan funding that was paid by the company owner(s) (do not include funding that came from employees  out of their paycheck deferrals).
    • Include all employees and the company owners
    • Include 401K plans, Simple IRA, SEP IRA’s

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