Fillable PPP Forgiveness Checklist

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PPP Forgiveness Checklist

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FINANCIAL
PPP Forgiveness Checklist
Leave forgiveness to the experts
with PPP Advisor Pro
WHAT YOU NEED TO APPLY FOR FORGIVENESS
UPSIDEFINANCIAL
.
COM
-- Lender account statements verifying int/pymts
Business Rent or Lease Pymts
--Copy of lease agreement and recipts or cancelled checks OR
--Lessor account statements verifying eligible pymts
Business Utility Payments
--Copy of invoices and receipts or cancelled checks OR
--Account Statements verifying payments
CONTINUED ON NEXT PAGE
C-CORP S-CORP
GENERAL
PARTNERSHIP
SELF-EMPLOYED
( C OR F FILER)
PAYROLL DOCUMENTATION
Bank account statement showing payroll deductions
OR 3rd party payroll report - cash compensation ✓ ✓ ✓ N/A
Form 941's overlapping covered periods ✓ ✓ ✓ N/A
State quarterly individual wage reporting &
unemployment insurance tax filings ✓ ✓ ✓ N/A
Payment Receipts, canceled checks OR
account statements for employer contributions
to health insurance and retirement
✓ ✓ ✓ N/A
2019 W2 Owner Employee ✓ ✓ N/A N/A
2019 Form 1040 Schedule C OR Schedule F N/A N/A N/A
✓
2019 Form 1065 Schedule K-1 & Form 1040
Schedule SE N/A N/A ✓ N/A
*If there are no employees, other than owners, there will not be anything other than K-1/Schedule C OR F
Get your PPP questions
answered with our dedicated
customer service team
FINANCIAL
CEO & Co-Founder, Upside
Founding CTO, Priceline.com
Receive guidance from
experts to optimize your loan
forgiveness value
UPSIDEFINANCIAL
.
COM
-- Lender account statements verifying int/pymts
Business Rent or Lease Pymts
--Copy of lease agreement and recipts or cancelled checks OR
--Lessor account statements verifying eligible pymts
Business Utility Payments
--Copy of invoices and receipts or cancelled checks OR
--Account Statements verifying payments
ONE-ON-ONE SUPPORT
Our team of PPP experts will work directly with you to answer questions, review your documentation and provide insights
on how you can maximize your loan to ultimately complete your forgiveness applicati
on for you!
* For more information and terms and conditions about PPP Advisor Pro, visit upsidefinancial.com.
PPP Forgiveness Checklist
Leave forgiveness to the experts
with PPP Advisor Pro
NON-PAYROLL DOCUMENTATION
BUSINESS MORTGAGE DOCUMENTATION
Lender Amortization Schedule and receipts
or canceled checks OR
Lender account statements verifying initial payments
BUSINESS RENT OR LEASE PAYMENTS
Copy of lease agreement and receipts or canceled checks OR
Lessor account statements verifying eligible payments
BUSINESS UTILITY PAYMENTS
Copy of invoices and receipts or canceled checks OR
Account Statements verifying payments
COVERED OPERATIONS EXPENDITURES
Copy of invoices and receipts or canceled checks OR
Account Statements verifying payments
COVERED PROPERTY DAMAGE COSTS
Copy of invoices and receipts or canceled checks OR
Account Statements verifying payments
COVERED SUPPLIER COSTS
Copy of invoices and receipts or canceled checks OR
Account Statements verifying payments
COVERED WORKER PROTECTION EXPENDITURES
Copy of invoices and receipts or canceled checks OR
Account Statements verifying payments
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PPP Forgiveness Checklist

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Completed 6 March 2021

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